ListTariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
Measures To Restrict Stockpiling of Polysilicon and Polysilicon Derivatives Under Proclamation 11052
BIS ruleRegulation tightenedFederal Register 09/24Open the original
Summary
BIS sets criteria and procedures to monitor polysilicon importers for stockpiling ahead of the December 4, 2026 import adjustments and may prohibit imports by companies that stockpile. It also imposes weekly import limits on new importers registered on or after August 6, 2026.
By industry
- Tariffs & Reshoring1 trading day−0.3%p15 stocks
“subject companies that are stockpiling to an import prohibition if necessary”
Day by day after the announcement
| Day | Tariffs & Reshoring stocks | S&P 500 |
|---|---|---|
| 26/09/23 | 0.0% | 0.0% |
| 26/09/24 | −0.5% | −0.2% |
| 26/09/25 | −0.7% | +0.4% |
| 26/09/28 | −2.0% | −0.3% |
| 26/09/29 | −3.5% | −0.3% |
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.
- Timothy J. Harris
Sell10b5-1 planAti
Sell10b5-1 planAti
ATI
$1.7M
9,000 sh
$1.7M
Filed 09/23
Traded 09/21
