Fact Sheet: President Donald J. Trump Strengthens U.S.-Japan Alliance for the Benefit of All Americans

Fact sheetInvestment or subsidyPublished 03/19Open the original

Summary

President Trump and Prime Minister Sanae Takaichi announce initiatives to strengthen the alliance: after a first $36 billion tranche under the 2025 Strategic Trade and Investment Agreement, a second tranche includes up to $40 billion from GE Vernova Hitachi for SMR plants in Tennessee and Alabama and up to $33 billion in gas generation in Pennsylvania and Texas.

By industry

Nuclear Power1 trading day−1.3%p15 stocks5 trading days−1.6%p15 stocks20 trading days−2.3%p15 stocks
“build small modular reactor power plants”
Energy & LNG1 trading day+1.8%p15 stocks5 trading days+3.9%p15 stocks20 trading days−12.1%p15 stocks
“up to $33 billion in natural gas generation facilities in Pennsylvania and Texas”

Day by day after the announcement

Nuclear Power stocks and the S&P 500 after the announcement, cumulative %
Day	Nuclear Power stocks	S&P 500
26/03/18	0.0%	0.0%
26/03/19	−1.3%	+0.1%
26/03/20	−6.7%	−1.4%
26/03/23	−4.4%	−0.6%
26/03/24	−3.9%	−0.5%
26/03/25	−2.3%	−0.8%
26/03/26	−4.4%	−2.0%
26/03/27	−5.1%	−4.1%
26/03/30	−7.7%	−4.6%
26/03/31	−4.9%	−1.5%
26/04/01	−4.4%	−0.8%
26/04/02	−4.2%	−0.7%
26/04/06	−4.3%	−0.3%
26/04/07	−6.0%	+2.0%
26/04/08	−2.1%	+2.2%
26/04/09	−3.6%	+2.8%
26/04/10	−3.2%	+2.9%
26/04/13	−1.5%	+3.9%
26/04/14	+1.1%	+5.1%
26/04/15	+3.4%	+5.9%
26/04/16	+3.9%	+6.3%

Korean stocks in these industries

Doosan Enerbility 034020
Hyundai E&C 000720
KEPCO E&C 052690
KEPCO 015760
Korea Gas Corporation 036460
POSCO International 047050
SK Innovation 096770
Samsung Heavy Industries 010140

Trades in these industries around the announcement

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

Richard J. MarkDirector
BuySempra
Buy
Sempra
SRE
$251.2K
2,692 sh
$251.2K
Filed 03/11
Traded 03/11
Cynthia J. WarnerDirector
BuySempra
Buy
Sempra
SRE
$232.4K
2,500 sh
$232.4K
Filed 03/11
Traded 03/11
Jennifer M. KirkDirector
BuySempra
Buy
Sempra
SRE
$93.4K
1,000 sh
$93.4K
Filed 03/13
Traded 03/12
Michael WichterichInterim President and CEO
BuyExpand Energy
Buy
Expand Energy
EXE
$108K
1,000 sh
$108K
Filed 03/09
Traded 03/06
Michael WichterichInterim President and CEO
BuyExpand Energy
Buy
Expand Energy
EXE
$107K
1,000 sh
$107K
Filed 03/09
Traded 03/06
Pamela K.M. BeallDirector
BuyNextDecade
Buy
NextDecade
NEXT
$505.5K
71,500 sh
$505.5K
Filed 03/25
Traded 03/23
FluorDirector
SellNuscale Power
Sell
Nuscale Power
SMR
$150.5M
12,936,472 sh
$150.5M
Filed 04/17
Traded 04/15
FluorDirector
SellNuscale Power
Sell
Nuscale Power
SMR
$162.9M
13,500,000 sh
$162.9M
Filed 04/13
Traded 04/09
Jeffrey A. JewellExecutive V.P., CFO
BuyDT Midstream
Buy
DT Midstream
DTM
$25.2K
185 sh
$25.2K
Filed 02/25
Traded 02/25
Jacob DeWitteCo-Founder, CEO
SellOklo
Sell
Oklo
OKLO
$4.4M
72,960 sh
$4.4M
Filed 03/16
Traded 03/13
Richard Craig BealmearCFO
SellOklo
Sell
Oklo
OKLO
$4.3M
72,090 sh
$4.3M
Filed 03/16
Traded 03/13
Matthew GallagherDirector
BuyExpand Energy
Buy
Expand Energy
EXE
$100.7K
1,000 sh
$100.7K
Filed 02/19
Traded 02/19
Jacob DeWitteCo-Founder, CEO
SellOklo
Sell
Oklo
OKLO
$2.7M
44,828 sh
$2.7M
Filed 03/16
Traded 03/13
Jacob DeWitteCo-Founder, CEO
SellOklo
Sell
Oklo
OKLO
$2M
40,000 sh
$2M
Filed 04/03
Traded 04/01
Jacob DeWitteCo-Founder, CEO
SellOklo
Sell
Oklo
OKLO
$2M
40,000 sh
$2M
Filed 04/03
Traded 04/01
Jacob DeWitteCo-Founder, CEO
SellOklo
Sell
Oklo
OKLO
$1.4M
26,943 sh
$1.4M
Filed 04/03
Traded 04/01
Jacob DeWitteCo-Founder, CEO
SellOklo
Sell
Oklo
OKLO
$1.4M
26,943 sh
$1.4M
Filed 04/03
Traded 04/01
John Lawrence HopkinsCEO
SellNuscale Power
Sell
Nuscale Power
SMR
$1M
82,667 sh
$1M
Filed 03/03
Traded 03/03
Richard Craig BealmearCFO
SellOklo
Sell
Oklo
OKLO
$975.4K
16,257 sh
$975.4K
Filed 03/03
Traded 03/02
Zach DavisEVP & CFO
SellCheniere Energy
Sell
Cheniere Energy
LNG
$8.7M
29,000 sh
$8.7M
Filed 04/01
Traded 03/30