Truth Social post of July 30, 2025
PostTrade dealPublished 25/07/30Open the original
Summary
President Trump announced a complete trade deal with South Korea, under which South Korea will invest $350 billion in the US and purchase $100 billion of LNG and other energy products, with a 15% tariff set on South Korean goods.
By industry
- Energy & LNG1 trading day−1.0%p15 stocks5 trading days−1.5%p15 stocks20 trading days−8.6%p15 stocks
- Korean Investment in the U.S.1 trading day−1.6%p15 stocks5 trading days+0.4%p15 stocks20 trading days−0.2%p15 stocks
- Tariffs & Reshoring1 trading day−1.6%p15 stocks5 trading days−4.1%p15 stocks20 trading days−1.1%p15 stocks
Day by day after the announcement
| Day | Energy & LNG stocks | S&P 500 |
|---|---|---|
| 25/07/29 | 0.0% | 0.0% |
| 25/07/30 | −0.6% | +0.4% |
| 25/07/31 | −1.5% | −0.5% |
| 25/08/01 | −3.0% | −2.1% |
| 25/08/04 | −2.7% | −0.4% |
| 25/08/05 | −2.7% | −1.2% |
| 25/08/06 | −4.1% | −0.4% |
| 25/08/07 | −4.7% | −0.3% |
| 25/08/08 | −6.5% | +0.5% |
| 25/08/11 | −7.1% | +0.1% |
| 25/08/12 | −7.7% | +1.2% |
| 25/08/13 | −6.7% | +1.5% |
| 25/08/14 | −7.3% | +1.6% |
| 25/08/15 | −8.2% | +1.3% |
| 25/08/18 | −10.1% | +1.3% |
| 25/08/19 | −10.1% | +0.8% |
| 25/08/20 | −9.0% | +0.5% |
| 25/08/21 | −7.8% | +0.1% |
| 25/08/22 | −7.5% | +1.6% |
| 25/08/25 | −7.5% | +1.3% |
| 25/08/26 | −6.9% | +1.7% |
Korean stocks in these industries
- Korea Gas Corporation 036460
- POSCO International 047050
- SK Innovation 096770
- Samsung Heavy Industries 010140
- Hyundai Motor Company 005380
- Samsung Electronics 005930
- SK hynix 000660
- LG Energy Solution 373220
- Hanwha Ocean 042660
- Korea Zinc 010130
- 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.
- John T. Kim
BuyAmkor Technology
BuyAmkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
- David D. Kim
BuyAmkor Technology
BuyAmkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
- Sujoda Investments
BuyAmkor Technology
BuyAmkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
- Sujoda Management
BuyAmkor Technology
BuyAmkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
- Susan Y. Kim
BuyAmkor Technology
BuyAmkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
- Kelcy L. Warren
BuyEnergy Transfer
BuyEnergy Transfer
ET
$23.4M
1,350,000 sh
$23.4M
Filed 25/08/21
Traded 25/08/20
- Kelcy L. Warren
BuyEnergy Transfer
BuyEnergy Transfer
ET
$11.2M
650,000 sh
$11.2M
Filed 25/08/21
Traded 25/08/19
- SVF Investments
SellCoupang
SellCoupang
CPNG
$560M
20,000,000 sh
$560M
Filed 25/08/22
Traded 25/08/20
- Domenic J. Dell'Osso Jr.
BuyExpand Energy
BuyExpand Energy
EXE
$239.7K
2,500 sh
$239.7K
Filed 25/08/18
Traded 25/08/15
- Nick L. Stanage
BuyHuntington Ingalls Industries
BuyHuntington Ingalls Industries
HII
$954.7K
3,500 sh
$954.7K
Filed 25/09/02
Traded 25/08/29
- Joshua J. Viets
BuyExpand Energy
BuyExpand Energy
EXE
$184.3K
2,000 sh
$184.3K
Filed 25/08/18
Traded 25/08/18
- Jeffrey A. Jewell
BuyDT Midstream
BuyDT Midstream
DTM
$15.7K
150 sh
$15.7K
Filed 25/08/07
Traded 25/08/07
- Amy W. Chronis
BuyKinder Morgan
BuyKinder Morgan
KMI
$75.1K
2,759 sh
$75.1K
Filed 25/07/29
Traded 25/07/28
- Mary T. Barra
Sell10b5-1 planGeneral Motors
Sell10b5-1 planGeneral Motors
GM
$21.7M
372,024 sh
$21.7M
Filed 25/08/29
Traded 25/08/28
- Mary T. Barra
Sell10b5-1 planGeneral Motors
Sell10b5-1 planGeneral Motors
GM
$17.5M
300,000 sh
$17.5M
Filed 25/08/29
Traded 25/08/28
- Mary T. Barra
Sell10b5-1 planGeneral Motors
Sell10b5-1 planGeneral Motors
GM
$13.7M
235,000 sh
$13.7M
Filed 25/08/29
Traded 25/08/28
- James J. Kim
SellAmkor Technology
SellAmkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
- Robert B. Pender
BuyVenture Global
BuyVenture Global
VG
$19.6K
1,226 sh
$19.6K
Filed 25/07/02
Traded 25/06/30
- Mary T. Barra
Sell10b5-1 planGeneral Motors
Sell10b5-1 planGeneral Motors
GM
$5.1M
87,839 sh
$5.1M
Filed 25/08/29
Traded 25/08/29
- Tony R. Thene
SellCarpenter Technology
SellCarpenter Technology
CRS
$3.2M
13,148 sh
$3.2M
Filed 25/08/19
Traded 25/08/18