Geopolitics Alpha

Canadian steelmakers offset some U.S. tariff pain with domestic demand

Published . Updated .

Canadian steelmakers offset some U.S. tariff pain with domestic demand Pipeline and Gas Journal

Directly affected

  • No company is named in this report.

Indirectly affected

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • CAT Caterpillar

    Machinery exporters are exposed to China tariffs

  • DE Deere

    Machinery exporters are exposed to China tariffs

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • FXI iShares China Large-Cap

    A fund of large Chinese companies

  • KWEB KraneShares CSI China Internet

    A fund of Chinese internet companies

  • BABA Alibaba

    Chinese platforms are exposed to a tariff fight

  • QQQ Invesco QQQ

    Big tech moves with a tariff fight

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AAPL———————
NKE———————
CAT———————
DE———————
XOM———————
CVX———————
FXI———————
KWEB———————
BABA———————
QQQ———————

Canadian steelmakers offset some U.S. tariff pain with domestic demand Pipeline and Gas Journal

Source: Pipeline and Gas Journal

How solid the energy case looks

12 out of 100

“Canadian steelmakers offset some U.S. tariff pain with domestic demand” scores 12 out of 100. The score uses 1 sources.