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 1dIssued Nov 28, 2025

    Launching the Genesis Mission

    Initial operating capability demonstration for at least one challenge

    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  2. in 12dIssued Jun 10, 2026

    Strengthening Customs Enforcement

    Foreign exporter documentation requirement; revised mitigation standards; enhanced seizure/disposal; transparency measures

    EO 144118/10Quiet signalBan / prohibitionLicensingProcurementLogisticsTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyDACDanaosFDXFedExFCXFreeport-McMoRan
  3. in 22dIssued Jul 17, 2026

    Modifying the Bears Ears National Monument

    Excluded lands open to entry, mineral/geothermal leasing, and mining laws

    Proc 110438/10LicensingSubsidy / incentiveMineralsOil/gasAgDefenseUSOTHER
    ALBAlbemarleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  4. 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

    Det 2025-114/10Ban / prohibitionLicensingFinanceAgOil/gasLogisticsUSEUCAOTHER
    ADMArcher Daniels MidlandBACBank of AmericaBLKBlackRockBGBungeCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  5. in 28dIssued Sep 10, 2025

    Continuation of the National Emergency With Respect to Ethiopia

    Continued emergency expires unless renewed again

    Notice4/10Ban / prohibitionLicensingFinanceIndustrialUSOTHER
    AAPLAppleHSBCHSBC
  6. in 32dIssued Sep 24, 2025

    Restriction on Entry of Certain Nonimmigrant Workers

    Restriction expires unless extended

    Proc 109738/10Ban / prohibitionLicensingTechIndustrialUSINCNOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
  7. in 41dIssued Oct 2, 2025

    Continuation of the National Emergency With Respect to the Situation in and in Relation to Syria

    Continued national emergency expires unless further extended

    Notice5/10Quiet signalBan / prohibitionLicensingFinanceOil/gasLogisticsChemUSOTHER
    MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockLNGCheniere EnergyCVXChevronCOPConocoPhillips
  8. in 42dIssued Oct 6, 2025

    Adjusting Imports of Timber, Lumber, and Their Derivative Products Into the United States

    Secretary of Commerce must provide President update on hardwood timber/lumber markets and domestic industry

    Proc 109768/10TariffQuotaLicensingMetalsAutosOil/gasDefenseAeroIndustrialUSUKEUJP
    MMM3MEADSYAirbusAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  9. in 86dIssued 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

    Notice4/10Ban / prohibitionLicensingFinanceDefenseChemTechUSCNKRIN
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing
  10. in 96dIssued Nov 28, 2025

    Launching the Genesis Mission

    First annual report to President on Platform status, outcomes, and partnerships

    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  11. in 102dIssued Jun 10, 2026

    Strengthening Customs Enforcement

    IOR eligibility regulations; good standing requirement; IOR registry update; enhanced vetting procedures

    EO 144118/10Quiet signalBan / prohibitionLicensingProcurementLogisticsTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyDACDanaosFDXFedExFCXFreeport-McMoRan
  12. in 108dIssued Dec 10, 2025

    Addressing Security Risks From Price Fixing and Anti-Competitive Behavior in the Food Supply Chain

    Second joint congressional briefing on task force progress

    EO 143646/10LicensingProcurementAgChemTechUSOTHER
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  13. in 134dIssued Jul 23, 2026

    Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials

    Cease issuance of waivers under 10 U.S.C. 4872(c)(1) except as provided

    EO 144158/10Quiet signalBan / prohibitionProcurementLicensingSubsidy / incentiveDefenseMineralsMetalsSemiAeroTechUSCNOTHER
    EADSYAirbusALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeing
  14. in 134dIssued Aug 5, 2025

    Adjusting Imports of Copper Into the United States

    Potential 15% phased universal tariff on refined copper (contingent on Secretary's 2026 review)

    Proc 109628/10Quiet signalTariffQuotaBan / prohibitionMetalsAutosDefenseOil/gasMineralsIndustrialUSCNUKOTHER
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  15. in 138dIssued Jul 15, 2026

    Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States

    Update to President on negotiation progress

    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  16. in 138dIssued Jul 15, 2026

    Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States

    Deadline after which President may consider alternative remedies if no agreement reached

    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  17. in 174dIssued Feb 6, 2026

    Continuation of the National Emergency With Respect to the Situation in and in Relation to Burma

    Continued national emergency expires unless extended again

    Notice4/10Ban / prohibitionLicensingOil/gasIndustrialFinanceUSOTHER
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  18. in 235dIssued Apr 10, 2026

    Continuation of the National Emergency With Respect to Somalia

    Extended emergency expiration unless further continued

    Notice4/10Quiet signalBan / prohibitionLicensingLogisticsOil/gasIndustrialUSOTHER
    AAPLAppleDACDanaosFDXFedExSHELShellTSLATeslaUPSUPSZTOZTO Express
  19. in 269dIssued May 11, 2026

    Continuation of the National Emergency With Respect to Yemen

    Continued emergency expires unless extended

    Notice4/10Ban / prohibitionLicensingLogisticsOil/gasUSOTHER
    DACDanaosSHELShellTSLATeslaZTOZTO Express
  20. in 300dIssued May 26, 2026

    Continuation of the National Emergency With Respect to Belarus

    Continued national emergency expires unless further extended

    Notice5/10Quiet signalBan / prohibitionLicensingFinanceOil/gasIndustrialUSOTHER
    AAPLAppleHSBCHSBCSHELShellTSLATesla
  21. in 498dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Temporary tariff rate structure expires

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  22. in 498dIssued Apr 9, 2026

    Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States

    Annex III graduated tariff regime expires

    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  23. in 499dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Rates revert to Proclamation 11021 structure

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  24. in 499dIssued Apr 9, 2026

    Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States

    Full clause 3 rates apply to Annex III products

    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  25. Issued Feb 23, 2026

    Promoting the National Defense by Ensuring an Adequate Supply of Elemental Phosphorus and Glyphosate- Based Herbicides

    This Defense Production Act order delegates presidential authority to the Secretary of Agriculture to prioritize and all

    EO 143878/10Quiet signalProcurementSubsidy / incentiveLicensingChemAgSemiMineralsDefenseUSOTHER
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBABoeingAVGOBroadcomBGBungeCATCaterpillar
  26. 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

    EO 144047/10Quiet signalBan / prohibitionLicensingOil/gasDefenseMetalsFinanceLogisticsUSEUCAMX
    AAAlcoaBACBank of AmericaBLKBlackRockBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  27. Issued Apr 23, 2026

    Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity

    This Defense Production Act determination declares grid infrastructure and its supply chains—including transformers, tra

    Det 2026-107/10Quiet signalSubsidy / incentiveProcurementMetalsOil/gasIndustrialUSCNOTHER
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  28. Issued Dec 16, 2025

    Protecting American Investors From Foreign-Owned and Politically-Motivated Proxy Advisors

    This executive order directs the SEC, FTC, and Department of Labor to increase oversight of foreign-owned proxy advisors

    EO 143667/10Quiet signalLicensingSubsidy / incentiveTechUSUKOTHER
    GOOGLAlphabetAAPLAppleQQQInvesco QQQ TrustMETAMeta PlatformsMSFTMicrosoftNVDANVIDIAORCLOracleSPYSPDR S&P 500 ETF
  29. Issued Jun 4, 2025

    Presidential Waiver of Statutory Requirements Pursuant to Section 303 of the Defense Production Act of 1950: Reviving the Manufacturing and Defense Industrial Base for Munitions and Minerals

    President waives standard statutory requirements under Section 303 of the Defense Production Act to expedite production

    Memo7/10Quiet signalSubsidy / incentiveProcurementDefenseMineralsMetalsOil/gasUSCNCAAU
    ALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  30. Issued Apr 22, 2025

    Unleashing American Commercial Fishing in the Pacific

    This proclamation lifts the commercial fishing ban in the Pacific Remote Islands Marine National Monument (PRIMNM) for U

    Proc 109187/10Quiet signalBan / prohibitionLicensingAgLogisticsIndustrialUSOTHER
    MMM3MAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarLNGCheniere EnergyCTVACortevaDACDanaos
  31. Issued Mar 20, 2025

    Additional Rescissions of Harmful Executive Orders and Actions

    This executive order revokes 18 additional Biden-era executive actions, building on an earlier January 2025 order that r

    EO 142367/10Quiet signalSubsidy / incentiveProcurementLicensingSolarMetalsOil/gasChemDefensePharmaUSCNEUKR
    MMM3MALBAlbemarleAAAlcoaBASFYBASFBABoeingCSIQCanadian SolarCENXCentury AluminumLNGCheniere Energy
  32. Issued Feb 26, 2025

    Defending American Companies and Innovators From Overseas Extortion and Unfair Fines and Penalties

    This memorandum directs multiple agencies to investigate and counter foreign tax and regulatory practices—particularly d

    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  33. Issued Nov 3, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Mineral Security

    This proclamation grants a 2-year exemption from EPA emissions-control requirements under the 2024 Copper Rule to the re

    Proc 109876/10Quiet signalSubsidy / incentiveLicensingMineralsMetalsOil/gasDefenseUSCNOTHER
    ALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  34. 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

    Det 2026-015/10Quiet signalBan / prohibitionLicensingOil/gasLogisticsFinanceUSCNINKR
    DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express
  35. Issued 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

    Det 2025-045/10Quiet signalBan / prohibitionOil/gasUSCNINKR
    SHELShellTSLATesla
  36. Issued Mar 18, 2026

    Ensuring Truthful Advertising of Products Claiming To Be Made in America

    This executive order directs the FTC to prioritize enforcement against false "Made in America" claims, especially by for

    EO 143925/10ProcurementLicensingTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
Policy market alerts · Executive Orders