USTR Seeks Public Comment on the Design of a Plurilateral Agreement on Trade in Critical Minerals and Policy Actions to Strengthen the Resilience of Critical Mineral Supply Chains
USTR noticePublished 02/26Open the original
Summary
USTR requests comments on the design of a plurilateral Agreement on Trade in Critical Minerals and policies for supply chain resilience, including border mechanisms such as price floors and tariffs; comments are due March 19, 2026.
By industry
- Tariffs & Reshoring1 trading day+1.1%p15 stocks5 trading days+0.1%p15 stocks20 trading days−3.7%p15 stocks
“strategic trade policy and border mechanisms, such as price floors and tariffs”
Day by day after the announcement
| Day | Tariffs & Reshoring stocks | S&P 500 |
|---|---|---|
| 26/02/25 | 0.0% | 0.0% |
| 26/02/26 | −0.1% | −1.2% |
| 26/02/27 | −1.3% | −1.5% |
| 26/03/02 | +0.9% | −1.4% |
| 26/03/03 | −1.6% | −2.3% |
| 26/03/04 | −1.2% | −1.3% |
| 26/03/05 | −3.2% | −2.0% |
| 26/03/06 | −6.5% | −3.3% |
| 26/03/09 | −6.5% | −2.8% |
| 26/03/10 | −6.4% | −2.5% |
| 26/03/11 | −5.2% | −3.4% |
| 26/03/12 | −8.5% | −4.0% |
| 26/03/13 | −11.0% | −4.6% |
| 26/03/16 | −10.1% | −3.8% |
| 26/03/17 | −9.8% | −3.5% |
| 26/03/18 | −10.7% | −4.9% |
| 26/03/19 | −12.4% | −4.8% |
| 26/03/20 | −14.7% | −6.3% |
| 26/03/23 | −12.9% | −5.5% |
| 26/03/24 | −9.8% | −5.3% |
| 26/03/25 | −9.3% | −5.6% |
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. Marinko
BuySunCoke Energy
BuySunCoke Energy
SXC
$56.1K
9,600 sh
$56.1K
Filed 02/26
Traded 02/25
- Mark W. Marinko
BuySunCoke Energy
BuySunCoke Energy
SXC
$2,332
400 sh
$2,332
Filed 02/26
Traded 02/25
- Phillip Michael Hardesty
BuySunCoke Energy
BuySunCoke Energy
SXC
$71.2K
12,209 sh
$71.2K
Filed 02/26
Traded 02/25
- Andrei Alexander Mikhalevsky
BuySunCoke Energy
BuySunCoke Energy
SXC
$27.7K
5,000 sh
$27.7K
Filed 03/02
Traded 02/26
- Glencore International
SellCentury Aluminum
SellCentury Aluminum
CENX
$326.8M
6,315,245 sh
$326.8M
Filed 03/04
Traded 03/04
- Phillip Michael Hardesty
BuySunCoke Energy
BuySunCoke Energy
SXC
$1,694
291 sh
$1,694
Filed 02/26
Traded 02/25
- Scott J. Kelly
BuyWorthington Steel
BuyWorthington Steel
WS
$273.8K
7,000 sh
$273.8K
Filed 01/29
Traded 01/27
- Edilson Camara
BuyCleveland-Cliffs
BuyCleveland-Cliffs
CLF
$199.6K
19,700 sh
$199.6K
Filed 02/13
Traded 02/13
- Greg Creed
BuyWhirlpool
BuyWhirlpool
WHR
$198.8K
3,305 sh
$198.8K
Filed 03/04
Traded 03/03
- Lourenco Goncalves
SellCleveland-Cliffs
SellCleveland-Cliffs
CLF
$37.3M
3,000,000 sh
$37.3M
Filed 02/11
Traded 02/11
- Jon J. Bowsher
BuyWorthington Steel
BuyWorthington Steel
WS
$100.4K
2,500 sh
$100.4K
Filed 02/03
Traded 01/30
- Leon J. Topalian
SellNucor
SellNucor
NUE
$1M
6,454 sh
$1M
Filed 03/25
Traded 03/23
- Peter A. Trpkovski
SellCentury Aluminum
SellCentury Aluminum
CENX
$845.5K
16,739 sh
$845.5K
Filed 03/27
Traded 03/25
- Jesse E. Gary
Sell10b5-1 planCentury Aluminum
Sell10b5-1 planCentury Aluminum
CENX
$8.3M
150,000 sh
$8.3M
Filed 03/17
Traded 03/16
- Leon J. Topalian
SellNucor
SellNucor
NUE
$819.5K
5,046 sh
$819.5K
Filed 03/25
Traded 03/23
- Neal E. West
SellKaiser Aluminum
SellKaiser Aluminum
KALU
$608.6K
5,000 sh
$608.6K
Filed 02/25
Traded 02/23
- Stephen Paul Koch
SellReliance
SellReliance
RS
$4.5M
13,888 sh
$4.5M
Filed 02/25
Traded 02/23
- Robert S. Wetherbee
Sell10b5-1 planAti
Sell10b5-1 planAti
ATI
$4.2M
28,724 sh
$4.2M
Filed 02/19
Traded 02/17
- John DeZee
SellCentury Aluminum
SellCentury Aluminum
CENX
$3.3M
66,000 sh
$3.3M
Filed 02/25
Traded 02/23
- Stephen Paul Koch
SellReliance
SellReliance
RS
$3.3M
10,132 sh
$3.3M
Filed 02/25
Traded 02/23