The second tranche of Section 232 pharmaceutical duties reaches every remaining drugmaker this week, and the companies most exposed are the ones least able to build a factory WASHINGTON, September 30, 2026. The broadest tariff ever applied to medicines entering the United States took effect this week, extending duties of up to 100 percent on…
Peacock Tariff Consulting · June 2026 On 9 June 2026, DSV did something that, on its face, looks like a routine logistics announcement: the world’s largest freight forwarder opened a dedicated pharmaceutical air corridor between Luxembourg and Indianapolis. A new lane, a new hub, a press release full of the usual language about visibility, reliability…

A window into how Washington is now buying American pharmaceutical capacity and what the Lebanon expansion tells us about the new U.S. industrial-policy architecture for pharma Eli Lilly is making another major investment in U.S. manufacturing, announcing plans to spend an additional $4.5 billion at two of its sites in Lebanon, Indiana. The headline figure…