EO 14236Executive OrderTrump 47 · R Quiet signal

Executive Order 14236

Additional Rescissions of Harmful Executive Orders and Actions

In simple terms

This executive order revokes 18 additional Biden-era executive actions, building on an earlier January 2025 order that rescinded 78 others. The revocations span COVID-19 data policy, foreign policy workforce revitalization, LGBTQ+ human rights abroad, federal contractor minimum wage, energy supply emergency declarations, Defense Production Act determinations for solar, insulation, electrolyzers/fuel cells, and heat pumps, biotechnology investment, arms transfer policy, worker empowerment globally, tribal funding reform, registered apprenticeships, and investment in American workers.

Record & deadlines

  1. Signed

    Signed by the President

  2. FR published

    Published in the Federal Register · 90 FR 13037

Market exposure

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

Mechanisms

Subsidy / incentiveProcurementLicensing

Role pressure

  • AdverseDomestic producer — Solar PV, insulation, electrolyzer, fuel cell, and heat pump manufacturers lose DPA priority contracting and loan authority that supported facility buildout
  • MixedImporter — Solar module/component importers may benefit from reduced domestic competition pressure, but lose DPA-backed domestic supply chain investments
  • AdverseDownstream manufacturer — Biotechnology and biomanufacturing firms lose federal coordination, funding prioritization, and bioeconomy strategy support
  • AdverseProject developer — Clean energy project developers lose DPA-enabled supply chain security for solar, heat pump, and hydrogen equipment
  • AdverseEquipment supplier — Defense supply chain resilience DPA waiver revoked; platinum group metals and critical mineral suppliers lose priority status

Geographies

Illustrative public companies

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

MMM3MALBAlbemarleAAAlcoaBASFYBASFBABoeingCSIQCanadian SolarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsCTVACortevaDQDaqo New EnergyDOWDowDDDuPontLLYEli LillyENPHEnphase EnergyXOMExxon MobilFSLRFirst SolarGEVGE VernovaGDGeneral DynamicsJKSJinkoSolarJNJJohnson & JohnsonLMTLockheed Martin

Confidence: high · Policy alerts

Key directives

  • Revoke EO 13994 (COVID-19 data response)
  • Revoke NSM-3 (foreign policy/national security workforce)
  • Revoke PM on LGBTQ+ human rights abroad
  • Revoke EO 14026 (federal contractor minimum wage)
  • Revoke PM on severe energy supply interruption
  • Revoke PD 2022-13 (infant formula DPA authority)
  • Revoke PD 2022-15 (solar PV modules DPA)
  • Revoke PD 2022-16 (insulation DPA)
  • Revoke PD 2022-17 (electrolyzers/fuel cells/platinum DPA)
  • Revoke PD 2022-18 (electric heat pumps DPA)
  • Revoke EO 14081 (biotechnology/biomanufacturing)
  • Revoke PM on NDAA delegation

Prior policyRollback

  • revokeEO 13994
  • revokeNSM 3
  • revokePM February 4, 2021 (LGBTQ+ rights)
  • revokeEO 14026
  • revokePM March 31, 2022 (energy supply)
  • revokePD 2022-13
  • revokePD 2022-15
  • revokePD 2022-16
  • revokePD 2022-17
  • revokePD 2022-18
  • revokeEO 14081
  • revokePM January 17, 2023 (NDAA delegation)
  • revokeNSM 18
  • revokePM February 27, 2023 (defense supply chain DPA)
  • revokePM November 16, 2023 (worker empowerment)
  • revokeEO 14112
  • revokeEO 14119
  • revokeEO 14126

Related orders

What to expect

Immediate

  • Revocation of 18 executive actions takes effect upon signing
  • Federal contractor minimum wage increase (EO 14026) rescinded
  • DPA determinations for solar, insulation, electrolyzers, heat pumps terminated

Near term (90d)

  • Agencies must cease implementation of revoked biotechnology and biomanufacturing initiatives
  • Arms transfer policy reverts to prior framework
  • Tribal funding reform mechanisms unwound
  • Apprenticeship expansion mandates halted

Long term

  • Structural shift in federal procurement labor standards
  • Clean energy manufacturing support programs dismantled
  • U.S. foreign policy on LGBTQ+ rights reverted to pre-2021 baseline
  • Potential supply chain vulnerabilities from DPA revocation for infant formula and defense resilience

Risks & tensions

  • Clean energy manufacturing DPA revocations may disrupt ongoing facility investments and supply chain buildout
  • Federal contractor minimum wage rollback affects estimated hundreds of thousands of low-wage service workers
  • LGBTQ+ rights abroad revocation removes diplomatic leverage tool; tension with allied human rights frameworks
  • Infant formula DPA revocation removes emergency production authority without replacement mechanism
  • Tribal funding reform revocation unwinds negotiated self-determination mechanisms; sovereignty tensions
  • Arms transfer policy shift may affect allied defense relationships if not replaced promptly
  • Biotechnology EO revocation cedes strategic competition frame with China on bioeconomy
Executive Order 14236: Additional Rescissions of Harmful Executive Orders and Actions · Executive Orders