Donald Trump-related activity tracking.
Donald Trump2026
President Trump announced that oil flow through the Strait of Hormuz has recovered to 18 million barrels per day (bpd), nearing the pre-conflict level of 20 million bpd . However, Goldman Sachs reports a significant gap, estimating actual flows at 15-16 million bpd, with only 10 million bpd visible via AIS tracking, suggesting a surge in 'dark ship' activity to bypass Iranian interference .
President Trump touted a record-breaking summer for U.S. tourism, citing 300 billion miles traveled and an $18 billion economic boost from the FIFA World Cup, which supported 160,000 jobs . Despite a 6.2% increase in June tourism spending to $122.1 billion , industry data reveals that tourism prices rose 8.1%, outpacing spending growth, while international arrivals fell by 5.5% due to visa delays and stricter immigration policies .
President Trump is set to sign an executive order allowing ranchers to process their own beef, aiming to increase production autonomy and break the market dominance of large processing firms . This move follows a controversial decision to increase beef import quotas and is seen as a strategic effort to lower consumer prices before the November mid-term elections .
European natural gas futures have paused their rally after a 10% three-day surge, following President Trump's statements that military actions against Iran would be 'short-term' and not a long-term conflict . While this eased immediate concerns over the Strait of Hormuz, market anxiety persists due to 'abnormally low' European gas inventories and prices that remain double pre-war levels .
President Trump is scheduled to meet with CEOs from major travel firms, including American Airlines, Marriott, MGM, and Carnival, on Wednesday . The meeting comes as the industry grapples with a 5.5% decline in international arrivals in 2025—attributed to visa delays and tariffs—despite a temporary 6.2% spike in June spending driven by the World Cup .
US Commerce Secretary Howard Lutnick confirmed the Trump administration is considering new tariffs on imported semiconductors, potentially extending to servers and consumer electronics . The policy aims to drive reshoring by linking tariff exemptions to the scale of a company's investment in U.S. manufacturing facilities .
U.S. Commerce Secretary Howard Lutnick announced a proposed policy linking semiconductor tariffs to domestic investment, where companies manufacturing chips in the U.S. receive exemptions while those producing abroad face taxes to enter the U.S. market . The scope may expand beyond individual chips to include finished goods like servers, laptops, and gaming consoles . This move has already triggered volatility in Korean markets and raised concerns over margin compression for global tech giants .
On September 1, 2026, President Trump met with executives from Marathon, Chevron, Valero, and others to demand increased refining capacity to lower gasoline prices, which have surpassed $4 per gallon . While Trump offered regulatory easing and faster permitting, industry leaders highlighted the economic risks of multibillion-dollar investments, 3-5 year construction cycles, and declining long-term demand due to EVs . Refiners are currently operating at 97.4% capacity .
President Trump announced that ExxonMobil and Chevron will enter Venezuela, describing the move as a 'good deal' for the companies and noting that Venezuela will independently determine its relationship with OPEC . This follows a period of tension where Trump criticized these firms for high profits , even as service providers like SLB have already begun re-entering the Venezuelan market .
President Trump announced an agreement with nine pharmaceutical companies, including Alcon and Astellas, to lower drug prices for Medicaid programs in exchange for tariff protection and exemptions from Medicare's 'Most Favored Nation' pricing . The companies also committed $19.6 billion to U.S.-based manufacturing, a move the White House claims could save $64.3 billion over a decade .
President Trump is scheduled to meet with U.S. refiners and fuel distributors on Tuesday to discuss expanding domestic refining capacity and lowering gasoline prices . The meeting includes executives from both major integrated oil firms and independent producers like Marathon Petroleum (MPC) and Delek US (DK) to address market trends and potential capacity enhancements .
Donald Trump’s proposed Venezuelan oil deal is heavily dependent on Washington lobbyist Alejandro Lopez, whose family controls a major Venezuelan oil producer. The deal is expected to be led by North American Blue Energy, a company controlled by Lopez, positioning them as a central figure in the agreement's execution .
Donald Trump has escalated his defamation lawsuit against The New York Times to $15 billion, alleging that the publication damaged his business reputation to undermine his 2024 presidential campaign . The New York Times has responded by filing a legal motion to dismiss the lawsuit . Despite the astronomical claim, NYT stock remains stable, trading around $68.22 as of August 28, 2026, following a 3.7% gain over the previous week .
Trump announced a 50% tariff on Canadian vehicles, parts, and steel effective January 1, 2027, citing trade deficits . In response, Stellantis is halting Canadian Jeep Compass production and shifting $13B in investment to the US, while Canada threatens $20B in retaliatory tariffs .
President Trump is scheduled to meet with major U.S. refiners and fuel retailers next week, including Valero Energy, Marathon Petroleum, and PBF Energy, to discuss strategies for lowering gasoline prices . With gas prices exceeding $4 per gallon due to the Iran conflict and the November midterm elections approaching, the administration is pressuring companies to reduce costs for consumers following their strong second-quarter earnings .
The U.S. goods trade deficit surged 17.2% in July to $118.8 billion, a 16-month high, significantly exceeding the $99-100.5 billion consensus . While exports fell 2.9% to a yearly low, imports rose 3.7%, driven by a historic 11.3% jump in capital goods—the largest since 1993—highlighting insatiable demand for AI-related semiconductors and computers . Wholesale inventories also climbed 1.3%, far surpassing expectations .
The Trump administration plans to impose an additional 7.5% tariff on Chinese goods by September 24, citing 'manufacturing overcapacity' under Section 301 . This move aims to bring the total average tariff rate to 20% and could expand to include laptops, servers, and AI memory chips . While intended to accelerate reshoring, industry leaders warn of supply shortages and increased costs for AI infrastructure .
President Trump is intensifying efforts to remove Fed Governor Lisa Cook, citing allegedly 'baseless' mortgage fraud charges after a June Supreme Court ruling temporarily blocked her dismissal . Cook’s legal team has formally denied these allegations, setting the stage for a high-stakes legal battle over the Federal Reserve's institutional autonomy and the President's power to appoint governors who align with his aggressive rate-cut demands .
President Trump signed Executive Order 14420, declaring a national emergency to ban the acquisition or installation of foreign bulk-power system equipment (69kV and above) that poses a national security risk . Targeted at 'foreign adversaries,' the order covers transformers, batteries, and critical software, citing the increased reliance on stable power for AI data centers and defense . The Department of Energy has 120 days to establish specific implementation rules .
Canada announced that starting September 8, it will impose retaliatory tariffs of 15% to 50% on C$27.6 billion (US$20 billion) of US goods, including steel, dairy, and machinery . This 'one-for-one' response to US Section 338 tariffs includes a C$7 billion support package for affected Canadian industries .