Aerospace and defence and Aluminium
Aluminium alloys still make up much of an aircraft, about half of a Boeing 777's structure, but carbon composites are about half of the newer 787, so lighter lithium-bearing alloys and certified supply of high-strength grades decide aluminium's place in aerospace.
Aerospace and defence (industry) and Aluminium (commodity): 4 relationships.
How they are linked
1. Industry input
Physical flow · Strong · Aluminium to aerospace and defence
High-strength aluminium alloys form the fuselage and wings of most single-aisle airliners and many military aircraft, and the tanks of launchers; the site rates aluminium 5 of 5 on criticality for alloy suppliers and airframers.
- 5 of 5 criticality for alloy suppliers and commercial airframers
- 4 aerospace enterprise types that depend on aluminium
- 50% aluminium share of the Boeing 777 structure
Single-aisle jets such as the A320 and 737 have metallic wings. Aerospace uses high-strength hard alloys of the 2xxx, 5xxx, 6xxx and 7xxx series, and satellite and launch companies rate aluminium 4 of 5 for tanks.
Enterprise types that depend on it:
- Specialty alloy, casting and forging suppliers: airframe alloys (criticality 5 of 5)
- Commercial airframers: fuselage (criticality 5 of 5)
- Satellite and launch companies: tanks (criticality 4 of 5)
- Aerostructure and subsystem suppliers: airframe parts (criticality 3 of 5)
Sources: Material Insights; CompositesWorld; Constellium; Hindalco Industries
2. Composites replace aluminium
Substitution · Medium · Carbon composites displace aluminium in wide-body airframes
Carbon fibre composites save weight, so newer long-range jets such as the Boeing 787 use them for about half of their structure.
- 50% composites share of Boeing 787 structural weight
- 12% aluminium share of the 787
- 50% aluminium share of the earlier 777
The 787 even uses more titanium (15%) than aluminium (12%). Aluminium keeps the single-aisle wing for now and holds an edge at end of life, since composites are harder to recycle.
Sources: CompositesWorld; Constellium
3. Aluminium-lithium alloys
Physical flow · Medium · Lithium additions keep aluminium competitive
Lithium is the lightest metal, so adding it makes aluminium both lighter and stiffer, letting metal airframes narrow the weight gap with composites.
- about 0.08 g/cm³ density cut per 1% lithium added
- about 3 GPa stiffness gain per 1% lithium
- about 5% lower density of Constellium Airware 2076 wing stringers
Studies reviewed by Total Materia found that cutting alloy density by 7 to 10% would give cost-effective weight savings. Constellium is developing aluminium-lithium wing products such as these stringers for future single-aisle wings, the market where aluminium competes most directly with composite designs.
Sources: Total Materia; Constellium
4. Import reliance for aerospace grades
Shared risk · High in India · India's aerospace makers depend on imported specialty alloys
Aerospace grades need certified melting, casting and testing, so India's public-sector aircraft makers have relied on imports for specialty alloys.
In 2017 state-controlled firms such as HAL were reported to import their entire specialty alloy needs. Hindalco-Almex Aerospace now makes 2xxx, 5xxx, 6xxx and 7xxx series hard alloy billets, slabs and extrusions for missiles, launch vehicles, satellites and aircraft, giving a domestic source to qualify on more programmes.
Sources: Hindalco Industries; AlCircle
For investors
Key learnings
- Aerospace aluminium is a premium niche where certified 2xxx and 7xxx plate, extrusion and forging capacity matters more than primary metal tonnage.
- Composite airframes cut aluminium sharply, from 50% of the 777's structure to 12% of the 787's, so single-aisle wing design choices are the key swing for demand.
- Aluminium-lithium alloys, some about 5% lower in density, are aluminium's main defence against composites.
What to track
- Airbus and Boeing single-aisle production rates: Drive aerospace plate and extrusion demand (Monthly · company delivery data)
- Material choices for the next single-aisle wing: A composite wing would cut aluminium per aircraft (As announced · Airbus and Boeing)
- Aerospace plate shipments and pricing: Show how tight certified capacity is (Quarterly · producer results)
For policymakers
Key learnings
- For defence self-reliance, domestic supply of certified aerospace alloys matters more than primary aluminium output.
- Hindalco-Almex Aerospace gives India a source of 2xxx and 7xxx hard alloys; qualifying it on more HAL, ISRO and DRDO programmes cuts import reliance.
- Metal airframes are easier to recycle than composites, a point for end-of-life and circularity rules.
What to track
- Imports of aluminium alloy plate, sheet and extrusions: Show how far domestic grades replace imports (Monthly · Ministry of Commerce trade data)
- Qualification of Indian alloy suppliers on defence and space programmes: More qualified sources reduce supply risk (As announced · ministries and companies)
India
Hindalco-Almex Aerospace makes aerospace and defence hard alloys in the 2xxx, 5xxx, 6xxx and 7xxx series for missiles, launch vehicles, satellites and aircraft, while public-sector makers such as HAL were reported in 2017 to import all their specialty alloy needs.
Sources
- Aerospace and defence: materials, Material Insights (2026)
- Boeing sets pace for composite usage in large civil aircraft, CompositesWorld
- Aluminum-lithium alloys: part two, Total Materia
- Wing of the future (Light Metal Age, June 2025), Constellium (2025)
- Defence, Hindalco Industries
- Indian aluminium sector to fly high, powered by aerospace and defence demand, AlCircle (2017)