Robert Wetherbee

Executive Chairman, Ati -new

Search every verified Robert Wetherbee interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During a January 2020 earnings call for Allegheny Technologies Incorporated (ATI), CEO Bob Wetherbee discussed the company’s outlook for 2020 amid disruptions in the aerospace supply chain, particularly following Boeing’s suspension of 737 MAX production. He noted that ATI aligned its production assumptions with guidance from key customers such as Boeing and GE, stating that the company’s base case reflected their stated output plans. Wetherbee acknowledged a “pretty substantial reset” in first-quarter results compared to the fourth quarter of 2019, attributing part of the decline to lower nickel prices and inventory markdowns, while emphasizing that engine producers were not reducing output to zero. Wetherbee also highlighted ongoing engagement with customers across the supply chain since Boeing’s December 2019 announcement, describing near-constant contact as stakeholders adjusted their operations. He expressed that ATI’s guidance incorporated these factors, including a roughly 10% sequential decline in nickel prices, and suggested that the upper end of the company’s guidance was achievable with certain tailwinds. His remarks focused on operational alignment with market leaders and the company’s efforts to sustain production levels despite broader industry uncertainty.