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 25dIssued Sep 4, 2025

    Continuation of the Exercise of Certain Authorities Under the Trading With the Enemy Act

    Extended TWEA authorities expire unless renewed

    Det 2025-114/10Ban / prohibitionLicensingFinanceAgOil/gasLogisticsUSEUCAOTHER
    ADMArcher Daniels MidlandBACBank of AmericaBLKBlackRockBGBungeCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  2. in 42dIssued Oct 6, 2025

    Adjusting Imports of Timber, Lumber, and Their Derivative Products Into the United States

    Secretary of Commerce must provide President update on hardwood timber/lumber markets and domestic industry

    Proc 109768/10TariffQuotaLicensingMetalsAutosOil/gasDefenseAeroIndustrialUSUKEUJP
    MMM3MEADSYAirbusAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  3. in 106dIssued Aug 11, 2026

    Adjusting Imports of Polysilicon and Its Derivatives Into the United States

    MIP program and 15% ad valorem tariffs take effect on goods entered for consumption

    Proc 110528/10Quiet signalMinimum import priceTariffSubsidy / incentiveProcurementSolarSemiMineralsMetalsUSCNEUJP
    ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs
  4. in 134dIssued Jan 9, 2026

    Amendments to Adjusting Imports of Timber, Lumber, and Their Derivative Products Into the United States

    Tariff increases to 30% (upholstered furniture) and 50% (kitchen cabinets/vanities) take effect unless agreements reached

    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsFFordFCXFreeport-McMoRan
  5. in 138dIssued 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
  6. in 138dIssued 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
  7. in 153dIssued Jan 14, 2026

    Continuation of the National Emergencies With Respect to the Southern Border of the United States and Cartels and Other Transnational Organizations

    Proclamation 10886 and EO 14157 one-year continuation expires unless renewed

    Notice6/10Quiet signalTariffBan / prohibitionAutosAgChemOil/gasPharmaLogisticsUSCAMXCN
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron
  8. in 165dIssued Jan 14, 2026

    Continuation of the National Emergencies With Respect to the Southern Border of the United States and Cartels and Other Transnational Organizations

    EO 14193, EO 14194, and EO 14195 one-year continuation expires unless renewed

    Notice6/10Quiet signalTariffBan / prohibitionAutosAgChemOil/gasPharmaLogisticsUSCAMXCN
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron
  9. in 225dIssued Mar 27, 2026

    Continuation of the National Emergency With Respect to Trade Practices That Contribute to Large and Persistent Annual United States Goods Trade Deficits

    Continued national emergency expires unless further extended

    Notice6/10Quiet signalTariffBan / prohibitionLicensingMetalsAutosAgTechPharmaMineralsUSCNEUMX
    ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum
  10. in 460dIssued May 29, 2025

    Deploying Advanced Nuclear Reactor Technologies for National Security

    Goal for operating first advanced reactor at designated DOE site (30 months from order)

    EO 142998/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  11. in 498dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Temporary tariff rate structure expires

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  12. in 498dIssued Apr 9, 2026

    Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States

    Annex III graduated tariff regime expires

    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  13. in 499dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Rates revert to Proclamation 11021 structure

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  14. in 499dIssued Apr 9, 2026

    Strengthening Actions Taken To Adjust Imports of Aluminum, Steel, and Copper Into the United States

    Full clause 3 rates apply to Annex III products

    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  15. in 772dIssued May 29, 2025

    Deploying Advanced Nuclear Reactor Technologies for National Security

    Operation of Army-regulated nuclear reactor at domestic military base commences

    EO 142998/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  16. in 884dIssued Aug 11, 2026

    Adjusting Imports of Polysilicon and Its Derivatives Into the United States

    Construction start deadline for approved onshoring plans

    Proc 110528/10Quiet signalMinimum import priceTariffSubsidy / incentiveProcurementSolarSemiMineralsMetalsUSCNEUJP
    ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs
  17. in 884dIssued 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
  18. in 1533dIssued Oct 22, 2025

    Adjusting Imports of Medium- and Heavy-Duty Vehicles, Medium- and Heavy-Duty Vehicle Parts, and Buses Into the United States

    import adjustment offset program ends

    Proc 109848/10Quiet signalTariffSubsidy / incentiveLicensingAutosMetalsOil/gasDefenseAeroLogisticsUSCAMXJP
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  19. in 1594dIssued May 29, 2025

    Reinvigorating the Nuclear Industrial Base

    5 GW power uprates and 10 new large reactors under construction

    EO 143028/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseMineralsMetalsIndustrialUSCNAUCA
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  20. Issued May 7, 2026

    Imposing Sanctions on Those Responsible for Repression in Cuba and for Threats to United States National Security and Foreign Policy

    This executive order expands sanctions against Cuba by blocking property of foreign persons operating in key Cuban secto

    EO 144047/10Quiet signalBan / prohibitionLicensingOil/gasDefenseMetalsFinanceLogisticsUSEUCAMX
    AAAlcoaBACBank of AmericaBLKBlackRockBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  21. Issued Feb 26, 2025

    Defending American Companies and Innovators From Overseas Extortion and Unfair Fines and Penalties

    This memorandum directs multiple agencies to investigate and counter foreign tax and regulatory practices—particularly d

    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  22. Issued Apr 20, 2026

    Authorizing Enbridge Energy, Limited Partnership To Operate and Maintain Existing Pipeline Facilities at St. Clair County, Michigan, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Enbridge Energy, Limited Partnership to operate and maintain existing 30-inch pipeli

    Other6/10Quiet signalLicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell
  23. Issued Jul 3, 2025

    Authorizing Junction Pipeline Company, LLC To Construct, Connect, Operate, and Maintain Pipeline Facilities at Toole County, Montana, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Junction Pipeline Company, LLC to construct, connect, operate, and maintain a 30-inc

    Other6/10Quiet signalLicensingOil/gasMetalsUSCA
    AAAlcoaCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilGEVGE Vernova
  24. 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
  25. Issued Apr 20, 2026

    Authorizing Bakken Pipeline Company LP To Construct, Connect, Operate, and Maintain Pipeline Facilities at Burke County, North Dakota, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Bakken Pipeline Company LP, a subsidiary of Canadian corporation Enbridge Inc., to c

    Other5/10LicensingOil/gasUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilGEVGE VernovaSHELShellTSLATesla
  26. Issued Apr 20, 2026

    Authorizing Enbridge Energy, Limited Partnership 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 Energy, Limited Partnership to continue operating and maintaining existing

    Other5/10LicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaosXOMExxon MobilFDXFedExGEVGE VernovaMATXMatson
  27. Issued Apr 20, 2026

    Authorizing Bakken Pipeline Company LP To Operate and Maintain Existing Pipeline Facilities at Burke County, North Dakota, at the International Boundary Between the United States and Canada

    This presidential permit authorizes Bakken Pipeline Company LP, a subsidiary of Canadian Enbridge Inc., to operate and m

    Other4/10LicensingOil/gasUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilGEVGE VernovaSHELShellTSLATesla
  28. 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
  29. Issued Jul 3, 2025

    Authorizing Steel Reef US Pipelines LLC To Operate and Maintain Pipeline Facilities at Burke County, North Dakota, at the International Boundary Between the United States and Canada

    This presidential permit authorizes Steel Reef US Pipelines LLC to operate and maintain existing 8.625-inch pipeline fac

    Other4/10LicensingOil/gasUSCA
    LNGCheniere EnergySHELShellTSLATesla
Policy market alerts · Executive Orders