ExecutiveOrdersEO

Policy → market

Market alerts

Not financial advice

Commercial cliffs from presidential documents — role pressure, mechanisms, and a curated issuer watchlist. Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

How this works
  1. Cliff vs glide — dates that change market access differ from multi-year programs.
  2. Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
  3. Named issuers — curated watchlist only.
  4. Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.
Clear
  1. in 91dIssued Jul 15, 2026

    Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States

    Update to President on negotiation progress

    AdverseMixedUncertain
    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  2. in 91dIssued Jul 15, 2026

    Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States

    Deadline after which President may consider alternative remedies if no agreement reached

    AdverseMixedUncertain
    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  3. in 106dIssued Jan 14, 2026

    Continuation of the National Emergencies With Respect to the Southern Border of the United States and Cartels and Other Transnational Organizations

    Proclamation 10886 and EO 14157 one-year continuation expires unless renewed

    AdverseMixed
    Notice6/10Quiet signalTariffBan / prohibitionAutosAgChemOil/gasPharmaLogisticsUSCAMXCN
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron
  4. in 118dIssued Jan 14, 2026

    Continuation of the National Emergencies With Respect to the Southern Border of the United States and Cartels and Other Transnational Organizations

    EO 14193, EO 14194, and EO 14195 one-year continuation expires unless renewed

    AdverseMixed
    Notice6/10Quiet signalTariffBan / prohibitionAutosAgChemOil/gasPharmaLogisticsUSCAMXCN
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron
  5. in 178dIssued Mar 27, 2026

    Continuation of the National Emergency With Respect to Trade Practices That Contribute to Large and Persistent Annual United States Goods Trade Deficits

    Continued national emergency expires unless further extended

    ProtectiveAdverseMixed
    Notice6/10Quiet signalTariffBan / prohibitionLicensingMetalsAutosAgTechPharmaMineralsUSCNEUMX
    ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum
  6. in 451dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Temporary tariff rate structure expires

    ProtectiveAdverseMixed
    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  7. in 451dIssued Apr 9, 2026

    Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States

    Annex III graduated tariff regime expires

    ProtectiveAdverseMixed
    Proc 110219/10TariffLicensingMetalsMineralsAutosAeroDefenseLogisticsUSUKEUJP
    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  8. in 452dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Rates revert to Proclamation 11021 structure

    ProtectiveAdverseMixed
    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  9. in 452dIssued Apr 9, 2026

    Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States

    Full clause 3 rates apply to Annex III products

    ProtectiveAdverseMixed
    Proc 110219/10TariffLicensingMetalsMineralsAutosAeroDefenseLogisticsUSUKEUJP
    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  10. in 1486dIssued Oct 22, 2025

    Adjusting Imports of Medium- and Heavy-Duty Vehicles, Medium- and Heavy-Duty Vehicle Parts, and Buses Into the United States

    import adjustment offset program ends

    ProtectiveAdverseMixed
    Proc 109848/10Quiet signalTariffSubsidy / incentiveLicensingAutosMetalsOil/gasDefenseAeroLogisticsUSCAMXJP
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  11. Issued Feb 26, 2025

    Defending American Companies and Innovators From Overseas Extortion and Unfair Fines and Penalties

    This memorandum directs multiple agencies to investigate and counter foreign tax and regulatory practices—particularly d

    ProtectiveAdverseMixed
    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  12. Issued Sep 21, 2026

    Restoring Reciprocity in Government Procurement

    This memorandum directs federal agencies to identify and remove Canadian-origin goods from U.S. federal procurement in r

    ProtectiveAdverse
    Memo6/10Quiet signalProcurementBan / prohibitionMetalsAutosAeroTechIndustrialUSCA
    MMM3MEADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarCENXCentury Aluminum
Policy market alerts · Executive Orders