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Memo 13806MemorandumTrump 47 · R Quiet signal

Presidential Memorandum 13806

Presidential Waiver of Statutory Requirements Pursuant to Section 303 of the Defense Production Act of 1950, as Amended

This memorandum invokes the Defense Production Act to waive standard statutory requirements (sections 303(a)(2)-(a)(6)) for critical defense supply chains, citing the need to avert shortfalls that would impair national defense. It covers broad defense industrial base sectors including aircraft, ground systems, shipbuilding, space systems, microelectronics, and workforce training, referencing the 2018 EO 13806 industrial base assessment.

Federal Register Open PDF 91 FR 8063

Impact dates

  1. Federal Register publication

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

Defense primesAerospaceSemiconductorsSteel & aluminumAutosShipping & logistics

Mechanisms

ProcurementSubsidy / incentiveLicensing

Role pressure

  • ProtectiveDomestic producer — DPA waiver enables prioritized contracts, expedited procurement, and potential direct investment for defense-critical domestic suppliers
  • MixedDownstream manufacturer — Priority allocation may secure supply for defense but could divert materials from commercial applications
  • ProtectiveEquipment supplier — Machine tools and industrial controls specifically named for production support

Geographies

US

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

EADSYAirbusAAAlcoaAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsFDXFedExFFordGEGE AerospaceGDGeneral DynamicsGMGeneral MotorsHONHoneywellHYMTFHyundai MotorINTCIntelQQQInvesco QQQ TrustLMTLockheed MartinMATXMatsonMUMicron TechnologyNOCNorthrop GrummanNUENucorNVDANVIDIA

Confidence: medium · Policy alerts

Key directives

  • Waive requirements of section 303(a)(2)-(a)(6) of the Defense Production Act for critical Department of War supply chains
  • Determine that action is necessary to avert shortfalls impairing national defense capability
  • Authorize and direct Federal Register publication

Who is ordered

Timeline

Immediate

  • Waiver takes effect upon issuance
  • Federal Register publication authorized

Near term (90d)

  • Supply chain prioritization and contracting adjustments under waived requirements
  • Department of War implementation of expedited DPA authorities

Long term

  • Defense industrial base revival across identified sectors
  • Workforce pipeline development
  • Sustained domestic production capacity for critical defense systems

Risks & tensions

  • Broad waiver of DPA procedural safeguards (compensation, anti-discrimination, labor standards) may reduce oversight
  • Reference to 'Department of War' is anachronistic—actual implementing agency unclear (likely Defense Department)
  • Vague 'reviving' standard allows wide executive discretion without defined metrics
  • Workforce training pipeline inclusion suggests labor market interventions with undefined scope
Presidential Memorandum 13806: Presidential Waiver of Statutory Requirements Pursuant to Section 303 of the Defense Production Act of 1950, as Amended · Executive Orders