ExecutiveOrdersEO

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 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

    ProtectiveAdverseMixed
    Proc 109768/10TariffQuotaLicensingMetalsAutosOil/gasDefenseAeroIndustrialUSUKEUJP
    MMM3MEADSYAirbusAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  2. 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

    ProtectiveAdverseMixed
    Proc 110528/10Quiet signalMinimum import priceTariffSubsidy / incentiveProcurementSolarSemiMineralsMetalsUSCNEUJP
    ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs
  3. 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

    Mixed
    Proc 110006/10TariffMetalsAutosIndustrialUSCAMXOTHER
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsFFordFCXFreeport-McMoRan
  4. 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

    AdverseMixedUncertain
    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  5. 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

    AdverseMixedUncertain
    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  6. 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

    ProtectiveAdverseMixed
    Notice6/10Quiet signalTariffBan / prohibitionLicensingMetalsAutosAgTechPharmaMineralsUSCNEUMX
    ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum
  7. 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

    ProtectiveAdverseMixed
    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  8. 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

    ProtectiveAdverseMixed
    Proc 110219/10TariffLicensingMetalsMineralsAutosAeroDefenseLogisticsUSUKEUJP
    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  9. 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

    ProtectiveAdverseMixed
    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  10. 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

    ProtectiveAdverseMixed
    Proc 110219/10TariffLicensingMetalsMineralsAutosAeroDefenseLogisticsUSUKEUJP
    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  11. in 884dIssued Aug 11, 2026

    Adjusting Imports of Polysilicon and Its Derivatives Into the United States

    Construction start deadline for approved onshoring plans

    ProtectiveAdverseMixed
    Proc 110528/10Quiet signalMinimum import priceTariffSubsidy / incentiveProcurementSolarSemiMineralsMetalsUSCNEUJP
    ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs
  12. 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

    ProtectiveMixedUncertain
    Proc 110457/10Quiet signalTariffSubsidy / incentiveLicensingMetalsUSCAMXOTHER
    AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
  13. 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

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

    Reinvigorating the Nuclear Industrial Base

    5 GW power uprates and 10 new large reactors under construction

    ProtectiveAdverseMixed
    EO 143028/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseMineralsMetalsIndustrialUSCNAUCA
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  15. 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

    AdverseMixed
    EO 144047/10Quiet signalBan / prohibitionLicensingOil/gasDefenseMetalsFinanceLogisticsUSEUCAMX
    AAAlcoaBACBank of AmericaBLKBlackRockBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  16. 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

    ProtectiveAdverseMixed
    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  17. 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

    ProtectiveMixed
    Other6/10Quiet signalLicensingOil/gasMetalsUSCA
    AAAlcoaCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilGEVGE Vernova
Policy market alerts · Executive Orders