Trump Claims Venezuela Will Buy ‘Only American-Made’ Goods: Potential Boost for U.S. Energy, Agriculture, and Healthcare Stocks

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“I have just been informed that Venezuela is going to be purchasing ONLY American Made Products, with the money they receive from our new Oil Deal. These purchases will include, among other things, American Agricultural Products, and American Made Medicines, Medical Devices, and Equipment to improve Venezuela’s Electric Grid and Energy Facilities. In other words, Venezuela is committing to doing business with the United States of America as their principal partner – A wise choice, and a very good thing for the people of Venezuela, and the United States. Thank you for your attention to this matter!”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Trump’s post suggesting Venezuela will buy only American-made products as part of a new oil deal could lift sentiment and near-term demand expectations for U.S. energy, agriculture, medical, and industrial suppliers, potentially benefiting stocks like Chevron, Exxon Mobil, Deere, Eaton, Honeywell, GE Aerospace and diversified ETFs such as XLI, VIS, XLE, VDE, OIH and MOO. Healthcare and medtech names including Abbott, Johnson & Johnson, Medtronic and related funds like XLV, VHT, IBB could see a modest positive reaction on hopes of increased exports of medicines and medical devices, though any impact would likely be limited by the actual scale and enforceability of such agreements. Agricultural producers and traders such as Archer-Daniels-Midland, Bunge, along with DBA and MOO, might experience speculative buying on expectations of higher U.S. ag exports, but the broader market will likely treat this as headline-driven and wait for concrete contract details before repricing fundamentals.

Here are some of the stocks that might be affected:
Abbott Laboratories ((ABT)),
Archer-Daniels-Midland Company ((ADM)),
Bunge Global Sa ((BG)),
Chevron ((CVX)),
Deere & Company ((DE)),
Eaton Corporation ((ETN)),
Exxon Mobil Corp. ((XOM)),
Ge Aerospace ((GE)),
Honeywell International ((HON)),
Johnson & Johnson ((JNJ)),
Medtronic ((MDT)),
Vanguard Industrials ETF ((VIS)),
Health Care Select Sector SPDR Fund ((XLV)),
Industrial Select Sector SPDR Fund ((XLI)),
Energy Select Sector SPDR Fund ((XLE)),
VanEck Agribusiness ETF ((MOO)),
VanEck Oil Services ETF ((OIH)),
Vanguard Energy ETF ((VDE)),
Vanguard Health Care ETF ((VHT)),
Invesco DB Agriculture Fund ((DBA)),
iShares Biotechnology ETF ((IBB)),
iShares U.S. Industrials ETF ((IYJ)).