Sources
Single source: every action, date, title and mechanism in this piece comes from whitehouse.gov/presidential-actions and the individual proclamation and memorandum pages published there. Every one of the 45 rows links to its own action page on that site — not to the index — and each URL was read off the White House index rather than guessed from the title, because the slug often differs from the headline. Nothing is taken from secondary coverage, law-firm summaries or trade press.

My own work, not from the source: the 1–5 rating, the DUTY / STUDY classification, the "stocks affected" lists, the up/down direction calls, the five-name shortlist and the view on Canada are my assessment. The White House publishes the instrument; it does not name companies or say what a policy is worth. Treat those columns as opinion.

One figure is not from the source: the "178 launches in 2025" baseline in the space card is not stated in NSPM-17 — the memorandum gives only the 2030 target of more than 1,000 launches and reentries a year. The 178 comes from published launch counts and is included for scale, flagged here because it falls outside the single-source rule.

Everything was scored on one question: can this move a stock you can name? The 1–5 numbers have been taken off the table — they were my working scaffold and they are gone now that everything weak has been deleted. What is left is the shading: gold for the five whose date is still ahead, and a darker tint on the heaviest actions. The expired Section 122 surcharge has been removed too, so every row on the page is live law. Anything that came out at 2 or below is deleted rather than greyed out, which cut 13 more rows — customs enforcement, federal-lands access, fintech licensing, TrumpIRA, FDA mental-health pathways, DPA re-delegation, mortgage credit, phosphorus, arms-transfer strategy, single-family investor rules, defense acquisition reform, and the two you flagged (childhood vaccines and quartz). Every one of them directs an agency to think about something with no rate, no date and no listed pure-play. Three moved up: Quantum Innovation 2 → 4 — you were right, IONQ, RGTI and QBTS traded on it, and a 2 could not explain that; DPA Section 101 critical minerals 3 → 4 — Title III is the authority behind direct government offtake and equity stakes, not a study; Commercial aircraft 3 → 4 — it carries a dated 180-day decision point over BA, GE, RTX, HWM, SPR, HEI and TDG.

Five rows cut for being unpriceable. Ending Birth Tourism, Schedule Policy/Career in the Excepted Service, DEI Discrimination by Federal Contractors, Truthful Advertising of Products Made in America and the Ratepayer Protection Pledge all scored a 1 — headline risk with no rate, no date and no company you could put a trade on. They are gone rather than greyed out. Three scores also moved: Transnational Cyber-Enabled Crime 2 → 4 (it funds a procurement line, not just a study), Gold Standard Childhood Vaccine 3 → 2 and Quartz Surface Products 3 → 2 (one narrow import category, no listed US pure-play).

Two rows removed and one date corrected. A Brazil Section 301 action dated 15 July and a DPA Section 303 waiver dated 13 February could not be found anywhere on whitehouse.gov, so both were cut rather than left linking to the index — the count falls from 47 to 45. Both were STUDY items rated 2, so no duty, date or shortlist changes. The Ratepayer Protection Pledge was dated 23 February here; the proclamation page shows 4 March 2026, and the row now reads that. The Bears Ears row is retitled to the official Modifying the Bears Ears National Monument — no companion Grand Staircase-Escalante proclamation appears on the site.

Coverage: calendar 2026 only, 1 January to 24 August 2026. Actions from 2025 are excluded. Dates shown are signing dates as published on the action page. Where an effective date is calculated rather than stated — the aircraft negotiation window at 180 days from 9 July 2026, the space deadlines at 90/180/240 days from 20 August 2026 — that is arithmetic on the deadline written into the instrument.