US Titanium Mills Respond to Tariff Challenges with Strategic Shifts

US Titanium Mills: ATI

Focus Keyphrase: US Titanium Mills

US titanium mills are navigating a complex tariff environment following the Trump administration’s implementation of a 10% baseline import duty. Despite exemptions for some titanium forms, critical alloying elements and shop supplies remain exposed to tariff-driven cost pressures.

Major players like Howmet Aerospace and ATI have issued formal notices to customers. Howmet declared a force majeure on affected contracts, while ATI announced immediate price increases. Meanwhile, Perryman and Timet have adopted more cautious stances, opting to wait for further clarity before adjusting operations.

Exemptions and Exposure: What’s Included and What’s Not

The tariff exemptions cover some titanium feedstocks and semi-finished products.

However, vanadium pentoxide and other alloying materials used in aerospace titanium production were not exempted.

As a result, producers are adjusting to avoid significant cost overruns. ATI emphasized that tariffs “will significantly raise the costs to produce material,” and pricing must adapt. Howmet has opened the door to cost-sharing arrangements with customers, but its notice signals potential supply disruptions.

Industry Impact and Ongoing Uncertainty

The broader aerospace supply chain is at risk of increased pricing volatility. Both ATI and Howmet are evaluating sourcing alternatives to cushion downstream effects. Perryman’s reserved approach reflects industry-wide uncertainty as global suppliers weigh reciprocal measures.

It remains unclear how much of the tariff burden can be passed along. Producers and buyers alike now face an evolving cost landscape shaped by trade policy, production inputs, and customer flexibility.

The Metalnomist Commentary

The reaction from US titanium producers signals a critical tension point between trade protectionism and material supply chain security. As cost pressures rise, manufacturers may need to reassess sourcing and pass-through strategies in an increasingly volatile market.