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 42dIssued Oct 6, 2025
Adjusting Imports of Timber, Lumber, and Their Derivative Products Into the United States
Secretary of Commerce must provide President update on hardwood timber/lumber markets and domestic industry
MMM3MEADSYAirbusAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy - in 134dIssued 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
EADSYAirbusALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeing - in 138dIssued Jul 15, 2026
Update to President on negotiation progress
EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics - in 138dIssued Jul 15, 2026
Deadline after which President may consider alternative remedies if no agreement reached
EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics - 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 - in 851dIssued Dec 23, 2025
Ensuring American Space Superiority
Return Americans to Moon by 2028
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron - in 851dIssued Dec 23, 2025
Ensuring American Space Superiority
$50 billion additional space investment target
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron - in 851dIssued Dec 23, 2025
Ensuring American Space Superiority
Next-generation missile defense prototypes
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron - in 1581dIssued Dec 23, 2025
Ensuring American Space Superiority
Permanent lunar outpost initial elements
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron - in 1581dIssued Dec 23, 2025
Ensuring American Space Superiority
Lunar surface reactor ready for launch
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron - in 1581dIssued Dec 23, 2025
Ensuring American Space Superiority
Commercial ISS replacement pathway
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron - Issued Feb 26, 2025
Defending American Companies and Innovators From Overseas Extortion and Unfair Fines and Penalties
This memorandum directs multiple agencies to investigate and counter foreign tax and regulatory practices—particularly d
EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar