Unleashing American Energy

Executive orderRegulation easedSigned 25/01/20Federal Register 25/01/29Executive Order 14154Open the original

Summary

President Trump makes it policy to encourage energy exploration and production on federal lands and waters, including the Outer Continental Shelf, and to eliminate the electric vehicle mandate and promote consumer choice in vehicles.

By industry

Energy & LNG1 trading day−0.8%p14 stocksSmall sample5 trading days−8.9%p14 stocksSmall sample20 trading days−8.4%p14 stocksSmall sample
“to encourage energy exploration and production on Federal lands and waters, including on the Outer Continental Shelf”
Batteries, EVs & the IRA1 trading day−3.5%p14 stocksSmall sample5 trading days−5.0%p14 stocksSmall sample20 trading days−6.6%p14 stocksSmall sample
“to eliminate the ``electric vehicle (EV) mandate'' and promote true consumer choice”

Day by day after the announcement

Energy & LNG stocks and the S&P 500 after the announcement, cumulative %
Day	Energy & LNG stocks	S&P 500
25/01/17	0.0%	0.0%
25/01/21	+0.2%	+1.0%
25/01/22	−1.2%	+1.5%
25/01/23	−1.6%	+2.0%
25/01/24	−2.3%	+1.8%
25/01/27	−8.6%	+0.3%
25/01/28	−7.9%	+1.1%
25/01/29	−7.1%	+0.9%
25/01/30	−5.4%	+1.5%
25/01/31	−7.3%	+0.7%
25/02/03	−6.3%	+0.6%
25/02/04	−6.8%	+0.6%
25/02/05	−5.6%	+1.2%
25/02/06	−8.6%	+1.3%
25/02/07	−9.2%	+0.6%
25/02/10	−6.8%	+1.2%
25/02/11	−7.6%	+1.3%
25/02/12	−9.3%	+1.1%
25/02/13	−7.7%	+2.0%
25/02/14	−7.3%	+2.1%
25/02/18	−6.2%	+2.3%

Korean stocks in these industries

Korea Gas Corporation 036460
POSCO International 047050
SK Innovation 096770
Samsung Heavy Industries 010140
LG Energy Solution 373220
Samsung SDI 006400

Trades in these industries around the announcement

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

Kimbal MuskDirector
SellTesla
Sell
Tesla
TSLA
$27.3M
74,077 sh
$27.3M
Filed 25/02/10
Traded 25/02/06
Alfred F. Kelly Jr.Director
BuyGeneral Motors
Buy
General Motors
GM
$607.9K
12,000 sh
$607.9K
Filed 25/01/30
Traded 25/01/30
Robyn M. DenholmDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$18.2M
47,136 sh
$18.2M
Filed 25/02/05
Traded 25/02/03
Vaibhav TanejaCFO
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$550.1K
1,300 sh
$550.1K
Filed 25/01/08
Traded 25/01/06
Vaibhav TanejaCFO
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$540.4K
1,401 sh
$540.4K
Filed 25/02/05
Traded 25/02/03
Robyn M. DenholmDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$5.2M
13,401 sh
$5.2M
Filed 25/02/05
Traded 25/02/03
Kathleen Wilson-ThompsonDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$4.7M
11,574 sh
$4.7M
Filed 25/01/08
Traded 25/01/06
Vaibhav TanejaCFO
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$413.8K
1,079 sh
$413.8K
Filed 25/02/05
Traded 25/02/03
Vaibhav TanejaCFO
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$399.3K
1,050 sh
$399.3K
Filed 25/02/05
Traded 25/02/03
Kathleen Wilson-ThompsonDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$3.9M
9,435 sh
$3.9M
Filed 25/01/08
Traded 25/01/06
Robyn M. DenholmDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$3.8M
9,946 sh
$3.8M
Filed 25/02/05
Traded 25/02/03
Kathleen Wilson-ThompsonDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$3.7M
8,976 sh
$3.7M
Filed 25/01/08
Traded 25/01/06
Kimbal MuskDirector
SellTesla
Sell
Tesla
TSLA
$340.1K
923 sh
$340.1K
Filed 25/02/10
Traded 25/02/06
Kathleen Wilson-ThompsonDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$3.4M
8,278 sh
$3.4M
Filed 25/01/08
Traded 25/01/06
Vaibhav TanejaCFO
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$334.3K
870 sh
$334.3K
Filed 25/02/05
Traded 25/02/03
Farhad Nanji10% Owner
SellCNX Resources
Sell
CNX Resources
CNX
$33.4M
1,075,000 sh
$33.4M
Filed 25/01/08
Traded 25/01/06
Robert C. Skaggs Jr.Director
BuyDT Midstream
Buy
DT Midstream
DTM
$4
0.04 sh
$4
Filed 25/03/12
Traded 25/01/16
Vaibhav TanejaCFO
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$286K
700 sh
$286K
Filed 25/01/08
Traded 25/01/06
Kathleen Wilson-ThompsonDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$2.8M
6,618 sh
$2.8M
Filed 25/01/08
Traded 25/01/06
Robyn M. DenholmDirector
Sell10b5-1 planTesla
Sell10b5-1 plan
Tesla
TSLA
$2.6M
6,854 sh
$2.6M
Filed 25/02/05
Traded 25/02/03