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 25dIssued Sep 4, 2025

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

    Extended TWEA authorities expire unless renewed

    AdverseMixed
    Det 2025-114/10Ban / prohibitionLicensingFinanceAgOil/gasLogisticsUSEUCAOTHER
    ADMArcher Daniels MidlandBACBank of AmericaBLKBlackRockBGBungeCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  2. in 86dIssued 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
  3. in 121dIssued 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
  4. in 121dIssued 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
  5. in 121dIssued 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
  6. in 198dIssued 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
  7. in 207dIssued 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
  8. in 211dIssued 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
  9. in 211dIssued 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
  10. in 216dIssued Mar 27, 2026

    Continuation of the National Emergency With Respect to Specified Harmful Foreign Activities of the Government of the Russian Federation

    Continued national emergency expires unless extended again

    AdverseMixed
    Notice6/10Quiet signalBan / prohibitionLicensingFinanceOil/gasDefenseTechUSEUUK
    GOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingLNGCheniere EnergyCVXChevronCOPConocoPhillips
  11. in 498dIssued 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
  12. in 1594dIssued 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
  13. in 1959dIssued 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
  14. Issued May 7, 2026

    Imposing Sanctions on Those Responsible for Repression in Cuba and for Threats to United States National Security and Foreign Policy

    This executive order expands sanctions against Cuba by blocking property of foreign persons operating in key Cuban secto

    AdverseMixed
    EO 144047/10Quiet signalBan / prohibitionLicensingOil/gasDefenseMetalsFinanceLogisticsUSEUCAMX
    AAAlcoaBACBank of AmericaBLKBlackRockBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  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