
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
- Cliff vs glide — dates that change market access differ from multi-year programs.
- Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
- Named issuers — curated watchlist only.
- Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.
- in 42dIssued Oct 6, 2025
Adjusting Imports of Timber, Lumber, and Their Derivative Products Into the United States
Secretary of Commerce must provide President update on hardwood timber/lumber markets and domestic industry
MMM3MEADSYAirbusAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy - in 106dIssued Aug 11, 2026
Adjusting Imports of Polysilicon and Its Derivatives Into the United States
MIP program and 15% ad valorem tariffs take effect on goods entered for consumption
ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs - in 225dIssued Mar 27, 2026
Continued national emergency expires unless further extended
ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum - in 460dIssued May 29, 2025
Deploying Advanced Nuclear Reactor Technologies for National Security
Goal for operating first advanced reactor at designated DOE site (30 months from order)
MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips - in 498dIssued Jun 4, 2026
Temporary tariff rate structure expires
MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy - in 498dIssued Apr 9, 2026
Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States
Annex III graduated tariff regime expires
EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos - in 499dIssued Jun 4, 2026
Rates revert to Proclamation 11021 structure
MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy - in 499dIssued 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
EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos - in 772dIssued May 29, 2025
Deploying Advanced Nuclear Reactor Technologies for National Security
Operation of Army-regulated nuclear reactor at domestic military base commences
MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips - in 884dIssued Aug 11, 2026
Adjusting Imports of Polysilicon and Its Derivatives Into the United States
Construction start deadline for approved onshoring plans
ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs - in 884dIssued Jul 23, 2026
Further Strengthening Actions Taken To Adjust Imports of Aluminum Into the United States
Construction must start on approved primary aluminum facilities
AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel - in 1533dIssued Oct 22, 2025
import adjustment offset program ends
EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips - in 1594dIssued May 29, 2025
Reinvigorating the Nuclear Industrial Base
5 GW power uprates and 10 new large reactors under construction
MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy - Issued Jun 4, 2025
President waives standard statutory requirements under Section 303 of the Defense Production Act to expedite production
ALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips - 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
EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar - Issued Apr 20, 2026
This Presidential Permit authorizes Enbridge Energy, Limited Partnership to operate and maintain existing 30-inch pipeli
LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell - Issued Jul 3, 2025
This Presidential Permit authorizes Junction Pipeline Company, LLC to construct, connect, operate, and maintain a 30-inc
AAAlcoaCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilGEVGE Vernova - Issued Apr 20, 2026
This Presidential Permit authorizes Bakken Pipeline Company LP, a subsidiary of Canadian corporation Enbridge Inc., to c
LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilGEVGE VernovaSHELShellTSLATesla - Issued Apr 20, 2026
This Presidential permit authorizes Enbridge Energy, Limited Partnership to continue operating and maintaining existing
LNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaosXOMExxon MobilFDXFedExGEVGE VernovaMATXMatson - Issued Apr 20, 2026
This presidential permit authorizes Bakken Pipeline Company LP, a subsidiary of Canadian Enbridge Inc., to operate and m
LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilGEVGE VernovaSHELShellTSLATesla - Issued Apr 20, 2026
This Presidential Permit authorizes Enbridge Pipelines (Southern Lights) L.L.C. to continue operating and maintaining ex
LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell - Issued Jul 3, 2025
This presidential permit authorizes Steel Reef US Pipelines LLC to operate and maintain existing 8.625-inch pipeline fac
LNGCheniere EnergySHELShellTSLATesla