“Nickel superalloys are critical for enduring the highest temperature environments on the airplane: engine turbine, combustor, exhaust, and high pressure compressor sections where thermal loads and mechanical stresses leave little room for substitution – or error. That makes nickel supply a different kind of challenge than airframe metals. The aerospace mills draw from a narrow upstream base and now they compete for that capacity against demand from batteries and EVs that require the same class of refined nickel.

The Aerospace Nickel market report characterizes global demand, analyzes upstream supply risk for nickel and its alloying elements, maps the supply base, and forecasts the demand for nickel mill product. It includes:

• Nickel demand by aircraft system, engine versus airframe OEM, form, and grade family, with a five-year buy-weight forecast
• Upstream supply-risk assessment at the mining and refining levels by alloying element, including cobalt, chromium, molybdenum, and others
• Supplier profiles and market shares for the top aerospace mills including ATI, Carpenter Technology, PCC Special Metals and others
• Impact of key trends such as engine design shifts, in-service teething issues, and additive manufacturing adoption

Built for aerospace strategy, procurement and supply chain, and investor teams who need to understand a supply base that behaves differently from the airframe.”