The US medical sector is facing significant challenges as the Trump administration considers imposing tariffs on medical imports following a national security review. Major hospital groups, manufacturers, and trade organizations have voiced strong opposition, warning that such measures could escalate costs, disrupt supply chains, and stifle innovation. The review, conducted under Section 232 of the Trade Expansion Act of 1962, targets personal protective equipment (PPE), medical consumables, and devices, with potential tariffs or quotas expected as early as 2026. Stakeholders, including the American Association for Homecare and the National Foreign Trade Council (NFTC), argue that these actions could severely strain the US healthcare system, which is already under pressure. The NFTC emphasized the need for non-tariff responses to maintain industry competitiveness. The American Hospital Association (AHA) highlighted the reliance on international sources for critical medical supplies, noting that China is a major supplier of PPE and other essential equipment. The AHA called for a balanced approach, including tariff exemptions for products in short supply. Meanwhile, manufacturers warned of unintended consequences, such as increased costs for patients and hospitals, and disruptions in supply chains. The White House’s increasing use of Section 232 across various sectors, including pharmaceuticals and critical minerals, has raised concerns about broader economic impacts.
