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On February 18, 2026, US President Donald Trump signed an Executive Order classifying glyphosate and phosphorus as essential for national security and food supply. The order mandates the USDA to secure domestic production capacities, addressing concerns over reliance on imports.

Bayer, the primary US producer, is expected to benefit, receiving a de facto guarantee for its operations amid ongoing legal settlements over Roundup. Bayer's stock rose initially but faced volatility in trading, reflecting market uncertainty about the approval of the settlement.