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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: marcher who wrote (185875)3/31/2022 2:47:29 PM
From: TobagoJack  Read Replies (4) | Respond to of 217620
 
Re << … hauwei cell phones is causing navy surveillance aerial …>>

Do not worry, as there shall be less titanium, there would naturally be fewer airplanes to worry about, and therefore purchasing value-packed Huawei phones should still make sense.

Supply chain wars are not as predictable as real hot wars.

Huawei phones go well with Chinese titanium, and less well w/ Russian titanium

en.wikipedia.org

intellinews.com
Russia is the third-largest producer with a share of around 13 to 13.5% after China and Japan, and Ukraine has a share of 2 to 2.6%. Russia and Ukraine combined account for 16% of global output …
… On each Boeing 787-9, there is over 19 tonnes of titanium. Titanium sheets cost around $20.85 per kg. Not counting the costs of producing the titanium parts and scrap material, there would be around $0.4mn worth of titanium on each Boeing 787. With a sales price of around $135mn to $145mn for a Boeing 787-9, $0.4mn might seem small but that only covers the price of sheet metal and not the complex processing and manufacturing of the actual parts. So as a cost component, this could go up significantly and cover around $14mn to $17mn per aircraft, representing up to 12.5% of the sales price of a Boeing 787-9 …
… The US remains particularly vulnerable to disruptions in the global titanium supply chains, as it imports 95% of the titanium it consumed in 2019.