Stronger case developingHere is a gem of an article outlining the need for a stable "Western" source if titanium feedstocks. The largest producers globally are China (by far the largest) followed by Japan, Russia, Kazakhstan and Ukraine. Not exactly the places I would be looking to develop stable supply relationships (ok, Japan would be alright). I would imagine companies like Boeing and Bombardier would buy as much as TIC could produce if they had the option. https://www.reuters.com/business/importance-russian-titanium-global-industry-2022-03-01/