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Exactly. Not specifically for casting and forging, but for aerostructure or detail parts. Companies like Motherson in India and Mubea in Germany, which are large automotive companies, are diversifying into aerospace. Motherson recently acquired ADA in France, which is significant.
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If we start at the beginning, we have difficulties with casting forgings and raw materials. We also face challenges in aerostructures, as seen with Spirit, for example. Systems, particularly avionics and cabin components, are also critical. A delay in cabin deliveries directly impacts the aircraft's timeline. Airbus and Boeing are working on their supply chains, identifying single points of failure and single-source suppliers.
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