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.

Mar 15, 2027in 207dIssued Mar 5, 2026
Continuation of the National Emergency With Respect to Iran
Continued national emergency expires unless renewed again
Protective Adverse
Notice6/10Quiet signalBan / prohibitionLicensingOil/gas Finance Logistics Chem Defense US EU CN KR
MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockBABoeingLNGCheniere EnergyCVXChevron
Nov 23, 2027in 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)
Protective Mixed
EO 142998/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gas Defense Tech Minerals Industrial US CN EU JP
MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
Sep 30, 2028in 772dIssued May 29, 2025
Deploying Advanced Nuclear Reactor Technologies for National Security
Operation of Army-regulated nuclear reactor at domestic military base commences
Protective Mixed
EO 142998/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gas Defense Tech Minerals Industrial US CN EU JP
MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
Date TBDIssued 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
Protective Adverse Mixed
Det 2026-015/10Quiet signalBan / prohibitionLicensingOil/gas Logistics Finance US CN IN KR
DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express
Date TBDIssued May 29, 2025
Presidential Determination Pursuant to Section 1245(d)(4)(B) and (C) of the National Defense Authorization Act for Fiscal Year 2012
The President determined that global petroleum supplies from non-Iranian sources remain sufficient to allow countries to
Adverse Mixed
Det 2025-045/10Quiet signalBan / prohibitionOil/gas US CN IN KR
SHELShellTSLATesla