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Wednesday June 15, 2022, 19:48:46

Titanium Snapshot: June Industry Update

By Chris D. Olin

The snapshot report is released bi-monthly, providing readers with quick looks at current trends within the global titanium market. Details include snippets/summaries on key events, survey data points and channel insights, and headlines that could directly/indirectly impact industry modeling assumptions. Continue reading

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Sunday September 19, 2021, 03:23:36

Titanium Snapshot: September Update On Industry Trends

By Chris D. Olin

Highlighting mixed-to-negative titanium survey reads and macro headlines over the past few weeks. At this point, our market intelligence and analysis indicate a slight downward bias to near-term earnings expectations for companies levered to titanium and other specialty alloys. Continue reading

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Friday March 19, 2021, 12:53:12

The Titanium Snapshot

By Chris D. Olin

The titanium snapshot report is compilation of unique channel insights, collected during our market checks and interactions with high-level industry executives, that emphasize new demand data points, spot market price trends, producer lead time management, and inventory management. There is so much great information worth sharing that we issue these reports bi-monthly (as part of the T4 Supplier Intelligence Service). Shifting to today’s update and supporting analysis, we saw a modest sequential improvement in the titanium survey reads but the global market still appears to be far from a period of real recovery. Industry contacts characterize the current environment as challenging or uncertain and still provide data points that suggest business conditions are trending in-line or slightly below expectations. There now appears to be an even lower level of probability that titanium will transition into a top-line tailwind for the individual companies at any point this year. Continue reading

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