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 1dIssued Jun 25, 2026

    Ushering in the Next Frontier of Quantum Innovation

    Secretary of War identifies 3 quantum sensor projects; FBI proposes QCPT staffing requirements

    EO 144138/10Quiet signalSubsidy / incentiveProcurementLicensingSemiDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New Energy
  2. in 1dIssued Nov 28, 2025

    Launching the Genesis Mission

    Initial operating capability demonstration for at least one challenge

    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  3. 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
  4. in 22dIssued Jul 17, 2026

    Modifying the Bears Ears National Monument

    Excluded lands open to entry, mineral/geothermal leasing, and mining laws

    Proc 110438/10LicensingSubsidy / incentiveMineralsOil/gasAgDefenseUSOTHER
    ALBAlbemarleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  5. in 22dIssued Jul 17, 2026

    Modifying the Grand Staircase-Escalante National Monument

    Excluded lands open to mining, mineral leasing, and public land disposition

    Proc 110448/10Ban / prohibitionLicensingMineralsOil/gasIndustrialUS
    MMM3MALBAlbemarleCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillipsDQDaqo New EnergyXOMExxon Mobil
  6. in 27dIssued May 22, 2026

    Integrating Financial Technology Innovation Into Regulatory Frameworks

    Federal Reserve submits report on payment account access evaluation

    EO 144056/10LicensingProcurementFinanceTechUS
    GOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockGSGoldman SachsHSBCHSBCQQQInvesco QQQ TrustJPMJPMorgan Chase
  7. in 31dIssued Jun 25, 2026

    Ushering in the Next Frontier of Quantum Innovation

    DOE releases QC-ADDS technical specifications; OPM delivers workforce recruitment strategy; Section 6(a) report due

    EO 144138/10Quiet signalSubsidy / incentiveProcurementLicensingSemiDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New Energy
  8. 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
  9. in 40dIssued Apr 9, 2026

    Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients Into the United States

    Tariffs effective for other companies

    Proc 110209/10TariffSubsidy / incentiveProcurementLicensingPharmaChemUSEUJPKR
    MMM3MALBAlbemarleBASFYBASFCTVACortevaDOWDowDDDuPontLLYEli LillyJNJJohnson & Johnson
  10. in 41dIssued Feb 13, 2026

    Ensuring Affordable Beef for the American Consumer

    Third TRQ tranche closes

    Proc 110106/10QuotaAgUSMX
    ADMArcher Daniels MidlandBGBungeCATCaterpillarCTVACortevaTSNTyson Foods
  11. 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
  12. in 61dIssued Jun 25, 2026

    Ushering in the Next Frontier of Quantum Innovation

    State recommendations on Pax Silica and international engagement alignment; Labor QIST workforce training prioritization; Labor/NSF quantum labor statistics approach; Commerce/Energy/NSF/War private sector partnership plan for quantum-enabling components

    EO 144138/10Quiet signalSubsidy / incentiveProcurementLicensingSemiDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New Energy
  13. in 84dIssued Nov 7, 2025

    Continuation of the National Emergency With Respect to the Threat From Securities Investments That Finance Certain Companies of the People's Republic of China

    Continued national emergency expires unless extended again

    Notice6/10Quiet signalBan / prohibitionLicensingTechDefenseSemiAeroUSCN
    EADSYAirbusGOOGLAlphabetAAPLAppleBABoeingGEGE AerospaceGDGeneral DynamicsHONHoneywellINTCIntel
  14. in 86dIssued May 29, 2025

    Ordering the Reform of the Nuclear Regulatory Commission

    Final rules and guidance concluding revision process

    EO 143008/10Quiet signalLicensingSubsidy / incentiveProcurementOil/gasDefenseTechIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  15. in 87dIssued May 22, 2026

    Integrating Financial Technology Innovation Into Regulatory Frameworks

    Federal financial regulators take steps to encourage innovation after consultation

    EO 144056/10LicensingProcurementFinanceTechUS
    GOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockGSGoldman SachsHSBCHSBCQQQInvesco QQQ TrustJPMJPMorgan Chase
  16. in 96dIssued Nov 28, 2025

    Launching the Genesis Mission

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

    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  17. 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
  18. in 106dIssued 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

    Proc 110528/10Quiet signalMinimum import priceTariffSubsidy / incentiveProcurementSolarSemiMineralsMetalsUSCNEUJP
    ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs
  19. in 108dIssued Dec 10, 2025

    Addressing Security Risks From Price Fixing and Anti-Competitive Behavior in the Food Supply Chain

    Second joint congressional briefing on task force progress

    EO 143646/10LicensingProcurementAgChemTechUSOTHER
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  20. in 121dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    NSA submits first annual National Security Systems PQC migration report

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  21. in 121dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    NIST revises Cryptographic Module Validation Program processes

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  22. in 121dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    FAR Council proposes rule on contractor PQC compliance by Dec 31, 2030

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  23. in 121dIssued Jun 25, 2026

    Ushering in the Next Frontier of Quantum Innovation

    Updated National Quantum Strategy due; DOE private-sector partnership exploration; Commerce advance market commitment plan; War national security quantum center; National quantum computing assessment center; ESIX information-sharing mechanism; War domestic foundry access steps; NSF QIST user facility grants; APST industry/academia engagement; NSF National QIST Workforce Development Institutes; State/Commerce international engagement report

    EO 144138/10Quiet signalSubsidy / incentiveProcurementLicensingSemiDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New Energy
  24. 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
  25. 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
  26. in 133dIssued Feb 13, 2026

    Ensuring Affordable Beef for the American Consumer

    Fourth TRQ tranche closes; CY 2026 TRQ increase expires

    Proc 110106/10QuotaAgUSMX
    ADMArcher Daniels MidlandBGBungeCATCaterpillarCTVACortevaTSNTyson Foods
  27. in 133dIssued Jan 8, 2026

    To Implement the United States-Israel Agreement on Trade in Agricultural Products and for Other Purposes

    Duty-free access for specified Israeli agricultural products expires unless extended

    Proc 109995/10TariffQuotaAgTechAeroIndustrialUSKREU
    EADSYAirbusAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeLMTLockheed MartinNVDANVIDIARTXRTX
  28. 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

    EO 144158/10Quiet signalBan / prohibitionProcurementLicensingSubsidy / incentiveDefenseMineralsMetalsSemiAeroTechUSCNOTHER
    EADSYAirbusALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeing
  29. 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
  30. in 134dIssued May 5, 2026

    Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

    TrumpIRA.gov established and operational

    EO 144036/10Quiet signalSubsidy / incentiveProcurementFinanceTechUS
    GOOGLAlphabetBACBank of AmericaBLKBlackRockGSGoldman SachsHSBCHSBCQQQInvesco QQQ TrustJPMJPMorgan ChaseMETAMeta Platforms
  31. in 137dIssued Jun 11, 2025

    Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144

    FAR IoT Cyber Trust Mark labeling effective for federal vendors

    EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTechSemiDefenseIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
  32. in 151dIssued Jun 25, 2026

    Ushering in the Next Frontier of Quantum Innovation

    APST recommends revised NQIAC membership and tasks

    EO 144138/10Quiet signalSubsidy / incentiveProcurementLicensingSemiDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New Energy
  33. in 153dIssued Jan 14, 2026

    Continuation of the National Emergency With Respect to Energy

    Continued national emergency expires unless further extended

    Notice6/10Quiet signalProcurementLicensingOil/gasMineralsDefenseMetalsAutosUSOTHER
    ALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  34. in 192dIssued Jul 2, 2026

    Declaration of Emergency and Authorization for Temporary Duty-Free Importation of Phosphate Fertilizer From Morocco

    Duty-free importation period expires (8 months from proclamation date)

    Proc 110386/10Quiet signalTariffBan / prohibitionAgChemLogisticsUS
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCTVACorteva
  35. in 198dIssued Feb 20, 2026

    Continuation of the National Emergency With Respect to Ukraine

    Continued national emergency expires unless further extended

    Notice6/10Quiet signalBan / prohibitionLicensingOil/gasFinanceDefenseIndustrialUSEUUKCN
    MMM3MAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  36. in 207dIssued Mar 5, 2026

    Continuation of the National Emergency With Respect to Iran

    Continued national emergency expires unless renewed again

    Notice6/10Quiet signalBan / prohibitionLicensingOil/gasFinanceLogisticsChemDefenseUSEUCNKR
    MMM3MALBAlbemarleBACBank of AmericaBASFYBASFBLKBlackRockBABoeingLNGCheniere EnergyCVXChevron
  37. in 211dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    CISA releases public guidance on cryptographic bill of materials minimum elements

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  38. in 211dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    FAR Council proposes rule on contractor vulnerability disclosure programs for cryptographic vulnerabilities

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  39. in 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

    Notice6/10Quiet signalTariffBan / prohibitionLicensingMetalsAutosAgTechPharmaMineralsUSCNEUMX
    ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum
  40. in 238dIssued Apr 17, 2026

    Continuation of the National Emergency and of the Emergency Authority Relating to the Regulation of the Anchorage and Movement of Russian-Affiliated Vessels to United States Ports

    Continued national emergency expires unless further extended

    Notice4/10Ban / prohibitionLogisticsOil/gasUS
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaosXOMExxon MobilGEVGE VernovaMATXMatsonSHELShell
  41. in 322dIssued Jul 23, 2025

    Regulatory Relief for Certain Stationary Sources To Further Promote American Energy

    Original MATS rule compliance date; exemption period begins

    Proc 109567/10Quiet signalBan / prohibitionOil/gasMetalsChemIndustrialUS
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBASFYBASFCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  42. in 322dIssued Apr 21, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Energy

    Original Rule compliance date; exemption period begins

    Proc 109147/10Quiet signalLicensingOil/gasMetalsIndustrialUS
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  43. in 354dIssued Aug 5, 2026

    Continuation of the National Emergency With Respect to the Advancement by Countries of Concern in Sensitive Technologies and Products Critical for the Military, Intelligence, Surveillance, or Cyber-Enabled Capabilities of Such Countries

    Continued national emergency expires unless extended again

    Notice6/10Quiet signalBan / prohibitionLicensingSemiTechMineralsUSCNTWKR
    ALBAlbemarleGOOGLAlphabetAAPLAppleDQDaqo New EnergyFCXFreeport-McMoRanINTCIntelQQQInvesco QQQ TrustMETAMeta Platforms
  44. in 362dIssued Aug 14, 2026

    Continuation of the National Emergency With Respect to Export Control Regulations

    Extended emergency authority expires unless continued again

    Notice6/10Quiet signalLicensingBan / prohibitionSemiTechDefenseAeroMineralsUSCNTWKR
    EADSYAirbusALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomDQDaqo New EnergyFCXFreeport-McMoRan
  45. in 460dIssued May 29, 2025

    Deploying Advanced Nuclear Reactor Technologies for National Security

    Goal for operating first advanced reactor at designated DOE site (30 months from order)

    EO 142998/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  46. in 498dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    NIST PQC migration pilot project completion

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  47. 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
  48. 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
  49. 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
  50. 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
  51. in 772dIssued Jun 25, 2026

    Ushering in the Next Frontier of Quantum Innovation

    Quantum sensor fielding deadline

    EO 144138/10Quiet signalSubsidy / incentiveProcurementLicensingSemiDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New Energy
  52. in 772dIssued May 29, 2025

    Deploying Advanced Nuclear Reactor Technologies for National Security

    Operation of Army-regulated nuclear reactor at domestic military base commences

    EO 142998/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseTechMineralsIndustrialUSCNEUJP
    MMM3MALBAlbemarleGOOGLAlphabetBABoeingCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips
  53. in 851dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Return Americans to Moon by 2028

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

    Ensuring American Space Superiority

    $50 billion additional space investment target

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

    Ensuring American Space Superiority

    Next-generation missile defense prototypes

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  56. in 884dIssued Aug 11, 2026

    Adjusting Imports of Polysilicon and Its Derivatives Into the United States

    Construction start deadline for approved onshoring plans

    Proc 110528/10Quiet signalMinimum import priceTariffSubsidy / incentiveProcurementSolarSemiMineralsMetalsUSCNEUJP
    ALBAlbemarleAAAlcoaAMATApplied MaterialsASMLASMLAVGOBroadcomCSIQCanadian SolarCENXCentury AluminumCLFCleveland-Cliffs
  57. in 884dIssued Jul 23, 2026

    Further Strengthening Actions Taken To Adjust Imports of Aluminum Into the United States

    Construction must start on approved primary aluminum facilities

    Proc 110457/10Quiet signalTariffSubsidy / incentiveLicensingMetalsUSCAMXOTHER
    AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
  58. in 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

    Proc 110209/10TariffSubsidy / incentiveProcurementLicensingPharmaChemUSEUJPKR
    MMM3MALBAlbemarleBASFYBASFCTVACortevaDOWDowDDDuPontLLYEli LillyJNJJohnson & Johnson
  59. in 1053dIssued Jul 23, 2025

    Regulatory Relief for Certain Stationary Sources To Further Promote American Energy

    Exemption period ends; full 2024 MATS compliance required unless extended

    Proc 109567/10Quiet signalBan / prohibitionOil/gasMetalsChemIndustrialUS
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBASFYBASFCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  60. in 1053dIssued Apr 21, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Energy

    Exemption period ends; deferred compliance date

    Proc 109147/10Quiet signalLicensingOil/gasMetalsIndustrialUS
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  61. in 1231dIssued Jun 11, 2025

    Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144

    Agencies must support TLS 1.3 or successor

    EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTechSemiDefenseIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
  62. in 1321dIssued Apr 9, 2026

    Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients Into the United States

    20% onshoring rate increases to 100%

    Proc 110209/10TariffSubsidy / incentiveProcurementLicensingPharmaChemUSEUJPKR
    MMM3MALBAlbemarleBASFYBASFCTVACortevaDOWDowDDDuPontLLYEli LillyJNJJohnson & Johnson
  63. in 1389dIssued Jun 18, 2025

    Authorizing Green Corridors, LLC, To Construct, Maintain, and Operate a Commercial Elevated Guideway Border Crossing Near Laredo, Texas, at the International Boundary Between the United States and Mexico

    Permit expires if construction has not commenced

    Other6/10Quiet signalLicensingProcurementSubsidy / incentiveLogisticsAutosTechIndustrialUSMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyFDXFedExFFordFCXFreeport-McMoRan
  64. in 1393dIssued Jun 20, 2025

    Authorizing the City of Laredo, Texas, To Expand and Continue To Maintain, and Operate a Vehicular Border Crossing at the Laredo-Colombia Solidarity International Bridge Land Port of Entry

    Construction must commence or permit expires

    Other6/10Quiet signalProcurementLicensingLogisticsAutosAgMetalsIndustrialUSMX
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  65. in 1400dIssued Jun 26, 2025

    Presidential Permit Authorizing the City of Eagle Pass, Texas, To Expand and Continue To Maintain and Operate a Vehicular and Pedestrian Border Crossing at the Camino Real International Bridge Land Port of Entry

    Permit expires if construction not commenced

    Other5/10LicensingProcurementLogisticsAutosIndustrialUSMX
    AAPLAppleLNGCheniere EnergyDACDanaosFDXFedExFFordGMGeneral MotorsHYMTFHyundai MotorSTLAStellantis
  66. in 1533dIssued 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

    Proc 109848/10Quiet signalTariffSubsidy / incentiveLicensingAutosMetalsOil/gasDefenseAeroLogisticsUSCAMXJP
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  67. in 1581dIssued Dec 23, 2025

    Ensuring American Space Superiority

    Permanent lunar outpost initial elements

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

    Ensuring American Space Superiority

    Lunar surface reactor ready for launch

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

    Ensuring American Space Superiority

    Commercial ISS replacement pathway

    EO 143698/10Quiet signalSubsidy / incentiveProcurementLicensingAeroDefenseOil/gasTechIndustrialUSOTHER
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarLNGCheniere EnergyCVXChevron
  70. in 1594dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    HVAs and high-impact systems transition to PQC for key establishment

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  71. in 1594dIssued May 29, 2025

    Reinvigorating the Nuclear Industrial Base

    5 GW power uprates and 10 new large reactors under construction

    EO 143028/10Quiet signalSubsidy / incentiveProcurementLicensingOil/gasDefenseMineralsMetalsIndustrialUSCNAUCA
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  72. in 1959dIssued Jun 25, 2026

    Securing the Nation Against Advanced Cryptographic Attacks

    HVAs and high-impact systems transition to PQC for digital signatures

    EO 144128/10Quiet signalProcurementLicensingSubsidy / incentiveTechDefenseFinanceOil/gasIndustrialUSCNEUUK
    MMM3MGOOGLAlphabetAAPLAppleBACBank of AmericaBLKBlackRockBABoeingCATCaterpillarLNGCheniere Energy
  73. Issued Apr 23, 2026

    Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Development, Manufacturing, and Deployment of Large- Scale Energy and Energy Related Infrastructure

    This presidential determination invokes Section 303 of the Defense Production Act to declare that large-scale energy inf

    Det 2026-098/10Quiet signalSubsidy / incentiveProcurementOil/gasSolarMetalsMineralsIndustrialUSCNEU
    MMM3MALBAlbemarleAAAlcoaAAPLAppleCSIQCanadian SolarCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  74. Issued Feb 23, 2026

    Promoting the National Defense by Ensuring an Adequate Supply of Elemental Phosphorus and Glyphosate- Based Herbicides

    This Defense Production Act order delegates presidential authority to the Secretary of Agriculture to prioritize and all

    EO 143878/10Quiet signalProcurementSubsidy / incentiveLicensingChemAgSemiMineralsDefenseUSOTHER
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBABoeingAVGOBroadcomBGBungeCATCaterpillar
  75. 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
  76. Issued Jul 16, 2026

    Regulatory Relief for Certain Stationary Sources To Promote American Chemical Manufacturing Security

    This proclamation grants a 2-year exemption from certain EPA emissions-control requirements (the HON Rule) for specific

    Proc 110417/10Quiet signalLicensingChemSemiDefenseAgPharmaOil/gasUS
    MMM3MALBAlbemarleAMATApplied MaterialsADMArcher Daniels MidlandASMLASMLBASFYBASFBABoeingAVGOBroadcom
  77. Issued Jun 17, 2026

    Restoring American Commercial Fishing in the Pacific

    This proclamation modifies four prior presidential proclamations to remove monument-based prohibitions on commercial fis

    Proc 110357/10Quiet signalBan / prohibitionLicensingAgLogisticsUSOTHER
    ADMArcher Daniels MidlandBGBungeCATCaterpillarLNGCheniere EnergyCTVACortevaFDXFedExMATXMatsonTSNTyson Foods
  78. Issued Apr 23, 2026

    Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity

    This determination invokes the Defense Production Act to declare coal supply chains and baseload power generation capaci

    Det 2026-087/10Quiet signalSubsidy / incentiveProcurementOil/gasMetalsLogisticsIndustrialUS
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  79. 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
  80. 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
  81. Issued Apr 22, 2026

    Accelerating Medical Treatments for Serious Mental Illness

    This executive order directs federal agencies to accelerate research, regulatory review, and patient access to psychedel

    EO 144017/10Quiet signalSubsidy / incentiveLicensingProcurementPharmaTechUS
    GOOGLAlphabetAAPLAppleLLYEli LillyQQQInvesco QQQ TrustJNJJohnson & JohnsonMRKMerckMETAMeta PlatformsMSFTMicrosoft
  82. Issued Nov 26, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Coke Oven Processing Security

    This Proclamation grants a 2-year exemption from EPA's 2024 Coke Oven Rule for certain stationary sources listed in Anne

    Proc 109937/10Quiet signalLicensingMetalsOil/gasUS
    AAAlcoaCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilGEVGE Vernova
  83. Issued Nov 25, 2025

    Letter From the President to United States Steel Corporation Senior Vice President, General Counsel and Secretary Scot Duncan

    President Trump, as holder of the Class G Preferred Stock (Golden Share) in U.S. Steel under a National Security Agreeme

    Other7/10Quiet signalLicensingProcurementMetalsUSJP
    AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
  84. Issued Jul 23, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Chemical Manufacturing Security

    This proclamation grants a 2-year exemption from certain EPA emissions-control requirements (the HON Rule) for specific

    Proc 109577/10Quiet signalLicensingChemSemiDefenseAgPharmaOil/gasUS
    MMM3MALBAlbemarleAMATApplied MaterialsADMArcher Daniels MidlandASMLASMLBASFYBASFBABoeingAVGOBroadcom
  85. Issued Jul 23, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Iron Ore Processing Security

    This Proclamation grants a 2-year exemption from EPA emissions-control requirements for taconite iron ore processing fac

    Proc 109587/10Quiet signalLicensingMetalsMineralsUS
    ALBAlbemarleAAAlcoaCENXCentury AluminumCLFCleveland-CliffsDQDaqo New EnergyFCXFreeport-McMoRanMPMP MaterialsNUENucor
  86. Issued Jun 4, 2025

    Presidential Waiver of Statutory Requirements Pursuant to Section 303 of the Defense Production Act of 1950: Reviving the Manufacturing and Defense Industrial Base for Munitions and Minerals

    President waives standard statutory requirements under Section 303 of the Defense Production Act to expedite production

    Memo7/10Quiet signalSubsidy / incentiveProcurementDefenseMineralsMetalsOil/gasUSCNCAAU
    ALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  87. 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
  88. 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

    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  89. Issued Jun 30, 2026

    Advancing Regenerative Agriculture and Strengthening American Farm Resilience

    This executive order directs EPA, USDA, and HHS to accelerate alternative pesticide registrations, review pre-harvest de

    EO 144146/10Quiet signalSubsidy / incentiveProcurementLicensingAgChemTechUS
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  90. Issued Jun 3, 2026

    Removing Unnecessary and Counterproductive Restrictions on Access to Federal Lands

    This executive order rescinds two 1970s-era orders governing off-road vehicle use on federal lands (EO 11644 and EO 1198

    EO 144086/10Quiet signalLicensingOil/gasIndustrialUS
    MMM3MCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFCXFreeport-McMoRanGEVGE Vernova
  91. Issued Apr 20, 2026

    Authorizing Enbridge Energy, Limited Partnership To Operate and Maintain Existing Pipeline Facilities at St. Clair County, Michigan, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Enbridge Energy, Limited Partnership to operate and maintain existing 30-inch pipeli

    Other6/10Quiet signalLicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilFDXFedExGEVGE VernovaMATXMatsonSHELShell
  92. Issued Jan 14, 2026

    Delegation of Authority Under Section 614(a)(2) of the Foreign Assistance Act of 1961

    This memorandum delegates presidential authority to the Secretary of State to approve up to $25.9 million in cluster mun

    Memo6/10Quiet signalLicensingDefenseUSKR
    BABoeingGDGeneral DynamicsLMTLockheed MartinNOCNorthrop GrummanRTXRTX
  93. Issued Nov 3, 2025

    Regulatory Relief for Certain Stationary Sources To Promote American Mineral Security

    This proclamation grants a 2-year exemption from EPA emissions-control requirements under the 2024 Copper Rule to the re

    Proc 109876/10Quiet signalSubsidy / incentiveLicensingMineralsMetalsOil/gasDefenseUSCNOTHER
    ALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  94. Issued Jul 3, 2025

    Authorizing Junction Pipeline Company, LLC To Construct, Connect, Operate, and Maintain Pipeline Facilities at Toole County, Montana, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Junction Pipeline Company, LLC to construct, connect, operate, and maintain a 30-inc

    Other6/10Quiet signalLicensingOil/gasMetalsUSCA
    AAAlcoaCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilGEVGE Vernova
  95. Issued 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

    Det 2026-015/10Quiet signalBan / prohibitionLicensingOil/gasLogisticsFinanceUSCNINKR
    DACDanaosFDXFedExHSBCHSBCSHELShellTSLATeslaUPSUPSZTOZTO Express
  96. Issued Feb 17, 2026

    Strengthening United States National Defense With America's Beautiful Clean Coal Power Generation Fleet

    This executive order directs the Department of War (DOW) to prioritize coal-fired power generation for military and defe

    EO 143866/10ProcurementSubsidy / incentiveOil/gasMetalsIndustrialUS
    MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-Cliffs
  97. Issued Oct 7, 2025

    Unlocking Cures for Pediatric Cancer With Artificial Intelligence

    This executive order directs the Make America Healthy Again (MAHA) Commission and health agencies to leverage artificial

    EO 143556/10Subsidy / incentiveProcurementTechPharmaIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
  98. Issued Oct 6, 2025

    Assuring the Security of the State of Qatar

    This executive order declares U.S. policy to guarantee Qatar's security and territorial integrity against external attac

    EO 143536/10ProcurementOil/gasDefenseLogisticsUSOTHER
    BABoeingLNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaosXOMExxon MobilGEVGE VernovaGDGeneral Dynamics
  99. Issued Apr 20, 2026

    Authorizing Bakken Pipeline Company LP To Construct, Connect, Operate, and Maintain Pipeline Facilities at Burke County, North Dakota, at the International Boundary Between the United States and Canada

    This Presidential Permit authorizes Bakken Pipeline Company LP, a subsidiary of Canadian corporation Enbridge Inc., to c

    Other5/10LicensingOil/gasUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsXOMExxon MobilGEVGE VernovaSHELShellTSLATesla
  100. Issued Apr 20, 2026

    Authorizing Enbridge Energy, Limited Partnership To Operate and Maintain Existing Pipeline Facilities at Pembina County, North Dakota, at the International Boundary Between the United States and Canada

    This Presidential permit authorizes Enbridge Energy, Limited Partnership to continue operating and maintaining existing

    Other5/10LicensingOil/gasLogisticsUSCA
    LNGCheniere EnergyCVXChevronCOPConocoPhillipsDACDanaosXOMExxon MobilFDXFedExGEVGE VernovaMATXMatson
Policy market alerts · Executive Orders