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 87dIssued 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
  2. in 106dIssued 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
  3. 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

    Notice6/10Quiet signalTariffBan / prohibitionLicensingMetalsAutosAgTechPharmaMineralsUSCNEUMX
    ALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury Aluminum
  4. 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

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  5. 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

    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  6. 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

    Proc 110328/10Quiet signalTariffQuotaMetalsAutosAgOil/gasIndustrialUSCAMXEU
    MMM3MAAAlcoaAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  7. 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

    EADSYAirbusALBAlbemarleAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaos
  8. in 1342dIssued 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
  9. in 1346dIssued 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
  10. in 1353dIssued 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
  11. 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

    Proc 109848/10Quiet signalTariffSubsidy / incentiveLicensingAutosMetalsOil/gasDefenseAeroLogisticsUSCAMXJP
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillips
  12. 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
  13. Issued Sep 21, 2026

    Restoring Reciprocity in Government Procurement

    This memorandum directs federal agencies to identify and remove Canadian-origin goods from U.S. federal procurement in r

    Memo6/10Quiet signalProcurementBan / prohibitionMetalsAutosAeroTechIndustrialUSCA
    MMM3MEADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarCENXCentury Aluminum
Policy market alerts · Executive Orders