Titanium and the aerospace ramp-up

In this episode, Argus explores the disconnect between an unprecedented outlook for aerospace and defence markets and a partially stunted titanium market. Airbus and Boeing’s combined commercial backlog exceeds 16,000 aircraft, while global geopolitical instability is fuelling historic defence spending and procurement. Yet titanium inventories remain elevated across several market segments, manufacturers and suppliers continue to debate when build rate ramps will translate into sustained titanium orders, while questions around forging and casting capacity and competing end-markets remain open.

Argus Non-Ferrous Markets Associate Editor, Samuel Wood, and Reporter Reagan Patrowicz speak with Peter Zimm and Kurt Faller from Charles Edwards Management Consulting.