Producer
TIMET (Titanium Metals Corporation)
Integrated titanium producer (sponge, ingot, mill products); part of Berkshire Hathaway/PCC.
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Titanium sponge & ingot
Titanium mill products
Aerospace titanium
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Concentration2024
Aerospace titanium is a strategic chokepoint with a Russia problem. The single largest titanium producer in the world is Russia's VSMPO-Avisma, and Western planemakers (Boeing, Airbus) and engine builders had been heavily dependent on Russian titanium — so after 2022, non-Russian integrated producers like TIMET (US) and ATI became strategically critical as the few Western sources of aerospace-grade titanium that can be qualified into flight-critical parts. Qualifying a titanium heat for an airframe or jet engine is a multi-year, certification-bound process, so the supply cannot be swapped quickly when a source is cut off. The ability to build aircraft outside Russian-titanium dependence therefore rests on a handful of Western titanium mills, TIMET among them — a deep materials chokepoint sitting beneath the entire commercial-aerospace and defense industrial base.
TIMET (Titanium Metals Corporation) ↗Did you know2024
Titanium is the metal of both your lightweight glasses and a jet airliner. TIMET's titanium goes into premium hypoallergenic eyewear frames — light, springy and corrosion-proof — and the same integrated titanium chain feeds aerospace, where modern jets are on the order of a tenth titanium by structural weight (engine fan blades, landing gear, airframe joints), and medical implants, where titanium is the standard for hip, dental and spinal devices because living bone bonds directly to it. So one titanium producer, part of Berkshire Hathaway's Precision Castparts, sits under eyewear, aerospace and orthopedic medicine at once: the same metal resting on your face, flying in the plane overhead, and implanted inside surgical patients. Few materials so cleanly span the trivial and the life-critical, and TIMET supplies the whole range from a single integrated mill base.
TIMET (Titanium Metals Corporation) ↗