ATI Inc. and Boeing have extended and expanded a long-term agreement for titanium products that covers Boeing’s full suite of commercial programs, from narrow to wide body. The renewed pact spans the titanium chain – ingots, billets, rectangles, bars, plate, sheet, and coil. It positions ATI to support Boeing’s third-party subsidiaries as production ramps.
The trade-press update underscores Boeing’s ongoing need for reliable aero-grade titanium as it works through recovery and rate plans.
For materials teams, the agreement signals continuity of supply and a preference for partners with melt-to-mill integration. ATI has invested in adding titanium capacity, notably a new alloy sheet facility in Pageland, South Carolina. The facility came online in 2025 to serve aerostructures that require tight flatness, thickness control, and surface quality. The plant extends ATI’s portfolio beyond long products, enabling wider and longer sheet formats that help reduce scrap and panel joins.
While contract terms were not disclosed, the scope and timing matter. Boeing’s material calls touch multiple airframe families. This means planners can better synchronize mill lead times, conversion slots, and downstream processing (heat treat, machining, inspection). On the ATI side, the expanded LTA validates investments in high-purity melt, flat-rolled titanium, and alloy sheet capabilities aimed at stabilizing aerospace flows as output increases.
The supply picture has been volatile since 2022 as Western OEMs reduced exposure to Russian sources and diversified toward U.S. and allied suppliers. Against that backdrop, expanding a domestic-friendly titanium LTA reduces pricing and schedule risk for machining centers and fabricators tied to Boeing programs.
Shop floors should still watch for quarterly allocation updates and material-release timing; however, this agreement points to a clearer runway for titanium through 2026.
