ExecutiveOrdersEO
Notice 13222NoticeTrump 47 · R Quiet signal

Presidential Notice 13222

Continuation of the National Emergency With Respect to Export Control Regulations

This notice extends for one year the national emergency first declared in 2001 under Executive Order 13222, which underpins U.S. export control regulations. The continuation maintains the legal authority for the Commerce Department's export control system after the Export Administration Act of 1979 expired.

Federal Register Open PDF 91 FR 53179

Impact dates

  1. Extended emergency authority expires unless continued again

  2. 3d ago

    Previous emergency authority would expire

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

SemiconductorsTechnology & softwareDefense primesAerospaceCritical minerals

Mechanisms

LicensingBan / prohibition

Role pressure

  • ProtectiveDomestic producer — Continued emergency authority enables U.S. to restrict foreign access to advanced technologies, protecting domestic competitive position
  • MixedDownstream manufacturer — U.S.-based manufacturers retain access to controlled items but face compliance burdens and potential supply chain restrictions on foreign-sourced components
  • AdverseTrading-partner exporter — Foreign companies in targeted jurisdictions (especially CN) continue facing licensing requirements and potential denials for advanced technology access

Geographies

USCNTWKRJPEU

Exposure dates

  • — Previous emergency authority would expire
  • — Extended emergency authority expires unless continued again

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

EADSYAirbusALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomDQDaqo New EnergyFCXFreeport-McMoRanGEGE AerospaceGDGeneral DynamicsHONHoneywellINTCIntelQQQInvesco QQQ TrustLMTLockheed MartinMETAMeta PlatformsMUMicron TechnologyMSFTMicrosoftMPMP MaterialsNOCNorthrop GrummanNVDANVIDIAORCLOracleRTXRTXSPYSPDR S&P 500 ETFSPRSpirit AeroSystems

Confidence: high · Policy alerts

Key directives

  • Continue national emergency declared in EO 13222 for 1 year beyond August 17, 2026
  • Publish notice in Federal Register
  • Transmit notice to Congress

Timeline

Immediate

  • National emergency authority continues uninterrupted beyond August 17, 2026

Near term (90d)

  • Continued enforcement of existing export control restrictions and licensing requirements

Long term

  • Potential for ongoing or expanded export control designations; baseline authority for future technology-specific controls (e.g., semiconductors, AI, quantum computing)

Risks & tensions

  • Routine procedural continuation, but underlying emergency authority increasingly used for expansive technology controls (advanced semiconductors, AI chips)
  • Potential tension with trading partners over extraterritorial application of U.S. export controls
  • Congress has not enacted permanent export control legislation, leaving IEEPA as perpetual stopgap
Presidential Notice 13222: Continuation of the National Emergency With Respect to Export Control Regulations · Executive Orders