ATI is making a decisive play in aerospace titanium, pairing a new sheet facility in South Carolina with expanded long-term supply deals for Airbus and Boeing. ATI is strengthening its position as a top supplier of titanium just as aircraft production ramps up and OEMs scramble to secure critical materials.

In 2024, the aerospace sector was marked by severe supply chain disruptions, ranging from raw material bottlenecks to geopolitical uncertainties and original equipment manufacturer (OEM) production delays. In response, major aircraft manufacturers have increasingly turned to Tier 1 suppliers such as ATI to secure stable, long-term access to critical materials.

In June 2025, ATI opened a new titanium-alloy sheet facility in Pageland, South Carolina, capable of producing pack-rolled sheet in ultra-thin gauges—as thin as 0.020 inches (0.51mm) and up to 25 feet (7.6m) long. These sheets are essential for weight-sensitive aerostructures, supporting both narrow-body and wide-body programmes.

ATI expects that over two-thirds of the Pageland facility’s initial capacity will be secured under long-term contracts, underscoring immediate demand, with qualifications currently underway. Airbus will be one of the first to integrate these titanium sheets into its platforms, having recently signed a multi-year agreement with ATI for titanium plate, sheet, and billet, with the titanium-alloy sheet originating from the Pageland facility.

In late July, ATI announced that it had extended and expanded its agreement with Boeing regarding long-term titanium products; as part of the agreement, ATI is also positioned to serve Boeing’s third-party subsidiaries. ATI products covered under the deal include ingots, billets, rectangles, bars, and flat-rolled products, including plates, sheets, and coils. Together, these agreements ensure that ATI’s titanium-alloy sheet production is absorbed directly into the world’s two largest aircraft OEMs, providing stability as global production rates increase.

Titanium alloys are widely used across critical aircraft structures and engine components, and demand is projected to rise steadily, growing at a CAGR of 5.24% from 2024 to 2035. With Boeing and Airbus registering over 494 and 6,687 orders in 2025, respectively, the outlook for titanium consumption in aerospace remains highly positive, supported by sustained production ramp-ups and long-term fleet renewal programmes.