
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
- Cliff vs glide — dates that change market access differ from multi-year programs.
- Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
- Named issuers — curated watchlist only.
- Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.
- in 19dIssued Sep 17, 2025
Expected additional aggressive Mexican efforts against cartels
AAPLAppleBASFYBASFDACDanaosFDXFedExLYBLyondellBasellNVSNovartisNVDANVIDIAPFEPfizer - in 153dIssued Jan 14, 2026
Proclamation 10886 and EO 14157 one-year continuation expires unless renewed
MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron - in 165dIssued Jan 14, 2026
EO 14193, EO 14194, and EO 14195 one-year continuation expires unless renewed
MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron - 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 - 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 - Issued Apr 23, 2026
This determination invokes the Defense Production Act to declare natural gas and LNG infrastructure essential to nationa
MMM3MAAAlcoaCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips - Issued Mar 6, 2025
Amendment to Duties To Address the Situation at Our Southern Border
This executive order amends EO 14194 to preserve duty-free de minimis treatment for goods subject to southern border tar
MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyFDXFedExFCXFreeport-McMoRanGEVGE Vernova - Issued Feb 11, 2025
Amendment to Duties Addressing the Synthetic Opioid Supply Chain in the People's Republic of China
This executive order amends a prior February 1, 2025 order on China tariffs by preserving duty-free de minimis treatment
AAPLAppleDACDanaosFDXFedExNVDANVIDIAUPSUPSZTOZTO Express - Issued Dec 19, 2025
This presidential determination finds that global petroleum markets have sufficient non-Iranian supply to allow signific
DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express