There are many worries as the commercial aerospace supply chain ramps up to unprecedented production rates. Can aeroengine OEMs fix their new-engine teething problems? Can interior suppliers step up? Is there enough forging and casting capacity? Yet uncertainty of raw material supply could be the largest threat of all due to booming demand, tariffs and geopolitics. Today, the global aerospace industry consumes some 1.7 billion pounds of raw materials per year, worth an estimated $13 ...

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