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 87dIssued Jul 23, 2026

    Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials

    Cease issuance of waivers under 10 U.S.C. 4872(c)(1) except as provided

    ProtectiveAdverseMixed
    EO 144158/10Quiet signalBan / prohibitionProcurementLicensingSubsidy / incentiveDefenseMineralsMetalsSemiAeroTechUSCNOTHER
    EADSYAirbusALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeing
  2. in 126dIssued Aug 19, 2026

    Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States

    25% tariffs take effect for Annex III UAS components

    ProtectiveAdverseMixed
    Proc 110558/10Quiet signalTariffSubsidy / incentiveLicensingDefenseTechAeroOil/gasAgIndustrialUSJPKRTW
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  3. in 126dIssued Aug 19, 2026

    Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States

    Effective date for Blue UAS Cleared List and FCC Conditional Approval List companies (180 days from proclamation date)

    ProtectiveAdverseMixed
    Proc 110558/10Quiet signalTariffSubsidy / incentiveLicensingDefenseTechAeroOil/gasAgIndustrialUSJPKRTW
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  4. in 315dIssued Aug 14, 2026

    Continuation of the National Emergency With Respect to Export Control Regulations

    Extended emergency authority expires unless continued again

    ProtectiveAdverseMixed
    Notice6/10Quiet signalLicensingBan / prohibitionSemiTechDefenseAeroMineralsUSCNTWKR
    EADSYAirbusALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomDQDaqo New EnergyFCXFreeport-McMoRan
  5. in 451dIssued 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
  6. in 452dIssued 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
  7. in 837dIssued Aug 19, 2026

    Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States

    Construction must occur before this date for onshoring plan approval

    ProtectiveAdverseMixed
    Proc 110558/10Quiet signalTariffSubsidy / incentiveLicensingDefenseTechAeroOil/gasAgIndustrialUSJPKRTW
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
Policy market alerts · Executive Orders