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 58dIssued Sep 10, 2026

    Supporting America's Ranchers

    Multi-agency report on rancher regulations and recommendations due

    ProtectiveAdverseMixed
    EO 144256/10Subsidy / incentiveProcurementLicensingAgMetalsUSCAMXAU
    AAAlcoaADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsCTVACortevaNUENucor
  2. in 58dIssued Sep 10, 2026

    Supporting America's Ranchers

    Interior Secretary determination on gray wolf and Mexican wolf ESA recovery criteria

    ProtectiveAdverseMixed
    EO 144256/10Subsidy / incentiveProcurementLicensingAgMetalsUSCAMXAU
    AAAlcoaADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsCTVACortevaNUENucor
  3. in 58dIssued Sep 10, 2026

    Supporting America's Ranchers

    Legislative recommendation for wolf delisting/downlisting due

    ProtectiveAdverseMixed
    EO 144256/10Subsidy / incentiveProcurementLicensingAgMetalsUSCAMXAU
    AAAlcoaADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsCTVACortevaNUENucor
  4. in 58dIssued Sep 10, 2026

    Supporting America's Ranchers

    USDA review of COOL authorities and economic analysis due

    ProtectiveAdverseMixed
    EO 144256/10Subsidy / incentiveProcurementLicensingAgMetalsUSCAMXAU
    AAAlcoaADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsCTVACortevaNUENucor
  5. in 59dIssued 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
  6. in 178dIssued 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 451dIssued 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 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
  9. in 452dIssued 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 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
  11. in 837dIssued 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 1486dIssued 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
  13. 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
Policy market alerts · Executive Orders