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Initiation of Section 301 Investigations: Acts, Policies, and Practices of Certain Economies Relating to Structural Excess Capacity and Production in Manufacturing Sectors

USTR noticeInvestigation openedFederal Register 03/17Open the original

Summary

USTR initiates Section 301 investigations into certain economies’ structural excess capacity and production practices in manufacturing sectors, and it opens hearings and public comment. Korea is among the economies named, with written comments due April 15, 2026 and hearings set for May 5, 2026.

By industry

Day by day after the announcement

Tariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
Tariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
DayTariffs & Reshoring stocksS&P 500
26/03/160.0%0.0%
26/03/17+0.3%+0.3%
26/03/18−0.8%−1.2%
26/03/19−2.5%−1.1%
26/03/20−5.0%−2.6%
26/03/23−2.8%−1.8%
26/03/24+0.6%−1.6%
26/03/25+1.0%−1.9%
26/03/26−0.8%−3.2%
26/03/27−2.4%−5.3%
26/03/30−1.5%−5.7%
26/03/31+2.4%−2.6%
26/04/01+5.3%−2.0%
26/04/02+4.5%−1.9%
26/04/06+4.2%−1.4%
26/04/07+5.1%+0.8%
26/04/08+9.4%+1.0%
26/04/09+10.8%+1.6%
26/04/10+11.6%+1.7%
26/04/13+12.7%+2.7%
26/04/14+11.4%+3.9%

Korean stocks in these industries

  • Hyundai Steel 004020
  • POSCO Holdings 005490
  • SeAH Steel Holdings 003030
  • Hyundai Motor Company 005380
  • Samsung Electronics 005930
  • SK hynix 000660
  • LG Energy Solution 373220
  • Hanwha Ocean 042660
  • Korea Zinc 010130

Trades in these industries around the announcement

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

  • Neil Mehta

    BuyCoupang

    $56M

    Filed 03/13

  • Neil Mehta

    BuyCoupang

    $42.9M

    Filed 03/13

  • Neil Mehta

    BuyCoupang

    $37.6M

    Filed 03/13

  • William Clay Ford Jr.

    BuyFord Motor

    $1.9M

    Filed 02/23

  • Mark W. Marinko

    BuySunCoke Energy

    $56.1K

    Filed 02/26

  • Mark W. Marinko

    BuySunCoke Energy

    $2,332

    Filed 02/26

  • Phillip Michael Hardesty

    BuySunCoke Energy

    $71.2K

    Filed 02/26

  • Andrei Alexander Mikhalevsky

    BuySunCoke Energy

    $27.7K

    Filed 03/02

  • Glencore

    SellCentury Aluminum

    $326.8M

    Filed 03/04

  • Glencore International

    SellCentury Aluminum

    $326.8M

    Filed 03/04

  • Glencore

    SellCentury Aluminum

    $326.8M

    Filed 03/04

  • Phillip Michael Hardesty

    BuySunCoke Energy

    $1,694

    Filed 02/26

  • Greg Creed

    BuyWhirlpool

    $198.8K

    Filed 03/04

  • Alan Armstrong

    BuyGeneral Motors

    $1K–$15K

    Reported 07/21

  • Alan Armstrong

    BuyFord Motor

    $1K–$15K

    Reported 07/21

  • Mark L. Reuss

    Sell10b5-1 planGeneral Motors

    $20.1M

    Filed 02/18

  • Thomas E. Stiehle

    SellHuntington Ingalls Industries

    $1.9M

    Filed 03/09

  • Mark L. Reuss

    Sell10b5-1 planGeneral Motors

    $11.9M

    Filed 02/18

  • Leon J. Topalian

    SellNucor

    $1M

    Filed 03/25

  • Josh Gottheimer

    Full saleFord Motor

    $15K–$50K

    Reported 05/19

Initiation of Section 301 Investigations: Acts, Policies, and Practices of Certain Economies Relating to Structural Excess Capacity and Production in Manufacturing Sectors | Whalegun