Geopolitics Alpha

President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald

Published . Updated .

President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald UA.NEWS

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-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
AAPL-1.00%+0.03%—+1.36%+1.44%+1.94%+1.62%
NKE-2.17%-1.04%—+1.77%+1.79%+1.71%+7.04%
SLB———————
GLD-1.32%-2.27%—-0.63%-0.76%-2.24%-0.50%
LMT-0.61%-2.04%—+0.48%-1.13%+2.44%+4.55%
SPY———————

President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald UA.NEWS

Source: UA.NEWS

The price since 12 Oct 2026: Ishares Msci South Korea Etf (EWY) versus the S&P 500

Since the first closing price after “President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald,” Ishares Msci South Korea Etf (EWY) is -6.04%. The S&P 500 fund (SPY) is -1.47% over the same days, a -4.57% difference versus the market.

CompanyWhenMoveStatus
AAPLthat day+1.36%final price
AAPLthe next day+1.44%final price
AAPLtwo days later+1.94%final price
AAPLthree days later+1.62%final price
AAPLthree days earlier+0.03%final price
AAPLfive days earlier-1.00%final price
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
GLDthat day-0.63%final price
GLDthe next day-0.76%final price
GLDtwo days later-2.24%final price
GLDthree days later-0.50%final price
GLDthree days earlier-2.27%final price
GLDfive days earlier-1.32%final price
LMTthat day+0.48%final price
LMTthe next day-1.13%final price
LMTtwo days later+2.44%final price
LMTthree days later+4.55%final price
LMTthree days earlier-2.04%final price
LMTfive days earlier-0.61%final price
NKEthat day+1.77%final price
NKEthe next day+1.79%final price
NKEtwo days later+1.71%final price
NKEthree days later+7.04%final price
NKEthree days earlier-1.04%final price
NKEfive days earlier-2.17%final price
EWY
SPY

Taiwan Strait, seven days against thirty

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald.” The recent pace is rising.

Who gains and who loses around Ishares Msci South Korea Etf (EWY)

Companies carried with this story

  • EWY Ishares Msci South Korea Etf

    For “President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald,” Ishares Msci South Korea Etf (EWY) is linked, with no stored direction, medium confidence. Reason on file: GA selected EWY as a RELATED security because its canonical security name directly matches this event's themes: korea. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KRWX Corgi Etf Tr I South Korea 2X

    For “President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald,” Corgi Etf Tr I South Korea 2X (KRWX) is linked, with no stored direction, medium confidence. Reason on file: GA selected KRWX as a RELATED security because its canonical security name directly matches this event's themes: korea. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

What Taiwan Strait means for Ishares Msci South Korea Etf (EWY)

The 12 Oct 2026 story “President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald” names Ishares Msci South Korea Etf (EWY) because of Taiwan Strait.

The link for Ishares Msci South Korea Etf (EWY) is this: GA selected EWY as a RELATED security because its canonical security name directly matches this event's themes: korea. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Corgi Etf Tr I South Korea 2X (KRWX): GA selected KRWX as a RELATED security because its canonical security name directly matches this event's themes: korea. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Ishares Msci South Korea Etf (EWY)

EWY traded between 149.75 and 192.99 across 20 sessions. The latest close on file is 156.51. KRWX traded between 9.83 and 16.25 across 12 sessions. The latest close on file is 10.77.

How strong the case is around Ishares Msci South Korea Etf (EWY)

21 out of 100

“President Trump calls Korea Zinc plant in Tennessee a result of tariffs — Korea Herald” scores 21 out of 100. The score uses 1 sources, and 2 linked companies.