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 12dIssued Jun 10, 2026

    Strengthening Customs Enforcement

    Foreign exporter documentation requirement; revised mitigation standards; enhanced seizure/disposal; transparency measures

    EO 144118/10Quiet signalBan / prohibitionLicensingProcurementLogisticsTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyDACDanaosFDXFedExFCXFreeport-McMoRan
  2. in 28dIssued Sep 10, 2025

    Continuation of the National Emergency With Respect to Ethiopia

    Continued emergency expires unless renewed again

    Notice4/10Ban / prohibitionLicensingFinanceIndustrialUSOTHER
    AAPLAppleHSBCHSBC
  3. in 32dIssued Sep 24, 2025

    Restriction on Entry of Certain Nonimmigrant Workers

    Restriction expires unless extended

    Proc 109738/10Ban / prohibitionLicensingTechIndustrialUSINCNOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
  4. 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

    Proc 109768/10TariffQuotaLicensingMetalsAutosOil/gasDefenseAeroIndustrialUSUKEUJP
    MMM3MEADSYAirbusAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  5. in 62dIssued Oct 20, 2025

    Continuation of the National Emergency With Respect to Significant Narcotics Traffickers Centered in Colombia

    Continued emergency authority expires unless renewed

    Notice4/10Ban / prohibitionFinanceIndustrialUSOTHER
    MMM3MBACBank of AmericaBLKBlackRockCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaGSGoldman SachsHONHoneywell
  6. in 68dIssued Oct 20, 2025

    Continuation of the National Emergency With Respect to the Democratic Republic of the Congo

    Continued national emergency expires unless further extended

    Notice4/10Ban / prohibitionMineralsIndustrialUSOTHER
    AAPLAppleDQDaqo New EnergySQMSQMVALEVale
  7. in 80dIssued Aug 14, 2026

    Delivering Gold Standard Childhood Vaccine Recommendations for Americans

    HHS Task Force on Safer Childhood Vaccines presents plans to President through Assistant to the President for Domestic Policy

    EO 144208/10ProcurementLicensingPharmaTechIndustrialUSEUOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
  8. in 102dIssued Jun 10, 2026

    Strengthening Customs Enforcement

    IOR eligibility regulations; good standing requirement; IOR registry update; enhanced vetting procedures

    EO 144118/10Quiet signalBan / prohibitionLicensingProcurementLogisticsTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyDACDanaosFDXFedExFCXFreeport-McMoRan
  9. in 133dIssued May 22, 2026

    To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes

    AGOA duty-free treatment, regional apparel program, and third-country fabric program expiration

    Proc 110306/10Quiet signalTariffQuotaAgIndustrialUSOTHER
    AAPLAppleADMArcher Daniels MidlandBGBungeTSNTyson Foods
  10. in 133dIssued May 22, 2026

    To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes

    CBERA Haiti duty-free treatment and percentage limits expiration

    Proc 110306/10Quiet signalTariffQuotaAgIndustrialUSOTHER
    AAPLAppleADMArcher Daniels MidlandBGBungeTSNTyson Foods
  11. in 134dIssued Aug 5, 2025

    Adjusting Imports of Copper Into the United States

    Potential 15% phased universal tariff on refined copper (contingent on Secretary's 2026 review)

    Proc 109628/10Quiet signalTariffQuotaBan / prohibitionMetalsAutosDefenseOil/gasMineralsIndustrialUSCNUKOTHER
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  12. in 134dIssued Jan 9, 2026

    Amendments to Adjusting Imports of Timber, Lumber, and Their Derivative Products Into the United States

    Tariff increases to 30% (upholstered furniture) and 50% (kitchen cabinets/vanities) take effect unless agreements reached

    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsFFordFCXFreeport-McMoRan
  13. in 174dIssued Feb 6, 2026

    Continuation of the National Emergency With Respect to the Situation in and in Relation to Burma

    Continued national emergency expires unless extended again

    Notice4/10Ban / prohibitionLicensingOil/gasIndustrialFinanceUSOTHER
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  14. in 235dIssued Apr 10, 2026

    Continuation of the National Emergency With Respect to Somalia

    Extended emergency expiration unless further continued

    Notice4/10Quiet signalBan / prohibitionLicensingLogisticsOil/gasIndustrialUSOTHER
    AAPLAppleDACDanaosFDXFedExSHELShellTSLATeslaUPSUPSZTOZTO Express
  15. in 300dIssued May 26, 2026

    Continuation of the National Emergency With Respect to Belarus

    Continued national emergency expires unless further extended

    Notice5/10Quiet signalBan / prohibitionLicensingFinanceOil/gasIndustrialUSOTHER
    AAPLAppleHSBCHSBCSHELShellTSLATesla
  16. in 498dIssued Jun 4, 2026

    Further Adjusting the Tariff Regimes for Imports of Aluminum, Steel, and Copper Into the United States

    Temporary tariff rate structure expires

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  17. in 499dIssued 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

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  18. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Return Americans to Moon by 2028

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  19. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    $50 billion additional space investment target

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  20. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Next-generation missile defense prototypes

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  21. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Permanent lunar outpost initial elements

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  22. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Lunar surface reactor ready for launch

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  23. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Commercial ISS replacement pathway

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  24. Issued Jan 29, 2025

    Unleashing Alaska's Extraordinary Resource Potential

    This executive order directs federal agencies to aggressively reverse Biden-era restrictions on Alaska resource developm

    EO 141538/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasLogisticsMetalsMineralsIndustrialUSJPKRTW
    MMM3MALBAlbemarleAAAlcoaCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  25. Issued Apr 23, 2026

    Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Grid Infrastructure, Equipment, and Supply Chain Capacity

    This Defense Production Act determination declares grid infrastructure and its supply chains—including transformers, tra

    Det 2026-107/10Quiet signalSubsidy / incentiveProcurementMetalsOil/gasIndustrialUSCNOTHER
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  26. Issued Apr 23, 2026

    Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Natural Gas Transmission, Processing, Storage, and Liquefied Natural Gas Capacity

    This determination invokes the Defense Production Act to declare natural gas and LNG infrastructure essential to nationa

    Det 2026-127/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasMetalsLogisticsIndustrialUSEUJPKR
    MMM3MAAAlcoaCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  27. Issued Apr 22, 2025

    Unleashing American Commercial Fishing in the Pacific

    This proclamation lifts the commercial fishing ban in the Pacific Remote Islands Marine National Monument (PRIMNM) for U

    Proc 109187/10Quiet signalBan / prohibitionLicensingAgLogisticsIndustrialUSOTHER
    MMM3MAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarLNGCheniere EnergyCTVACortevaDACDanaos
  28. Issued Mar 18, 2026

    Ensuring Truthful Advertising of Products Claiming To Be Made in America

    This executive order directs the FTC to prioritize enforcement against false "Made in America" claims, especially by for

    EO 143925/10ProcurementLicensingTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
Policy market alerts · Executive Orders