Truth Social post of January 29, 2026

PostStatementPublished 01/29Open the original

Summary

President Trump says Canada has refused to certify Gulfstream 500/600/700/800 jets, so the US is decertifying Bombardier Global Express and other Canadian-made aircraft, warning of a 50% tariff on Canadian aircraft if the situation isn't corrected.

By industry

Tariffs & Reshoring1 trading day+1.3%p15 stocks5 trading days+8.5%p15 stocks20 trading days+3.7%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
26/01/28	0.0%	0.0%
26/01/29	+1.2%	−0.1%
26/01/30	−0.1%	−0.4%
26/02/02	+2.4%	+0.1%
26/02/03	+6.6%	−0.8%
26/02/04	+7.4%	−1.0%
26/02/05	+5.4%	−3.1%
26/02/06	+10.1%	−0.7%
26/02/09	+10.3%	−0.1%
26/02/10	+9.4%	−0.2%
26/02/11	+11.4%	−0.3%
26/02/12	+7.7%	−1.8%
26/02/13	+6.6%	−1.9%
26/02/17	+5.4%	−1.7%
26/02/18	+5.5%	−1.2%
26/02/19	+4.4%	−1.4%
26/02/20	+4.0%	−0.7%
26/02/23	+2.9%	−1.7%
26/02/24	+1.7%	−1.1%
26/02/25	+2.6%	0.0%
26/02/26	+2.6%	−1.2%

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.

Mark W. MarinkoSR VP, CFO
BuySunCoke Energy
Buy
SunCoke Energy
SXC
$56.1K
9,600 sh
$56.1K
Filed 02/26
Traded 02/25
Mark W. MarinkoSR VP, CFO
BuySunCoke Energy
Buy
SunCoke Energy
SXC
$2,332
400 sh
$2,332
Filed 02/26
Traded 02/25
Phillip Michael HardestySVP
BuySunCoke Energy
Buy
SunCoke Energy
SXC
$71.2K
12,209 sh
$71.2K
Filed 02/26
Traded 02/25
Andrei Alexander MikhalevskyDirector
BuySunCoke Energy
Buy
SunCoke Energy
SXC
$27.7K
5,000 sh
$27.7K
Filed 03/02
Traded 02/26
Phillip Michael HardestySVP
BuySunCoke Energy
Buy
SunCoke Energy
SXC
$1,694
291 sh
$1,694
Filed 02/26
Traded 02/25
Scott J. KellyDirector
BuyWorthington Steel
Buy
Worthington Steel
WS
$273.8K
7,000 sh
$273.8K
Filed 01/29
Traded 01/27
Edilson CamaraDirector
BuyCleveland-Cliffs
Buy
Cleveland-Cliffs
CLF
$199.6K
19,700 sh
$199.6K
Filed 02/13
Traded 02/13
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
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
Neal E. WestEVP & CFO
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$608.6K
5,000 sh
$608.6K
Filed 02/25
Traded 02/23
Stephen Paul KochExec. VP, COO
SellReliance
Sell
Reliance
RS
$4.5M
13,888 sh
$4.5M
Filed 02/25
Traded 02/23
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$4.2M
28,724 sh
$4.2M
Filed 02/19
Traded 02/17
John DeZeeEVP, GC and Secretary
SellCentury Aluminum
Sell
Century Aluminum
CENX
$3.3M
66,000 sh
$3.3M
Filed 02/25
Traded 02/23
Stephen Paul KochExec. VP, COO
SellReliance
Sell
Reliance
RS
$3.3M
10,132 sh
$3.3M
Filed 02/25
Traded 02/23
James D. DeeSVP, Gen Counsel & Sec
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$2.8M
7,142 sh
$2.8M
Filed 02/25
Traded 02/24
James D. DeeSVP, Gen Counsel & Sec
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$2.3M
5,999 sh
$2.3M
Filed 02/25
Traded 02/24
Gunnar GudlaugssonEVP - Global Operations
SellCentury Aluminum
Sell
Century Aluminum
CENX
$2.3M
43,000 sh
$2.3M
Filed 02/27
Traded 02/25
John Malcolm DonnanEVP, CAO and GC
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$2.3M
18,461 sh
$2.3M
Filed 02/25
Traded 02/23