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 13dIssued Aug 25, 2026

    The National Space Transportation Policy

    Foreign launch/reentry request recommendation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  2. in 33dIssued Aug 14, 2026

    Delivering Gold Standard Childhood Vaccine Recommendations for Americans

    HHS Task Force on Safer Childhood Vaccines presents plans to President through Assistant to the President for Domestic Policy

    MixedUncertain
    EO 144208/10ProcurementLicensingPharmaTechIndustrialUSEUOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
  3. 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
  4. in 43dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal land reentry site identification

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  5. in 73dIssued Aug 25, 2026

    The National Space Transportation Policy

    Export policies and controls update (and every 2 years thereafter)

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  6. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal range scheduling criteria development and promulgation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  7. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Additional launch facility locations, airspace integration plan, and priority airspace designation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  8. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Spectrum access approach report (and every 2 years thereafter)

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  9. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Space launch infrastructure security reports

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  10. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Responsive and resilient space access evaluation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  11. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Reentry safety criteria evaluation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  12. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Space transportation industrial base strategy

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  13. in 193dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal land reentry site development plan

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  14. in 1547dIssued Aug 25, 2026

    The National Space Transportation Policy

    Target for 1,000+ annual launches and reentries

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
Policy market alerts · Executive Orders