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Summary:A document titled 'Weekly Policy Achievements' dated August 12, 2025, outlines various actions taken by U.S. government departments related to energy and economic policies, including increasing domestic resource production, supporting specific industries, and addressing environmental concerns.
Sentiment:Policy-focused
Key Claims:
  • The Department of the Interior approved an additional 14.5 million tons of coal production from the West Antelope coal mine in Wyoming.
  • The Department of the Interior reinstated a legal opinion from President Trump's first term to allow the Twin Metals copper-nickel mine to renew its mineral leases in Minnesota.
  • The Department of the Interior reversed the Biden Administration's last-minute approval of the Lava Ridge Wind Project in Southern Idaho, a 1,000 megawatt wind facility.
  • The Department of the Interior and the Department of Agriculture completed the final Environmental Impact Statement for a major Utah coal mine, marking the first expedited coal leasing action under the One Big Beautiful Bill Act.
  • The Environmental Protection Agency and the Small Business Administration issued formal guidance to protect American farmers, truckers, and other diesel equipment operators from sudden speed and power losses caused by diesel exhaust fluid, with an estimated saving of $727 million per year for family farms.
  • The Environmental Protection Agency signed an MOU with Mexico to resolve the decades-long Tijuana River sewage crisis.
  • The Department of Energy finalized its lease with General Matter at the Paducah Gaseous Diffusion Plant in Kentucky to establish the nation's first U.S.-owned, privately-developed uranium enrichment facility.
  • The Department of Energy selected 11 advanced reactor project technologies for deployment as part of its new reactor pilot program, aiming for criticality of at least three test reactors by July 4, 2026.
  • The Department of Energy released its fifth loan disbursement to the Holtec Palisades Power Plant to help fund the nation's first restart of a commercial nuclear reactor.
  • The Department of Defense's Office of Strategic Capital issued its first direct loan to MP Materials, operator of a rare earth mine in California, to add heavy rare earth separation capabilities.
  • The Department of Defense used its Defense Product Act Title III authority to issue an award to the Elk Creek Critical Minerals Project in Nebraska to support the establishment of a domestic scandium mine-to-manufacture supply chain.
Potential Market Impact (S&P 500):4/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:3/10
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Summary:A telephone conversation with Mexican President Claudia Sheinbaum was completed, resulting in an agreement to extend existing tariffs on Fentanyl, cars, steel, aluminum, and copper for 90 days. Mexico also agreed to immediately terminate its non-tariff trade barriers. Both parties will negotiate a new trade deal within or potentially beyond the 90-day period, and cooperation on border security, including drugs and illegal immigration, will continue.
Sentiment:Negotiating
Key Claims:
  • A very successful telephone conversation was held with Mexican President Claudia Sheinbaum.
  • The U.S. and Mexico are increasing their mutual understanding.
  • The complexities of a deal with Mexico are unique due to border issues.
  • The exact same deal as the last short period was extended for 90 days.
  • Mexico will continue to pay a 25% Fentanyl Tariff, 25% Tariff on Cars, and 50% Tariff on Steel, Aluminum, and Copper.
  • Mexico has agreed to immediately terminate its Non Tariff Trade Barriers.
  • Talks will occur over the next 90 days to sign a trade deal within or beyond that period.
  • Key U.S. officials were present at the meeting: JD Vance, Scott Bessent, Marco Rubio, Howard Lutnick, Jamieson Greer, Susie Wiles, and Stephen Miller.
  • Continued cooperation on border security, including drugs, drug distribution, and illegal immigration into the United States, will take place.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:5/10
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Summary:A letter from the White House to the President of Mexico states that the United States will impose a 30% tariff on all Mexican products starting August 1, 2025. This action is attributed to Mexico's failure to stop drug cartels and the flow of fentanyl into the US, and to address unsustainable trade deficits. The letter specifies that transshipped goods will also be subject to the tariff and that if Mexico raises its tariffs, the US will add that increase to its 30% charge. It also notes that companies can avoid tariffs by manufacturing products within the United States.
Sentiment:Threatening
Key Claims:
  • The United States will charge a 30% tariff on all Mexican products starting August 1, 2025.
  • The tariffs are being imposed due to Mexico's failure to stop drug cartels and the flow of fentanyl into the United States.
  • Cartels are attempting to turn North America into a 'Narco-Trafficking Playground'.
  • Goods transshipped through Mexico to evade higher tariffs will be subject to the higher tariff.
  • If Mexico decides to raise its tariffs, the US will add that increase to its 30% charge.
  • Companies can avoid tariffs by building or manufacturing products within the United States.
  • The flow of fentanyl is not the only challenge; unsustainable trade deficits are a major threat to the US economy and national security.
Potential Market Impact (S&P 500):9/10
Potential Geopolitical Risk:8/10
Potential Global Cross-Asset Impact:9/10