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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Sun Tzu who wrote (95461)10/1/2025 10:54:24 PM
From: ajtj99  Read Replies (1) of 97059
 
The thing is, if you're going to make a decision to manufacture something in the US, it has to be a 10-year decision when all the plant and equipment capex is taken into consideration. You can't immediately write off the investment in a pharma plant just like you would office supplies. That crap gets amortized over decades if it is a building and maybe 7-10 years if it is plant equipment.

If the business case for your decision to build a plant or production in the US based upon these tariffs, you're better off waiting 3-1/2 years when the tariffs go away and just do business as usual.

This is what US companies are thinking. Anyone who is moving or starting up production in the US based upon these tariffs is likely doing so because of subsidies or idle, ready capacity that can be brought online quickly.
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