Elmet Technologies Secures $36M DLA Contract for Aerospace-Grade Refractory Metals
Event summary
- Elmet Technologies won a $36M contract from the Defense Logistics Agency (DLA) to supply molybdenum and tungsten alloys for jet engine components.
- This follows a $2B DLA tungsten stockpile contract announced on September 14, 2026.
- The contract covers TZM alloy billets, bar stock, ingots, and specialized wire for aerospace applications.
- Elmet is the only U.S.-owned vertically integrated producer of these critical refractory metals.
The big picture
This contract reinforces Elmet's role as a critical domestic supplier of refractory metals, which are essential for high-performance aerospace applications. The U.S. government's increasing focus on securing domestic supply chains for strategic materials positions Elmet favorably in the defense manufacturing ecosystem. With recent investments and contracts totaling over $2B, Elmet is solidifying its position as a vertically integrated player in the critical materials space.
What we're watching
- Supply Chain Integration
- Whether Elmet can sustain its momentum in securing both upstream tungsten supply and downstream manufacturing contracts.
- Defense Prioritization
- How the U.S. government's focus on domestic refractory metal production will impact Elmet's competitive positioning.
- Execution Risk
- The pace at which Elmet can scale production to meet growing DLA and defense sector demand.