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Wire · operational-macro

Musk Wants the Blades. Howmet Got Hit About 11%.

9 September 2026 · By · Wire by Fusion42

Published

9 September 2026

Topic

operational-macro

◆ Sectors

Industrial

◆ Geography

United States

◆ Source

Read at moneymorning.com →

◆ Verified

Fusion42 · 9 September 2026 · Fusion42 review

Elon Musk announced SpaceX's plan to cast industrial gas-turbine blades in-house, threatening Howmet Aerospace's market position as a leading supplier. The move has caused an 11% drop in Howmet's stock amid concerns that SpaceX could alleviate the turbine blade scarcity impacting AI data center power infrastructure.

This Wire brief sits within Fusion42's coverage of Industrial.

◆ ◆ The Wire takeaway

Your position as a supplier to AI power infrastructure just faces a direct challenge from SpaceX’s in-house casting plan. Track SpaceX’s foundry progress closely to spot when the turbine blade supply bottleneck could ease or if your backlog remains a defensible moat.

◆ Coverage

1 source · 9 Sep 2026

◆ Related on Wire

◆ Topics

Industrialturbine-bladesindustrial-supplyspaceXaerospaceAI-infrastructure