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 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
  2. 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
  3. 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
  4. 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

    ProtectiveAdverseMixed
    Other6/10Quiet signalLicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell
  5. 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

    ProtectiveMixed
    Other5/10LicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaosXOMExxon MobilFDXFedExGEVGE VernovaMATXMatson
  6. 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

    ProtectiveMixedUncertain
    Other4/10LicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell
Policy market alerts · Executive Orders