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.

Sep 21, 2026in 32dIssued Sep 24, 2025
Restriction on Entry of Certain Nonimmigrant Workers
Restriction expires unless extended
Protective Adverse
Proc 109738/10Ban / prohibitionLicensingTech Industrial US IN CN OTHER
MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
Sep 29, 2026in 40dIssued Apr 9, 2026
Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients Into the United States
Tariffs effective for other companies
Protective Adverse Mixed
Proc 110209/10TariffSubsidy / incentiveProcurementLicensingPharma Chem US EU JP KR
MMM3MALBAlbemarleBASFYBASFCTVACortevaDOWDowDDDuPontLLYEli LillyJNJJohnson & Johnson
Nov 14, 2026in 86dIssued Nov 7, 2025
Continuation of the National Emergency With Respect to the Proliferation of Weapons of Mass Destruction
New expiration date of continued national emergency
Adverse Mixed
Notice4/10Ban / prohibitionLicensingFinance Defense Chem Tech US CN KR IN
MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing
Mar 15, 2027in 207dIssued Mar 5, 2026
Continuation of the National Emergency With Respect to Iran
Continued national emergency expires unless renewed again
Protective Adverse
Notice6/10Quiet signalBan / prohibitionLicensingOil/gas Finance Logistics Chem Defense US EU CN KR
MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockBABoeingLNGCheniere EnergyCVXChevron
Apr 2, 2027in 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
Protective Adverse Mixed
Notice6/10Quiet signalTariffBan / prohibitionLicensingMetals Autos Ag Tech Pharma Minerals US CN EU MX
ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum
Jan 20, 2029in 884dIssued Apr 9, 2026
Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients Into the United States
Zero tariff rate expires for companies with MFN pricing agreements
Protective Adverse Mixed
Proc 110209/10TariffSubsidy / incentiveProcurementLicensingPharma Chem US EU JP KR
MMM3MALBAlbemarleBASFYBASFCTVACortevaDOWDowDDDuPontLLYEli LillyJNJJohnson & Johnson
Apr 2, 2030in 1321dIssued Apr 9, 2026
Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients Into the United States
20% onshoring rate increases to 100%
Protective Adverse Mixed
Proc 110209/10TariffSubsidy / incentiveProcurementLicensingPharma Chem US EU JP KR
MMM3MALBAlbemarleBASFYBASFCTVACortevaDOWDowDDDuPontLLYEli LillyJNJJohnson & Johnson
Date TBDIssued Dec 19, 2025
Presidential Determination Pursuant to Section 1245(d)(4)(B) and (C) of the National Defense Authorization Act for Fiscal Year 2012
This presidential determination finds that global petroleum markets have sufficient non-Iranian supply to allow signific
Protective Adverse Mixed
Det 2026-015/10Quiet signalBan / prohibitionLicensingOil/gas Logistics Finance US CN IN KR
DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express
Date TBDIssued May 29, 2025
Presidential Determination Pursuant to Section 1245(d)(4)(B) and (C) of the National Defense Authorization Act for Fiscal Year 2012
The President determined that global petroleum supplies from non-Iranian sources remain sufficient to allow countries to
Adverse Mixed
Det 2025-045/10Quiet signalBan / prohibitionOil/gas US CN IN KR
SHELShellTSLATesla