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AEROSPACE NEWS

Europe's Defence Supply Chains Face Critical Raw Materials Shortage

Key Takeaways
  • Critical raw materials face significant demand boom.
  • Supply chain issues cause vulnerabilities in European aerospace and defence.
  • NATO identifies 12 critical raw materials at risk.
  • Roland Berger report suggests 100 kiloton titanium supply gap by 2030.
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Strategic Implications

The shortage of critical raw materials may indicate significant supply chain risks for European aerospace and defence manufacturers. This could suggest a need for governments and industries to invest in domestic production capabilities and develop risk mitigation strategies, which may lead to increased collaboration and investment in the sector.

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What Happened

Roland Berger Report Highlights Vulnerabilities In Aerospace And Defence

A new report by Roland Berger explores the vulnerabilities in Europe’s defence supply chains due to critical raw materials shortages. The report highlights the need for governments and industries to work together to ensure supply chain resilience, particularly in the aerospace and defence sector. With demand for critical materials increasing, the report suggests that a cumulative aerospace-grade titanium supply chain gap of around 100 kilotons could emerge over the next decade. According to Roland Berger, building a resilient raw materials ecosystem requires coordinated investment across OEMs, suppliers, and governments, as reported by Supply Chain Digital.

Source | Originally Published: July 23, 2026

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JUMPSEAT
AEROSPACE NEWS
JUMPSEAT
AEROSPACE NEWS

Europe's Defence Supply Chains Face Critical Raw Materials Shortage

Sponsored by: Jumpseat Solutions
Key Takeaways
  • Critical raw materials face significant demand boom.
  • Supply chain issues cause vulnerabilities in European aerospace and defence.
  • NATO identifies 12 critical raw materials at risk.
  • Roland Berger report suggests 100 kiloton titanium supply gap by 2030.
Sign in to view key takeaways Get full access to in-depth analysis and key takeaways.
Sign In
Silver membership required Upgrade to Silver to access Key Takeaways.
Upgrade
Strategic Implications

The shortage of critical raw materials may indicate significant supply chain risks for European aerospace and defence manufacturers. This could suggest a need for governments and industries to invest in domestic production capabilities and develop risk mitigation strategies, which may lead to increased collaboration and investment in the sector.

Sign in to view strategic implications Get full access to strategic analysis and expert insights.
Sign In
Silver membership required Upgrade to Silver to access Strategic Implications.
Upgrade

What Happened

Roland Berger Report Highlights Vulnerabilities In Aerospace And Defence

A new report by Roland Berger explores the vulnerabilities in Europe’s defence supply chains due to critical raw materials shortages. The report highlights the need for governments and industries to work together to ensure supply chain resilience, particularly in the aerospace and defence sector. With demand for critical materials increasing, the report suggests that a cumulative aerospace-grade titanium supply chain gap of around 100 kilotons could emerge over the next decade. According to Roland Berger, building a resilient raw materials ecosystem requires coordinated investment across OEMs, suppliers, and governments, as reported by Supply Chain Digital.

Source | Originally Published: July 23, 2026

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