Truth Social post of October 29, 2025
PostStatementPublished 25/10/29Open the original
Summary
President Trump says South Korea agreed to pay the US $350 billion in exchange for lower tariffs, with Korean companies' US investments exceeding $600 billion, and that he approved South Korea building a nuclear-powered submarine.
By industry
- Tariffs & Reshoring1 trading day−0.2%p15 stocks5 trading days−4.3%p15 stocks20 trading days+0.6%p15 stocks
- Korean Investment in the U.S.1 trading day+0.3%p15 stocks5 trading days+0.5%p15 stocks20 trading days+0.0%p15 stocks
- Energy & LNG1 trading day−2.3%p15 stocks5 trading days+2.3%p15 stocks20 trading days+4.5%p15 stocks
Day by day after the announcement
| Day | Tariffs & Reshoring stocks | S&P 500 |
|---|---|---|
| 25/10/28 | 0.0% | 0.0% |
| 25/10/29 | −0.3% | −0.1% |
| 25/10/30 | −2.3% | −0.5% |
| 25/10/31 | −2.0% | −0.8% |
| 25/11/03 | −2.1% | −0.7% |
| 25/11/04 | −6.0% | −1.8% |
| 25/11/05 | −4.7% | −1.4% |
| 25/11/06 | −5.8% | −2.3% |
| 25/11/07 | −4.0% | −2.2% |
| 25/11/10 | −4.2% | −0.8% |
| 25/11/11 | −6.0% | −0.6% |
| 25/11/12 | −3.1% | −0.6% |
| 25/11/13 | −4.9% | −2.1% |
| 25/11/14 | −4.8% | −2.1% |
| 25/11/17 | −6.3% | −3.1% |
| 25/11/18 | −6.6% | −4.0% |
| 25/11/19 | −6.1% | −3.0% |
| 25/11/20 | −7.8% | −5.1% |
| 25/11/21 | −5.4% | −4.0% |
| 25/11/24 | −3.7% | −2.6% |
| 25/11/25 | −1.1% | −1.8% |
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
- 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 D. Kinder
BuyKinder Morgan
BuyKinder Morgan
KMI
$26M
1,000,000 sh
$26M
Filed 25/10/28
Traded 25/10/27
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$3.6M
591,837 sh
$3.6M
Filed 25/11/13
Traded 25/11/11
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$2.8M
460,334 sh
$2.8M
Filed 25/11/17
Traded 25/11/13
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$2.7M
462,576 sh
$2.7M
Filed 25/11/19
Traded 25/11/18
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$2.5M
445,109 sh
$2.5M
Filed 25/11/26
Traded 25/11/24
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$2.4M
419,477 sh
$2.4M
Filed 25/11/24
Traded 25/11/21
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$2.1M
347,630 sh
$2.1M
Filed 25/11/24
Traded 25/11/20
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$1.8M
305,973 sh
$1.8M
Filed 25/11/19
Traded 25/11/19
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$1.7M
295,875 sh
$1.7M
Filed 25/11/19
Traded 25/11/17
- Kelcy L. Warren
BuyEnergy Transfer
BuyEnergy Transfer
ET
$17M
1,000,000 sh
$17M
Filed 25/11/20
Traded 25/11/19
- Kelcy L. Warren
BuyEnergy Transfer
BuyEnergy Transfer
ET
$16.8M
1,000,000 sh
$16.8M
Filed 25/11/20
Traded 25/11/20
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$1.6M
285,502 sh
$1.6M
Filed 25/11/26
Traded 25/11/25
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$1.5M
244,330 sh
$1.5M
Filed 25/11/17
Traded 25/11/14
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$1M
175,142 sh
$1M
Filed 25/11/26
Traded 25/11/26
- Hanwha Aerospace
BuyNextDecade
BuyNextDecade
NEXT
$679.8K
111,084 sh
$679.8K
Filed 25/12/02
Traded 25/11/28
- John L. Thornton
BuyFord Motor
BuyFord Motor
F
$99.2K
7,520 sh
$99.2K
Filed 25/11/18
Traded 25/11/14
- W. Benjamin Moreland
BuyCheniere Energy
BuyCheniere Energy
LNG
$811.4K
3,900 sh
$811.4K
Filed 25/11/05
Traded 25/11/04
- Glencore
SellCentury Aluminum
SellCentury Aluminum
CENX
$272.3M
9,000,000 sh
$272.3M
Filed 25/11/13
Traded 25/11/10
- Glencore
SellCentury Aluminum
SellCentury Aluminum
CENX
$272.3M
9,000,000 sh
$272.3M
Filed 25/11/13
Traded 25/11/10
- Glencore International
SellCentury Aluminum
SellCentury Aluminum
CENX
$272.3M
9,000,000 sh
$272.3M
Filed 25/11/13
Traded 25/11/10