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Weekly update

Howmet Single Crystal Blades, AMZN Logistics, Synopsys & Cadence AI Risk

Howmet Aerospace•US•Large CapAmazonSynopsysCadence Design Systems
Jul 1, 2026

Howmet, PCC & the Single Crystal Blade Bottleneck

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Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Jun 29, 2026

GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges

Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGE AerospaceSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrials
May 15, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

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GE Aerospace•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

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GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Dec 6, 2025

Airbus: Supply Chain Bottlenecks

Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrials
Jul 8, 2025

GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power

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Berkshire HathawayHowmet AerospaceGE AerospaceSafranChromalloyFTAI AviationScale EconomiesSwitching CostsProcess PowerInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrials
Jul 5, 2025

Howmet Aerospace: Investment Casting Airfoils, Yield & Pricing Power

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Howmet Aerospace•US•Large CapBerkshire HathawayGE AerospaceRTXRolls-RoyceChromalloySafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Apr 30, 2025

Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce

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Howmet Aerospace•US•Large CapBerkshire HathawaySafranGE AerospaceRTXAirbusSwitching CostsScale EconomiesProcess PowerMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancials
Apr 8, 2025

Rolls-Royce Engine Supply Chain and Procurement Process

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Rolls-Royce•GB•Large CapRTXGE AerospaceSafranHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 8, 2025

Precision Castparts vs Howmet: Culture and Pricing Power

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Berkshire HathawayGE AerospaceRolls-RoyceHowmet AerospaceChromalloyThe BoeingAirbusRTXSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Feb 28, 2025

Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process

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Howmet Aerospace•US•Large CapSafranBerkshire HathawayGE AerospaceRTXChromalloyRolls-RoyceSwitching CostsScale EconomiesProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Feb 28, 2025

Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing

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Berkshire HathawayGE AerospaceRolls-RoyceHowmet AerospaceChromalloyThe BoeingAirbusRTXSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Feb 7, 2025

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