This year’s Paris Air Show revealed a cautiously optimistic supply chain, tempered by persistent supply constraints and the ongoing shadow of trade uncertainty. Tariffs remain a wildcard. Many suppliers are in wait-and-see mode, though some have begun shifting production and logistics...
ATI has signed a multi-year agreement to supply Airbus with titanium plate, sheet, and billet, doubling its previous support level. The deal strengthens ATI’s role as a key supplier as Airbus ramps up aircraft production. Backed by ATI’s recent investments...
Just days before the July 9 expiration of the 90-day pause on the Liberation Day tariffs, the Trump Administration pushed the reset button: tariffs will now resume on August 1. What followed was a flurry of announcements reminding us...
Assuming there are no demand or supply shocks, Charles Edwards is forecasting aircraft production value to grow 7.7% CAGR from $158B in 2024 to $228B in 2029. This forecast assumes some production headwinds starting in the second half of 2025...
Not surprisingly (given the surge in deliveries in Q4 of last year), Airbus’ Q1 shipments started out slowly. Boeing’s deliveries are on a faster pace than 2024’s but are lower than 2023’s. Our assessment is that Boeing’s production rate lags...
So far in 2025, disruption has been the order of the day. Tariffs threatened, tariffs implemented, some tariffs deferred, others increased, in short, wars and rumors of trade wars. Add to that a fire at the largest aerospace fastener facility...
Production slowdowns contributed to inventory buildup within the aerospace supply chain, though not uniformly across all materials; more aluminum was stockpiled than titanium or nickel. Lead times for steel remained long, especially for specialty grades, and supply disruptions for certain...
As we near the end of 2024, it’s clear that aircraft deliveries (and production) will be lower in 2024 than in 2023. For Boeing, just as MAX production was gaining momentum and rising through the mid-30s per month, the...
I attended and spoke at SMR’s North American Stainless Steel & Special Metals Conference in Nashville November 7-8. The conference addresses multiple industry verticals beyond (and larger than) aerospace. That said, a number of topics beyond aerospace bear mentioning: Destocking...