Truth Social post of December 8, 2025

PostStatementPublished 25/12/08Open the original

Summary

President Trump warns he will impose a 5% tariff on Mexico if it doesn't release 200,000 acre-feet of water to Texas farmers by December 31st, saying Mexico has failed to deliver over 800,000 acre-feet owed over the past five years.

By industry

Tariffs & Reshoring1 trading day−0.3%p15 stocks5 trading days+4.6%p15 stocks20 trading days+12.0%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
25/12/05	0.0%	0.0%
25/12/08	−0.5%	−0.2%
25/12/09	−0.6%	−0.5%
25/12/10	+2.1%	+0.1%
25/12/11	+5.5%	+0.5%
25/12/12	+4.0%	−0.6%
25/12/15	+3.4%	−0.7%
25/12/16	+4.0%	−1.1%
25/12/17	+4.4%	−1.9%
25/12/18	+5.2%	−1.5%
25/12/19	+5.6%	−0.7%
25/12/22	+7.3%	−0.1%
25/12/23	+8.0%	+0.2%
25/12/24	+8.1%	+0.6%
25/12/26	+8.7%	+0.6%
25/12/29	+7.3%	+0.3%
25/12/30	+7.2%	+0.1%
25/12/31	+5.8%	−0.6%
26/01/02	+9.8%	−0.4%
26/01/05	+11.6%	+0.2%
26/01/06	+12.8%	+0.9%

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.

Glencore International10% Owner
SellCentury Aluminum
Sell
Century Aluminum
CENX
$272.3M
9,000,000 sh
$272.3M
Filed 25/11/13
Traded 25/11/10
Glencore10% Owner
SellCentury Aluminum
Sell
Century Aluminum
CENX
$272.3M
9,000,000 sh
$272.3M
Filed 25/11/13
Traded 25/11/10
Glencore10% Owner
SellCentury Aluminum
Sell
Century Aluminum
CENX
$272.3M
9,000,000 sh
$272.3M
Filed 25/11/13
Traded 25/11/10
Karla R. LewisPresident, CEO
SellReliance
Sell
Reliance
RS
$1.1M
3,775 sh
$1.1M
Filed 25/12/02
Traded 25/12/01
Leon J. TopalianChair, President and CEO
SellNucor
Sell
Nucor
NUE
$790K
5,000 sh
$790K
Filed 25/12/23
Traded 25/12/19
Karla R. LewisPresident, CEO
SellReliance
Sell
Reliance
RS
$577.4K
2,034 sh
$577.4K
Filed 25/12/02
Traded 25/12/01
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$5.2M
47,355 sh
$5.2M
Filed 25/12/19
Traded 25/12/18
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$3.6M
11,894 sh
$3.6M
Filed 25/12/11
Traded 25/12/10
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$2.9M
9,473 sh
$2.9M
Filed 25/12/11
Traded 25/12/10
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$2.7M
26,998 sh
$2.7M
Filed 25/11/20
Traded 25/11/18
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$2.4M
24,711 sh
$2.4M
Filed 25/11/20
Traded 25/11/18
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$2.2M
7,326 sh
$2.2M
Filed 25/12/11
Traded 25/12/09
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$2M
6,741 sh
$2M
Filed 25/12/11
Traded 25/12/09
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.9M
6,108 sh
$1.9M
Filed 25/12/11
Traded 25/12/10
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.7M
5,681 sh
$1.7M
Filed 25/12/11
Traded 25/12/10
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.7M
5,545 sh
$1.7M
Filed 25/12/11
Traded 25/12/10
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.5M
5,061 sh
$1.5M
Filed 25/12/11
Traded 25/12/09
Elizabeth A. SocciVP, Contr & Ch Acctg Officer
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.3M
3,900 sh
$1.3M
Filed 25/12/01
Traded 25/11/26
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$991.5K
3,287 sh
$991.5K
Filed 25/12/11
Traded 25/12/10
Brian J. MalloyPresident and COO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$983.4K
3,193 sh
$983.4K
Filed 25/12/11
Traded 25/12/09