Industry Overview
Aerospace and defense is one of the most metals-intensive industries, with aluminum comprising up to 80% of commercial aircraft structures by weight and titanium critical for jet engines and military airframes. A typical Boeing 787 contains approximately 20% titanium by weight. Defense contractors face additional exposure to rare earth elements used in precision-guided munitions, radar systems, and electronic warfare equipment. Jet fuel (kerosene) costs directly impact airline customers' ability to purchase new aircraft, creating an indirect commodity sensitivity channel.
Commodity Exposure
Key Companies
Related ETFs
ITA (iShares U.S. Aerospace & Defense ETF)
XAR (SPDR S&P Aerospace & Defense ETF)