China has quietly and secretly created a "whitelist" of US-made products that are exempt from the 125% punitive tariffs affected companies are informed discreetly and the list remains secret. Reuters

✨ Already known exceptions

• 💊 Active pharmaceutical ingredients
• 🖥️ High-performance microchips
• ✈️ Aircraft turbines
• ⛽ NEW: US ethanes for China's petrochemical industry (Satellite Chemical, Wanhua, etc.).
• Profiteers on the US side: Enterprise Products (EPD), Energy Transfer (ET). Reuters

🧐 Why this is important

Dual strategy: Beijing holds the hard line on foreign policy, but alleviates domestic cost explosions. Reuters

Participation principle: Companies are allowed to report "critical imported goods" - the list could continue to grow.

Impact check: Authorities survey companies to quantify real damage of the tariff spiral.

📈 Possible winners

• US chip suppliers ($NVDA (-2,11 %)
  $AMD (-1,7 %) ) & pharmaceutical players ($LLY (-1,26 %), $JNJ (-1 %))
• Ethane export duo $EPD & $ET
• 
  Chinese customers like Satellite Chemical, Sinopec, Wanhua
• GE Aerospace thanks to turbine exceptions

⚠️ Risk: Exemptions are revocable & depend on negotiation progress between Trump administration and Beijing.

#China
#USA
#Zölle
#Aktien
#Chemie
#Halbleiter
#Pharma
#Energy
#getquin

Earnings next week 🚀

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$EPD

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Sold the entire position with a good plus. The money will flow into a new position, namely $LCNB. I will leave part of it as cash to be able to buy more or open new positions.

I decided to buy 85 shares of $EPD because I want to be more invested in the oil and gas business due to rising inflation. $EPD is well on its way to becoming a dividend aristocrat and has a good dividend yield.