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 13dIssued Aug 25, 2026

    The National Space Transportation Policy

    Foreign launch/reentry request recommendation

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  2. in 15dIssued Oct 20, 2025

    Continuation of the National Emergency With Respect to Significant Narcotics Traffickers Centered in Colombia

    Continued emergency authority expires unless renewed

    Notice4/10Ban / prohibitionFinanceIndustrialUSOTHER
    MMM3MBACBank of AmericaBLKBlackRockCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaGSGoldman SachsHONHoneywell
  3. in 21dIssued Oct 20, 2025

    Continuation of the National Emergency With Respect to the Democratic Republic of the Congo

    Continued national emergency expires unless further extended

    Notice4/10Ban / prohibitionMineralsIndustrialUSOTHER
    AAPLAppleDQDaqo New EnergySQMSQMVALEVale
  4. in 33dIssued Aug 14, 2026

    Delivering Gold Standard Childhood Vaccine Recommendations for Americans

    HHS Task Force on Safer Childhood Vaccines presents plans to President through Assistant to the President for Domestic Policy

    EO 144208/10ProcurementLicensingPharmaTechIndustrialUSEUOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
  5. in 39dIssued Nov 7, 2025

    Continuation of the National Emergency With Respect to Iran

    Continued national emergency expires unless renewed again

    Notice6/10Quiet signalBan / prohibitionLicensingFinanceOil/gasLogisticsIndustrialUSEUCN
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  6. in 40dIssued May 22, 2026

    Restoring Integrity to America's Financial System

    Treasury and federal functional regulators consideration of BSA customer identification program changes regarding foreign consular ID cards

    EO 144067/10Quiet signalLicensingProcurementFinanceAutosIndustrialUSMXCN
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarFFordFCXFreeport-McMoRanGEVGE Vernova
  7. in 40dIssued May 22, 2026

    Integrating Financial Technology Innovation Into Regulatory Frameworks

    Federal financial regulators take steps to encourage innovation after consultation

    EO 144056/10LicensingProcurementFinanceTechUS
    GOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockGSGoldman SachsHSBCHSBCQQQInvesco QQQ TrustJPMJPMorgan Chase
  8. in 43dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal land reentry site identification

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  9. in 49dIssued Aug 31, 2026

    Declaring a National Emergency To Secure the United States Bulk-Power System

    Secretary identifies risky equipment and submits replacement recommendations to President

    EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gasTechMetalsIndustrialSolarSemiUSCNOTHER
    MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
  10. in 49dIssued 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 53dIssued Oct 2, 2026

    Eliminating Disease-Carrying Pests and Restoring Enjoyment of the Great Outdoors

    EPA regulatory framework for advanced pest control technologies due; campaign development begins; alpha-gal labeling exploration due

    EO 144336/10Subsidy / incentiveProcurementLicensingPharmaAgTechChemIndustrialUS
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  12. in 73dIssued Aug 25, 2026

    The National Space Transportation Policy

    Export policies and controls update (and every 2 years thereafter)

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  13. in 79dIssued Aug 31, 2026

    Declaring a National Emergency To Secure the United States Bulk-Power System

    Secretary publishes rules/regulations implementing delegated authorities

    EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gasTechMetalsIndustrialSolarSemiUSCNOTHER
    MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
  14. in 83dIssued Oct 2, 2026

    Eliminating Disease-Carrying Pests and Restoring Enjoyment of the Great Outdoors

    HHS prize competitions for diagnostics/therapeutics; alpha-gal immunotherapy review; Agriculture prize competitions for non-chemical methods

    EO 144336/10Subsidy / incentiveProcurementLicensingPharmaAgTechChemIndustrialUS
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  15. in 86dIssued May 22, 2026

    To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes

    AGOA duty-free treatment, regional apparel program, and third-country fabric program expiration

    Proc 110306/10Quiet signalTariffQuotaAgIndustrialUSOTHER
    AAPLAppleADMArcher Daniels MidlandBGBungeTSNTyson Foods
  16. in 86dIssued May 22, 2026

    To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes

    CBERA Haiti duty-free treatment and percentage limits expiration

    Proc 110306/10Quiet signalTariffQuotaAgIndustrialUSOTHER
    AAPLAppleADMArcher Daniels MidlandBGBungeTSNTyson Foods
  17. in 87dIssued 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
  18. in 90dIssued Jun 11, 2025

    Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144

    FAR IoT Cyber Trust Mark labeling effective for federal vendors

    EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTechSemiDefenseIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
  19. in 91dIssued 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
  20. in 91dIssued 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
  21. in 127dIssued 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
  22. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal range scheduling criteria development and promulgation

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  23. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Additional launch facility locations, airspace integration plan, and priority airspace designation

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  24. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Spectrum access approach report (and every 2 years thereafter)

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  25. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Space launch infrastructure security reports

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  26. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Responsive and resilient space access evaluation

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  27. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Reentry safety criteria evaluation

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  28. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Space transportation industrial base strategy

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  29. in 139dIssued Aug 31, 2026

    Declaring a National Emergency To Secure the United States Bulk-Power System

    Secretary develops and submits recommended FAR revisions

    EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gasTechMetalsIndustrialSolarSemiUSCNOTHER
    MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
  30. in 188dIssued 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
  31. in 193dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal land reentry site development plan

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  32. in 221dIssued May 13, 2026

    Continuation of the National Emergency With Respect to Securing the Information and Communications Technology and Services Supply Chain

    Extended national emergency expires unless continued again

    Notice4/10LicensingTechSemiUSCN
    GOOGLAlphabetAAPLAppleINTCIntelQQQInvesco QQQ TrustMETAMeta PlatformsMUMicron TechnologyMSFTMicrosoftORCLOracle
  33. in 229dIssued Aug 31, 2026

    Declaring a National Emergency To Secure the United States Bulk-Power System

    FAR Council considers proposing FAR amendments for notice and public comment

    EO 144218/10Quiet signalBan / prohibitionProcurementLicensingOil/gasTechMetalsIndustrialSolarSemiUSCNOTHER
    MMM3MAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian Solar
  34. in 297dIssued Jul 29, 2026

    Continuation of the National Emergency With Respect to Brazil

    Continued emergency expires unless extended again

    Notice6/10Quiet signalBan / prohibitionLicensingTechOil/gasAgIndustrialUS
    AAPLAppleADMArcher Daniels MidlandBGBungeNVDANVIDIASHELShellTSLATeslaTSNTyson Foods
  35. in 373dIssued Oct 2, 2026

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

    Continued national emergency expires unless extended again

    Notice5/10Quiet signalBan / prohibitionLicensingFinanceOil/gasLogisticsIndustrialUSOTHER
    MMM3MBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaos
  36. in 837dIssued Jul 23, 2026

    Further Strengthening Actions Taken To Adjust Imports of Aluminum Into the United States

    Construction must start on approved primary aluminum facilities

    Proc 110457/10Quiet signalTariffSubsidy / incentiveLicensingMetalsUSCAMXOTHER
    AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
  37. in 1184dIssued Jun 11, 2025

    Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144

    Agencies must support TLS 1.3 or successor

    EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTechSemiDefenseIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
  38. in 1547dIssued Aug 25, 2026

    The National Space Transportation Policy

    Target for 1,000+ annual launches and reentries

    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  39. Issued Jun 17, 2026

    Restoring American Commercial Fishing in the Pacific

    This proclamation modifies four prior presidential proclamations to remove monument-based prohibitions on commercial fis

    Proc 110357/10Quiet signalBan / prohibitionLicensingAgLogisticsUSOTHER
    ADMArcher Daniels MidlandBGBungeCATCaterpillarLNGCheniere EnergyCTVACortevaFDXFedExMATXMatsonTSNTyson Foods
  40. Issued Jan 15, 2026

    Safeguarding Venezuelan Oil Revenue for the Good of the American and Venezuelan People

    This executive order declares a national emergency under IEEPA to block judicial attachment or other legal process again

    EO 143737/10Quiet signalBan / prohibitionLicensingOil/gasFinanceLogisticsUS
    DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express
  41. 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
  42. Issued Nov 25, 2025

    Letter From the President to United States Steel Corporation Senior Vice President, General Counsel and Secretary Scot Duncan

    President Trump, as holder of the Class G Preferred Stock (Golden Share) in U.S. Steel under a National Security Agreeme

    Other7/10Quiet signalLicensingProcurementMetalsUSJP
    AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
  43. Issued Jun 30, 2026

    Advancing Regenerative Agriculture and Strengthening American Farm Resilience

    This executive order directs EPA, USDA, and HHS to accelerate alternative pesticide registrations, review pre-harvest de

    EO 144146/10Quiet signalSubsidy / incentiveProcurementLicensingAgChemTechUS
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  44. Issued Mar 6, 2025

    Amendment to Duties To Address the Flow of Illicit Drugs Across Our Northern Border

    This executive order amends EO 14193 to preserve duty-free de minimis treatment for goods from Canada and Mexico covered

    EO 142266/10Quiet signalTariffLicensingLogisticsTechIndustrialUSCAMX
    AAPLAppleDACDanaosFDXFedExNVDANVIDIAUPSUPSZTOZTO Express
  45. Issued Dec 23, 2025

    Increasing Medical Marijuana and Cannabidiol Research

    This executive order directs the Attorney General to expedite rescheduling marijuana from Schedule I to Schedule III of

    EO 143706/10LicensingProcurementPharmaAgIndustrialUS
    MMM3MAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCTVACortevaLLYEli LillyFCXFreeport-McMoRan
  46. Issued Dec 16, 2025

    Authorizing the General Services Administration To Modernize, Expand, and Continue To Operate and Maintain a Pedestrian and Vehicular International Border Crossing at the Lan Luis I Land Port of Entry

    This Presidential Permit authorizes the General Services Administration to modernize, expand, and continue operating the

    Other5/10ProcurementLogisticsIndustrialUSMX
    MMM3MAAPLAppleCATCaterpillarLNGCheniere EnergyFDXFedExFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
  47. Issued Apr 18, 2025

    Restoring Common Sense to Federal Office Space Management

    This order revokes two prior executive orders (Carter's EO 12072 and Clinton's EO 13006) that required federal agencies

    EO 142745/10ProcurementIndustrialUS
    AAPLApple
  48. Issued Apr 20, 2026

    Authorizing Enbridge Pipelines (Southern Lights) L.L.C. To Operate and Maintain Existing Pipeline Facilities at Pembina County, North Dakota, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Enbridge Pipelines (Southern Lights) L.L.C. to continue operating and maintaining ex

    Other4/10LicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell
  49. Issued Mar 25, 2026

    Preserving America's Game

    This executive order directs the Commerce Secretary and FCC Chairman to coordinate with college football organizations a

    EO 143963/10LicensingTechIndustrialUS
    AAPLAppleNVDANVIDIA
Policy market alerts · Executive Orders