“Economic security and national security are almost directly related in the long run,” said J.P. Morgan CEO Jamie Dimon last week on Fox Business. He’s right. We need to stop pretending our adversaries are business partners. The pharmaceutical sector is a cornerstone of America’s global competitiveness, but without a serious shift in how we treat capital investment, intellectual property and national reserves, we’re ceding the future to countries that don’t play by the same rules. Reshoring production isn’t just about tariffs; it’s about protecting our strategic assets and rebuilding a system that rewards long-term strength over short-term profits. As I argued in a recent column, our reliance on overseas production of APIs is a vulnerability we can no longer afford to ignore. APIs, much like oil reserves or other vital commodities, should be viewed as strategic assets essential to national security and healthcare continuity. Just as no nation would outsource its entire energy supply to geopolitical rivals, the U.S. cannot continue to depend so heavily on foreign pharmaceutical ingredients. That framework–that pharma inputs are as strategic as oil–needs to guide our thinking across the board.

Full opinion : United States should stop relying on China for APIs and build its own biotechnology architecture for its national security.