Strategic Commodities 2.0: Global Titanium Supply & Demand

US Department of Defense, modified, A formation of Royal Australian Air Force aircraft fly over Avalon Airport at Geelong, Victoria, Australia, Feb. 25, 2019. Along with Australian aircraft, U.S. military aircraft were to be showcased through flight demonstrations and static displays during the 2019 Australian International Airshow and Aerospace & Defence Exposition. (U.S. Air Force photo by Staff Sgt. Sergio A. Gamboa) www.dvidshub.net, https://flickr.com/photos/39955793@N07/46495003394/

Summary

The decade ahead will bring massive structural shifts as economies around the world transition away from fossil fuels. These changes have already given rise to new strategic commodities, such as rare earth minerals, cobalt, and lithium to name a few. The extent to which global economies are willing to clash over these strategic commodities in order to secure reliable supply chains remains to be seen, and will largely be a function of the global trade system going forward. However, the fact remains that supply chain security is a matter no policymaker will have the luxury of ignoring.

This article examines factors impacting titanium supply and demand over the next decade.

 

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