Well you are wrong. All insulin production plants that Eli Lily uses are in Europe. Fact remains, that 91% of the insulin used in the US is imported from european plants.
This is what Google Gemini says regarding that:
If Europe were to stop all insulin exports to the USA tomorrow, the impact would be
immediate, catastrophic, and life-threatening for millions of Americans.
While the U.S. does produce its own insulin, the supply chain is deeply globalized. Two of the "Big Three" manufacturers that dominate the U.S. market—
Novo Nordisk (Denmark) and
Sanofi (France)—are headquartered in Europe and maintain critical manufacturing hubs there.
1. Immediate Critical Shortages
An overnight ban would instantly remove a massive portion of the U.S. insulin supply.
- Market Share: The "Big Three" (Eli Lilly, Novo Nordisk, and Sanofi) control over 90% of the U.S. market.
- Specific Brands: Popular insulins like Lantus (Sanofi), NovoLog, and Tresiba (Novo Nordisk) would disappear from pharmacy shelves almost instantly once local inventories are exhausted (typically 30–90 days of supply).
- Vulnerable Populations: Roughly 7.4 million Americans rely on daily insulin. For Type 1 diabetics, a lack of insulin is fatal within days or weeks.
2. The "Active Ingredient" Crisis
Even for insulin finished in the U.S., the crisis would hit the laboratory level.
- API Bottleneck: Much of the Active Pharmaceutical Ingredient (API)—the "raw" insulin—is fermented and purified in large-scale European facilities before being shipped to U.S. plants for "fill-and-finish" (putting it into vials or pens).
- Domestic Lag: While Eli Lilly is a domestic giant (based in Indiana), it could not pivot fast enough to cover the 60-70% of the market vacated by its competitors. Building new bioreactors and getting FDA clearance for new production lines typically takes 5 to 10 years.
3. Economic and Healthcare Collapse
- Price Skyrocketing: In a "tomorrow" scenario, the remaining domestic stock would become the subject of extreme hoarding and price gouging.
- Emergency Room Surge: Hospitals would see an unprecedented wave of patients in Diabetic Ketoacidosis (DKA). The cost of treating one DKA hospitalization is approximately $10,000–$15,000, which would overwhelm the healthcare system's finances and capacity.
- Black Markets: A massive illegal trade would likely emerge from Canada and Mexico, though neither country has the surplus to support the entire U.S. demand.
It doesnt look as good as you claimed. Looks like even the raw materials you use in US plants come from Europe.
Thats definitly a strategic lever that can be used.