Latest / The Aerospace Executive Podcast
The Upstream Metals Strategy Keeping Aerospace Moving w/ Kelly Thomas
The aerospace supply chain does not only break at final assembly. Some of the most important pressure points sit much farther upstream, inside the specialized materials businesses; most of the industry only notices when something goes wrong.
High-purity aluminum, specialty alloys, casting capacity, hedging, tariffs, geopolitical risk, and long-cycle inventory decisions all shape whether commercial aviation, defense, and space can keep moving.
When demand rises or supply gets disrupted, companies like Vista Metals have to make decisions long before the rest of the market feels the impact.
In…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.