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 13dIssued Aug 25, 2026

    The National Space Transportation Policy

    Foreign launch/reentry request recommendation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  2. in 43dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal land reentry site identification

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  3. in 49dIssued Nov 28, 2025

    Launching the Genesis Mission

    First annual report to President on Platform status, outcomes, and partnerships

    ProtectiveAdverseMixedUncertain
    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  4. in 73dIssued Aug 25, 2026

    The National Space Transportation Policy

    Export policies and controls update (and every 2 years thereafter)

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  5. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal range scheduling criteria development and promulgation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  6. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Additional launch facility locations, airspace integration plan, and priority airspace designation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  7. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Spectrum access approach report (and every 2 years thereafter)

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  8. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Space launch infrastructure security reports

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  9. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Responsive and resilient space access evaluation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  10. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Reentry safety criteria evaluation

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  11. in 133dIssued Aug 25, 2026

    The National Space Transportation Policy

    Space transportation industrial base strategy

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  12. in 193dIssued Aug 25, 2026

    The National Space Transportation Policy

    Federal land reentry site development plan

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  13. in 1547dIssued Aug 25, 2026

    The National Space Transportation Policy

    Target for 1,000+ annual launches and reentries

    ProtectiveAdverseMixedUncertain
    Other8/10Quiet signalSubsidy / incentiveProcurementLicensingDefenseAeroTechIndustrialUSEUJPKR
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
Policy market alerts · Executive Orders