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EO 14236Executive OrderTrump 47 · R Quiet signal

Executive Order 14236

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This executive order revokes 18 additional Biden-era executive actions, building on an earlier January 2025 order that rescinded 78 others.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.

Federal Register Open PDF 90 FR 13037

Market exposure

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

Sectors

Solar PVSteel & aluminumOil & gasChemicalsDefense primesPharma

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

USCNEUKRJPOTHER

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

Timeline

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