ATI in “The Plane Shortage Becomes Permanent”

Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.

ATI's nickel-based superalloys and specialty materials are suited to hot-section turbine components, giving it leverage to tighter component supply and higher build rates.

Trade barriers turn domestic capacity from a cost burden into a strategic asset.

Domestic production of specialty alloys becomes more strategically valuable as aerospace and defense supply chains localize.

Protectionism is shifting pricing power from importers to domestic producers.

Its U.S. production of specialty alloys for aerospace, defense and energy positions it to gain from local-content requirements and import substitution.