aerospace supply chain

立場別 · 2 論調本号全体

Reuters · Global · IperionX opened the first US commercial titanium sponge plant as VSMPO cut to four days per week and Japanese consolidation absorbed Toho Titanium

Reports VSMPO-AVISMA being added to the US Entity List in September 2025, requiring US suppliers to obtain BIS licences before exporting any technology or equipment to the Russian titanium producer. VSMPO shifted to a four-day working week by late 2025, with internal revenue estimates showing approximately 17% decline from pre-Entity List baseline. VSMPO was previously a direct titanium supplier to Boeing and Airbus before the Ukraine war.

“VSMPO-AVISMA's US Entity List designation in September 2025 forced a four-day week and cut internal revenues by approximately 17% as Western aerospace customers completed supply chain transitions.”

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Aviation Week · United States · IperionX opened the first US commercial titanium sponge plant as VSMPO cut to four days per week and Japanese consolidation absorbed Toho Titanium

Aviation Week analysis of the titanium sponge supply chain restructuring: before the Ukraine war, VSMPO-AVISMA supplied approximately 30% of aerospace-grade titanium globally; post-sanctions, Boeing and Airbus have qualified Japanese (Osaka Titanium, Toho/JX), Kazakhstani (UKTMP), and Korean (POSCO Titanium) producers. US sponge price reached $6,080/t in 2026, up 10.5% year-on-year, as Japan-Korea supply cannot fully substitute VSMPO at short notice without new capacity.

“Titanium sponge reached $6,080/t in 2026, up 10.5%, as Japanese and Korean capacity replaces VSMPO partially but cannot fully substitute at short notice without Osaka Titanium's 50,000 tpa expansion completing in 2028.”

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