Overview

• The Section 232 probe into pharmaceutical imports launched in April is ongoing but now projected to conclude weeks beyond initial timelines
• White House trade adviser Peter Navarro reiterated plans to phase in tariffs up to 250% to spur reshoring of active pharmaceutical ingredient and drug production
• The administration is deploying executive supply-chain measures, including the SAPIR reserve and long-term API contracts, to strengthen domestic manufacturing ahead of any tariffs
• Drugmakers and analysts warn that steep, sector-specific duties could raise U.S. drug costs, disrupt supply lines and jeopardize patient access, prompting exemption requests and U.S. investments
• Sources say the delay reflects shifting White House focus to a U.S.-Russia summit in Alaska and a separate semiconductor national-security review expected to be announced first