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.

Jan 1, 2027in 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)
Protective Adverse Mixed Uncertain
Proc 109628/10Quiet signalTariffQuotaBan / prohibitionMetals Autos Defense Oil/gas Minerals Industrial US CN UK OTHER
MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
Jan 5, 2027in 138dIssued Jul 15, 2026
Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States
Update to President on negotiation progress
Adverse Mixed Uncertain
Proc 110406/10Quiet signalTariffQuotaLicensingAero Defense Metals Autos US EU JP CA
EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
Jan 5, 2027in 138dIssued Jul 15, 2026
Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States
Deadline after which President may consider alternative remedies if no agreement reached
Adverse Mixed Uncertain
Proc 110406/10Quiet signalTariffQuotaLicensingAero Defense Metals Autos US EU JP CA
EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
Jan 20, 2029in 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
Protective Mixed Uncertain
Proc 110457/10Quiet signalTariffSubsidy / incentiveLicensingMetals US CA MX OTHER
AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel
Date TBDIssued 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
Protective Mixed Uncertain
Other7/10Quiet signalLicensingProcurementMetals US JP
AAAlcoaCENXCentury AluminumCLFCleveland-CliffsNUENucorXUnited States Steel