Shop Briefings, Reports & Data

The load-bearing core of an aircraft is built on forgings: landing gear, engine cases and disks, shafts, structural fittings that carry loads. Forgings continue to be one of the part categories constraining engine and aircraft production. Forging supply concentration ranges from low to high depending on forging size and function as well as the press sizes and tooling needed to produce them. This report maps the outlook for forging demand and profiles the manufacturing base that supplies them.

Aerospace raw material demand moves on its own rhythm, driven by production mix, material shifts, and MRO spares rather than delivery counts. This annual 9-year forecast projects program-level demand by material family across new builds and spares, sized on actual production, so sourcing teams can see where demand is heading before it does.

Aluminum is the highest-volume material in an aircraft and the mainstay of aerostructures, even as composites take share. Program mix drives demand, and tariff action is reshaping upstream supply. This report characterizes global aluminum demand, assesses supply risk by alloying element, and forecasts mill product demand over five years

Nickel superalloys perform the hot-section jobs where substitutes don't exist: turbine and combustor components that run at temperatures other metals can't take. The supply base is narrow, and battery demand draws on the same refined nickel. This report gives strategy, procurement and investor teams the demand, supply-risk (including for its key alloying elements), and five-year forecast picture for aerospace nickel.

Steel is used for the highest-load, most cost-sensitive applications in an aircraft: landing gear, engine shafts, structural components. It also faces substitution pressure, as titanium continues to displace it in high strength applications. As a result, though, what steel grades remain on the aircraft are specialty grades – a lot of different specialty grades. This report gives procurement and strategy teams the demand, supply-risk, and five-year forecast picture for aerospace steel.

Titanium is where aerospace supply risk turned geopolitical. A large share of aerospace-grade sponge and mill product came from Russia, and Western programs have been working to qualify or source that dependency out. This report gives strategy, procurement, and investor teams the demand, supply-risk, and five-year forecast picture for aerospace titanium and the supply base that is being restructured.

Titanium trade data sits scattered across dozens of product categories and trade corridors, in government filings that take real time to pull together. This report does that work: a consolidated view of global titanium trade flows, from sponge through mill products, independently compiled showing the trade volumes that matter to anyone sourcing along the chain.