Geopolitics Alpha

Pork Tariffs: China Hits U.S. Exports

Published . Updated .

Pork Tariffs: China Hits U.S. Exports Opportimes

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • SPY SPDR S&P 500

    The broad market moves when a major sanction lands

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
AAPL-2.15%-0.18%—+0.08%+0.58%+0.25%+0.69%
NKE-2.07%-1.67%—+0.01%-0.06%+5.18%+5.05%
SLB———————
GLD+0.03%-0.93%—-0.14%-1.62%+0.13%-0.03%
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
SPY———————

Pork Tariffs: China Hits U.S. Exports Opportimes

Source: Opportimes

Price since this story was published: Ishares China Large-Cap Etf (FXI)

Since the first closing price after “Pork Tariffs: China Hits U.S. Exports,” Ishares China Large-Cap Etf (FXI) is -0.94%. The S&P 500 fund (SPY) is -0.40% over the same days, a -0.55% difference versus the market.

CompanyWhenMoveStatus
AAPLthat day+0.08%final price
AAPLthe next day+0.58%final price
AAPLtwo days later+0.25%final price
AAPLthree days later+0.69%final price
AAPLthree days earlier-0.18%final price
AAPLfive days earlier-2.15%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GLDthat day-0.14%final price
GLDthe next day-1.62%final price
GLDtwo days later+0.13%final price
GLDthree days later-0.03%final price
GLDthree days earlier-0.93%final price
GLDfive days earlier+0.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
NKEthat day+0.01%final price
NKEthe next day-0.06%final price
NKEtwo days later+5.18%final price
NKEthree days later+5.05%final price
NKEthree days earlier-1.67%final price
NKEfive days earlier-2.07%final price
FXI
SPY

Who is named in “Pork Tariffs: China Hits U.S. Exports”

Companies mentioned with this story

  • FXI Ishares China Large-Cap Etf

    For “Pork Tariffs: China Hits U.S. Exports,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: GA selected FXI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KWEB Kraneshares Csi China Internet Etf

    For “Pork Tariffs: China Hits U.S. Exports,” Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence. Reason on file: GA selected KWEB as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • YANG Direxion Daily Ftse China Bear 3X Etf

    For “Pork Tariffs: China Hits U.S. Exports,” Direxion Daily Ftse China Bear 3X Etf (YANG) is linked, with no stored direction, medium confidence. Reason on file: GA selected YANG as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • MCHI Ishares Msci China Etf

    In “Pork Tariffs: China Hits U.S. Exports,” Ishares Msci China Etf (MCHI) is linked, with no stored direction, medium confidence. Reason on file: GA selected MCHI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • STXE Ea Ser Tr Strive Emerging Markets Ex-China Etf

    Ea Ser Tr Strive Emerging Markets Ex-China Etf (STXE) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Pork Tariffs: China Hits U.S. Exports.” Reason on file: GA selected STXE as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TCHI Ishares Msci China Multisector Tech Etf

    For “Pork Tariffs: China Hits U.S. Exports,” Ishares Msci China Multisector Tech Etf (TCHI) is linked, with no stored direction, medium confidence. Reason on file: GA selected TCHI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Pork Tariffs: China Hits U.S. Exports” reaches Ishares China Large-Cap Etf (FXI)

Ishares China Large-Cap Etf (FXI) is the company in “Pork Tariffs: China Hits U.S. Exports,” the 13 Oct 2026 this story story.

The link for Ishares China Large-Cap Etf (FXI) is this: GA selected FXI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Kraneshares Csi China Internet Etf (KWEB) is here too. Its reason reads: GA selected KWEB as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Ishares China Large-Cap Etf (FXI) price range

FXI traded between 33.08 and 35.28 across 20 sessions. The latest close on file is 33.55. KWEB traded between 23.79 and 25.62 across 20 sessions. The latest close on file is 24.27. YANG traded between 28.71 and 34.71 across 20 sessions. The latest close on file is 33.31.

How strong the case is around Ishares China Large-Cap Etf (FXI)

46 out of 100

“Pork Tariffs: China Hits U.S. Exports” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.