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 86dIssued Nov 7, 2025
New expiration date of continued national emergency
MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing - in 207dIssued Mar 5, 2026
Continuation of the National Emergency With Respect to Iran
Continued national emergency expires unless renewed again
MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockBABoeingLNGCheniere EnergyCVXChevron - 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 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