Dan Izhaky

Making U.S. medical manufacturing last.

I work on the demand side of domestic medical supply: the trade rules, federal procurement and reimbursement policy that decide whether American production lines keep running.

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Positions

All 6 briefs
  • Demand

    Orders, not grants.

    Why capital grants produced factories but not a domestic PPE industry, and why multi-year offtake is the instrument that works.

  • Trade

    Finish the Section 232 investigation.

    The national-security trade investigation into PPE opened in September 2025. A determination paired with offtake would give U.S. producers something they can finance.

  • Trade

    Tariffs that close the market.

    China-only duties shifted glove imports to Malaysia and Vietnam. Origin-neutral measures are what change where gloves are made.

  • Reimbursement

    Pay hospitals to buy American.

    Hospitals choose PPE on price. A Medicare payment adjustment for domestically made gloves, gowns and respirators changes that math where purchasing decisions are made.

  • Procurement

    Publish the demand signal.

    The hardest part of building domestic capacity was never the engineering. It was not knowing what the government would need in eighteen months. A published, recurring forecast changes that.

  • Preparedness

    Rotate the stockpile.

    Pay domestic makers to keep surge capacity warm, rotate inventory through commercial channels so nothing expires on a shelf, and back it with multi-year commitments.

The problem, in four facts

  • The United States uses about 120 billion nitrile exam gloves a year and makes roughly 1 percent of them.

    Source and context
  • About $850 million in federal awards went to eight domestic glove and rubber ventures after COVID. The plants could be built; committed customers never came.

    Source and context
  • A domestic glove costs roughly twice the imported price, and Asian producers are still adding capacity.

    Orders, not grants
  • In 2026 Medicare asked whether to extend the premium it already pays for domestic N95 respirators to gloves and gowns, about a nickel a glove: policy aimed at demand rather than supply.

    Pay hospitals to buy American

Recent writing

All 15 pieces

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