It is reported that Russia may stop supplying the United States with titanium materials needed for Boeing's manufacturing. This short piece of news has received heated comments and attention from the industry. The reporter believes that titanium companies must interpret it rationally, and don't misinterpret it as positive. Otherwise, blindly increasing production will inevitably swallow a bitter fruit, turning "schadenfreude" into "burning with fire".
Russia's release of such news is just a game of international politics. For the time being, it can be interpreted as an unresolved "war of words" between the two major powers, let alone "or stop supply." Even if the supply is really stopped, it is not a good thing. Therefore, it should not be misunderstood but should be treated rationally. It is true that titanium materials can improve the "combat" performance of aircraft in the field of aircraft applications, but it is difficult for Russia to stop supplying to the United States to constitute a positive for Chinese titanium metal enterprises. If you analyze this news rationally, you will find that, in fact, "or stop supplying" titanium metal has not caused a shortage in the international titanium metal supply and demand market.
First, as titanium is a strategic metal, Boeing will naturally reserve a considerable amount for emergency, and it is difficult to affect its normal production in a short time. Moreover, a "or stop supply" has left enough time for Boeing to purchase and store titanium metal.
Second, the Russian titanium industry chain will not immediately implement production cuts, which undoubtedly provides opportunities for third countries or third-party trade (intermediaries). Russian titanium metal is not directly exported from Russia to the United States, but can be sold to the United States through "repackaging" through other countries' trade.
The third is that the quality of Japanese titanium materials has always been good, and there has been long-term order cooperation with companies such as Boeing in the United States. Russia's "or stop supply" to "really stop supply" is beneficial to Japanese titanium metal companies. After all, the cooperation between the two countries is better than that of Chinese titanium companies.
Fourth, China and the United States are experiencing "trade friction". Russia's "may stop supplying titanium to the United States" also reminds China that titanium, as a strategic metal material, may also face control.
The fifth is the "trade friction" between China and the United States. In addition to taking soybeans as a countermeasure, China may counter the United States on the plane. Russia's "may stop supply" and China's "maybe countermeasures on the plane". In a sense, this may have offset the purchase and demand of Boeing's titanium materials.
Sixth, the rare earth metals supplied by Russia to the United States include titanium (remember it only includes titanium). Although titanium is a necessary material in Boeing's aircraft manufacturing technology, titanium is not the main material Russia supplies to Boeing.
Seventh, the amount of titanium used in aircraft (comparatively speaking, the amount of titanium used in fighter jets accounts for a large proportion) is still a small metal. With the development of new materials, some alloy materials are not weaker than titanium. Therefore, the proportion of titanium materials in aircraft also needs to look at the "eyes" of other new materials, which is the positioning of "one generation of materials, one generation of aircraft".
Therefore, a rational interpretation of Russia's suspension of the supply of titanium metal to the United States is the key for titanium companies to judge whether to increase production. Today's titanium industry in China is not what it used to be. A slight change in market demand can hardly influence changes in the international and domestic titanium markets. In addition to technology and quality constraints, excess production capacity cannot cause major changes in the titanium market in the short term. . If you want the titanium products produced by the company to have a place in the aviation field, or even become a leader, you can only improve the technology, improve the quality, and optimize the cost to achieve "double improvement, one optimization". With the enterprise forward.
Cherish what you have at the moment! Please rationally interpret Russia's suspension of the supply of American titanium materials. This is not a "life-saving straw" that benefits companies, but one of the legal codes of the international political game. As an enterprise, only by strengthening itself can it be able to cope with the sudden changes in the titanium market.
