Will covid-19 accelerate trends in Western countries to decouple from China?
the third week of January, only a few pharmaceutical executives, drug-safety inspectors and dogged China hawks cared that a large share of the world’s supply of antibiotics depends on a handful of Chinese factories. These include a cluster in Inner Mongolia, a northern province of windswept deserts, grasslands and unlovely industrial towns. Then came the covid-19 outbreak, and quarantine controls that locked down factories, ports and whole cities across China.
Where once only a few specialists worried about the market share enjoyed by the industrial chemists of Hohhot or Shijiazhuang, China’s dominance of the active pharmaceutical ingredient sector is now the subject of hard questions in Washington’s corridors of power and the chancelleries of Europe. Ending the world’s dependence on Chineses would not be a technical challenge. China has not been dominant for long.
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