Truth Social post of January 12, 2026

PostTariff raisedPublished 01/12Open the original

Summary

President Trump orders a 25% tariff, effective immediately, on any country doing business with Iran, saying the order is final and conclusive.

By industry

Tariffs & Reshoring1 trading day+1.0%p15 stocks5 trading days+3.9%p15 stocks20 trading days+12.3%p15 stocks

Day by day after the announcement

Tariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
Day	Tariffs & Reshoring stocks	S&P 500
26/01/09	0.0%	0.0%
26/01/12	+1.1%	+0.1%
26/01/13	+1.6%	−0.1%
26/01/14	+3.0%	−0.6%
26/01/15	+4.5%	−0.3%
26/01/16	+3.5%	−0.3%
26/01/20	+3.3%	−2.3%
26/01/21	+5.6%	−1.1%
26/01/22	+5.6%	−0.8%
26/01/23	+5.5%	−0.8%
26/01/26	+2.4%	−0.2%
26/01/27	+3.1%	+0.2%
26/01/28	+1.9%	+0.1%
26/01/29	+3.1%	−0.0%
26/01/30	+1.8%	−0.4%
26/02/02	+4.4%	+0.2%
26/02/03	+8.6%	−0.7%
26/02/04	+9.5%	−0.9%
26/02/05	+7.4%	−3.0%
26/02/06	+12.3%	−0.6%
26/02/09	+12.3%	0.0%

Korean stocks in these industries

Hyundai Steel 004020
POSCO Holdings 005490
SeAH Steel Holdings 003030

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Scott J. KellyDirector
BuyWorthington Steel
Buy
Worthington Steel
WS
$273.8K
7,000 sh
$273.8K
Filed 01/29
Traded 01/27
Dennis V. ArriolaDirector
BuyCommercial Metals
Buy
Commercial Metals
CMC
$149.4K
2,000 sh
$149.4K
Filed 01/22
Traded 01/20
Lourenco GoncalvesChairman, President & CEO
SellCleveland-Cliffs
Sell
Cleveland-Cliffs
CLF
$37.3M
3,000,000 sh
$37.3M
Filed 02/11
Traded 02/11
Jon J. BowsherDirector
BuyWorthington Steel
Buy
Worthington Steel
WS
$100.4K
2,500 sh
$100.4K
Filed 02/03
Traded 01/30
Leon J. TopalianChair, President and CEO
SellNucor
Sell
Nucor
NUE
$790K
5,000 sh
$790K
Filed 25/12/23
Traded 25/12/19
Jesse E. GaryPresident and CEO
Sell10b5-1 planCentury Aluminum
Sell10b5-1 plan
Century Aluminum
CENX
$7.2M
150,000 sh
$7.2M
Filed 01/23
Traded 01/23
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$5.2M
47,355 sh
$5.2M
Filed 25/12/19
Traded 25/12/18
Jennifer J. DurbinFmr. Chief HR & Comm. Officer
SellCommercial Metals
Sell
Commercial Metals
CMC
$2M
25,050 sh
$2M
Filed 02/04
Traded 02/03
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$1.5M
10,438 sh
$1.5M
Filed 02/19
Traded 02/10
Kenneth Rex QueryEVP
SellNucor
Sell
Nucor
NUE
$1.5M
7,452 sh
$1.5M
Filed 02/13
Traded 02/11
Allen C. BehrEVP
SellNucor
Sell
Nucor
NUE
$1.4M
7,568 sh
$1.4M
Filed 02/04
Traded 02/03
Allen C. BehrEVP
SellNucor
Sell
Nucor
NUE
$1.4M
7,500 sh
$1.4M
Filed 02/04
Traded 02/02
Allen C. BehrEVP
SellNucor
Sell
Nucor
NUE
$939.4K
5,950 sh
$939.4K
Filed 25/12/23
Traded 25/12/19
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$708.4K
6,507 sh
$708.4K
Filed 25/12/19
Traded 25/12/18
Daniel R. NeedhamEVP
SellNucor
Sell
Nucor
NUE
$690.8K
3,881 sh
$690.8K
Filed 02/03
Traded 01/30
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$679.5K
6,158 sh
$679.5K
Filed 25/12/19
Traded 25/12/18
Michael S. WilliamsCEO
Sell10b5-1 planMetallus
Sell10b5-1 plan
Metallus
MTUS
$399.9K
19,017 sh
$399.9K
Filed 02/04
Traded 02/03
Thomas J. BatterbeeEVP
SellNucor
Sell
Nucor
NUE
$330.6K
2,000 sh
$330.6K
Filed 25/12/29
Traded 25/12/23
Michael S. WilliamsCEO
Sell10b5-1 planMetallus
Sell10b5-1 plan
Metallus
MTUS
$291.8K
13,713 sh
$291.8K
Filed 02/04
Traded 02/04
Michael S. WilliamsCEO
Sell10b5-1 planMetallus
Sell10b5-1 plan
Metallus
MTUS
$276.2K
14,462 sh
$276.2K
Filed 01/09
Traded 01/08