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 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

    AdverseUncertain
    Notice5/10Quiet signalBan / prohibitionLicensingFinanceOil/gasLogisticsChemUSOTHER
    MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockLNGCheniere EnergyCVXChevronCOPConocoPhillips
  2. 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

    AdverseMixed
    Notice4/10Ban / prohibitionLicensingFinanceDefenseChemTechUSCNKRIN
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing
  3. 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

    ProtectiveAdverseMixed
    EO 143646/10LicensingProcurementAgChemTechUSOTHER
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  4. 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

    ProtectiveAdverseMixed
    EO 143878/10Quiet signalProcurementSubsidy / incentiveLicensingChemAgSemiMineralsDefenseUSOTHER
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBABoeingAVGOBroadcomBGBungeCATCaterpillar
  5. 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

    AdverseMixed
    EO 142367/10Quiet signalSubsidy / incentiveProcurementLicensingSolarMetalsOil/gasChemDefensePharmaUSCNEUKR
    MMM3MALBAlbemarleAAAlcoaBASFYBASFBABoeingCSIQCanadian SolarCENXCentury AluminumLNGCheniere Energy
Policy market alerts · Executive Orders