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 138dIssued 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 138dIssued 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 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

    ProtectiveMixedUncertain
    Proc 110457/10Quiet signalTariffSubsidy / incentiveLicensingMetalsUSCAMXOTHER
    AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
  4. Issued Mar 6, 2025

    Amendment to Duties To Address the Flow of Illicit Drugs Across Our Northern Border

    This executive order amends EO 14193 to preserve duty-free de minimis treatment for goods from Canada and Mexico covered

    MixedUncertain
    EO 142266/10Quiet signalTariffLicensingLogisticsTechIndustrialUSCAMX
    AAPLAppleDACDanaosFDXFedExNVDANVIDIAUPSUPSZTOZTO Express
  5. Issued Apr 20, 2026

    Authorizing Enbridge Pipelines (Southern Lights) L.L.C. To Operate and Maintain Existing Pipeline Facilities at Pembina County, North Dakota, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Enbridge Pipelines (Southern Lights) L.L.C. to continue operating and maintaining ex

    ProtectiveMixedUncertain
    Other4/10LicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell
Policy market alerts · Executive Orders