Truth Social post of May 1, 2026

PostTariff raisedPublished 05/01Open the original

Summary

President Trump announced that, because the EU is not complying with the trade deal, he will raise tariffs on EU cars and trucks to 25% starting next week; vehicles made in US plants face no tariff, and over $100 billion is currently being invested in plants under construction.

By industry

Tariffs & Reshoring1 trading day+0.7%p15 stocks5 trading days−0.0%p15 stocks20 trading days+5.8%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
26/04/30	0.0%	0.0%
26/05/01	+0.6%	−0.1%
26/05/04	−1.0%	−0.3%
26/05/05	+2.2%	+0.9%
26/05/06	+3.4%	+1.8%
26/05/07	+1.4%	+1.5%
26/05/08	+1.0%	+2.5%
26/05/11	+1.5%	+2.7%
26/05/12	+0.5%	+2.4%
26/05/13	+2.4%	+3.2%
26/05/14	+2.0%	+3.9%
26/05/15	−2.1%	+2.4%
26/05/18	−2.6%	+2.7%
26/05/19	−3.4%	+1.9%
26/05/20	−1.0%	+2.5%
26/05/21	+1.0%	+3.2%
26/05/22	+3.9%	+3.5%
26/05/26	+7.8%	+4.2%
26/05/27	+9.8%	+4.3%
26/05/28	+10.7%	+4.9%
26/05/29	+10.8%	+5.0%

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.

Keith HarveyPresident & CEO
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$8.2M
47,001 sh
$8.2M
Filed 04/29
Traded 04/27
Leon J. TopalianChair and CEO
SellNucor
Sell
Nucor
NUE
$5M
21,954 sh
$5M
Filed 05/19
Traded 05/15
Leon J. TopalianChair and CEO
SellNucor
Sell
Nucor
NUE
$3.7M
16,239 sh
$3.7M
Filed 05/19
Traded 05/15
Leon J. TopalianChair and CEO
SellNucor
Sell
Nucor
NUE
$2.1M
9,366 sh
$2.1M
Filed 05/19
Traded 05/15
Leon J. TopalianChair and CEO
SellNucor
Sell
Nucor
NUE
$1M
4,441 sh
$1M
Filed 05/19
Traded 05/15
Neal E. WestEVP & CFO
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$866.5K
5,000 sh
$866.5K
Filed 04/29
Traded 04/28
David A. SumoskiEVP
SellNucor
Sell
Nucor
NUE
$7.4M
32,824 sh
$7.4M
Filed 05/04
Traded 04/30
Arthur AjemyanSVP, CFO
SellReliance
Sell
Reliance
RS
$651.6K
1,822 sh
$651.6K
Filed 04/28
Traded 04/27
Arthur AjemyanSVP, CFO
SellReliance
Sell
Reliance
RS
$575.3K
1,604 sh
$575.3K
Filed 04/28
Traded 04/27
Keith HarveyPresident & CEO
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$524.8K
3,031 sh
$524.8K
Filed 05/01
Traded 04/29
Brett WilcoxDirector
SellKaiser Aluminum
Sell
Kaiser Aluminum
KALU
$2.6M
15,000 sh
$2.6M
Filed 04/29
Traded 04/27
Kimberly A. FieldsPresident, CEO and Director
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$1.9M
11,982 sh
$1.9M
Filed 05/12
Traded 05/11
Allen C. BehrEVP
SellNucor
Sell
Nucor
NUE
$1.9M
8,438 sh
$1.9M
Filed 05/06
Traded 05/04
Daniel R. NeedhamEVP
SellNucor
Sell
Nucor
NUE
$1.7M
7,739 sh
$1.7M
Filed 05/05
Traded 05/01
Marshall D. AkinsVP and Chief Comm Officer
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.5M
3,434 sh
$1.5M
Filed 05/06
Traded 05/05
Noah C. HannersEVP
SellNucor
Sell
Nucor
NUE
$1.5M
6,472 sh
$1.5M
Filed 05/05
Traded 05/01
Kimberly A. FieldsPresident, CEO and Director
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$1.4M
8,780 sh
$1.4M
Filed 05/12
Traded 05/11
Marshall D. AkinsVP and Chief Comm Officer
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.3M
2,947 sh
$1.3M
Filed 05/06
Traded 05/05
Daniel R. NeedhamEVP
SellNucor
Sell
Nucor
NUE
$1.2M
5,149 sh
$1.2M
Filed 05/05
Traded 05/01
Kenneth W. CornewDirector
SellSteel Dynamics
Sell
Steel Dynamics
STLD
$1.1M
4,800 sh
$1.1M
Filed 04/24
Traded 04/23