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 39dIssued Nov 7, 2025

    Continuation of the National Emergency With Respect to Iran

    Continued national emergency expires unless renewed again

    AdverseUncertain
    Notice6/10Quiet signalBan / prohibitionLicensingFinanceOil/gasLogisticsIndustrialUSEUCN
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  2. in 39dIssued Nov 7, 2025

    Continuation of the National Emergency With Respect to the Proliferation of Weapons of Mass Destruction

    New expiration date of continued national emergency

    AdverseMixed
    Notice4/10Ban / prohibitionLicensingFinanceDefenseChemTechUSCNKRIN
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing
  3. in 40dIssued May 22, 2026

    Restoring Integrity to America's Financial System

    Treasury and federal functional regulators consideration of BSA customer identification program changes regarding foreign consular ID cards

    AdverseMixedUncertain
    EO 144067/10Quiet signalLicensingProcurementFinanceAutosIndustrialUSMXCN
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarFFordFCXFreeport-McMoRanGEVGE Vernova
  4. in 74dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    NSA submits first annual National Security Systems PQC migration report

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  5. in 74dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    NIST revises Cryptographic Module Validation Program processes

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  6. in 74dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    FAR Council proposes rule on contractor PQC compliance by Dec 31, 2030

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  7. in 151dIssued Feb 20, 2026

    Continuation of the National Emergency With Respect to Ukraine

    Continued national emergency expires unless further extended

    ProtectiveAdverseMixed
    Notice6/10Quiet signalBan / prohibitionLicensingOil/gasFinanceDefenseIndustrialUSEUUKCN
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  8. in 160dIssued Mar 5, 2026

    Continuation of the National Emergency With Respect to Iran

    Continued national emergency expires unless renewed again

    ProtectiveAdverse
    Notice6/10Quiet signalBan / prohibitionLicensingOil/gasFinanceLogisticsChemDefenseUSEUCNKR
    MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockBABoeingLNGCheniere EnergyCVXChevron
  9. in 164dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    CISA releases public guidance on cryptographic bill of materials minimum elements

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  10. in 164dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    FAR Council proposes rule on contractor vulnerability disclosure programs for cryptographic vulnerabilities

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  11. in 343dIssued Aug 25, 2026

    Continuation of the Exercise of Certain Authorities Under the Trading With the Enemy Act

    Extended TWEA authorities expire unless renewed

    AdverseMixed
    Det 2026-214/10Ban / prohibitionLicensingFinanceAgOil/gasLogisticsIndustrialUSCNEUCA
    MMM3MAAPLAppleADMArcher Daniels MidlandBACBank of AmericaBLKBlackRockBGBungeCATCaterpillarLNGCheniere Energy
  12. in 451dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    NIST PQC migration pilot project completion

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  13. in 1547dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    HVAs and high-impact systems transition to PQC for key establishment

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  14. in 1912dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    HVAs and high-impact systems transition to PQC for digital signatures

    ProtectiveAdverseMixed
    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  15. Issued Dec 19, 2025

    Presidential Determination Pursuant to Section 1245(d)(4)(B) and (C) of the National Defense Authorization Act for Fiscal Year 2012

    This presidential determination finds that global petroleum markets have sufficient non-Iranian supply to allow signific

    ProtectiveAdverseMixed
    Det 2026-015/10Quiet signalBan / prohibitionLicensingOil/gasLogisticsFinanceUSCNINKR
    DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express
Policy market alerts · Executive Orders