Signals & Political Monitor

Significant signals

Daily monitoring of White House, Congress, USTR, Commerce, Treasury/OFAC, DOE, EPA, FERC and key states — only events with commercial implications.

11-04
Democrats win House and Senate; divided government confirmed
bothstrategicPolitical structure
11-05
Democratic leaders move to claw back Section 232/301 tariff authority
opportunitymediumTrade & tariffs
11-03
Midwest aluminium premium remains near record; PPI +48.5% since Feb 2025
bothimmediateMarkets
11-05
Congress signals appropriations leverage to force Iran de-escalation
bothmediumEnergy & Iran
11-05
BAAJA permitting bill: Senate vote Nov 9, odds cut from 40% to 25%
opportunityimmediatePermitting
11-04
Federal funding runs out December 11 — shutdown risk in lame duck
riskimmediateFiscal
11-05
Oversight committees prepare probes into Russian diesel and critical-mineral stakes
riskmediumInvestigations
11-04
Democrats win Georgia PSC; first Democrat on Texas Railroad Commission since 1990
bothmediumState regulation
11-05
Alaska LNG ($54.4bn) and allied power investments may be delayed
riskstrategicEnergy & Iran
11-04
33 of 34 anti-data-center ballot initiatives succeed
bothstrategicState regulation