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Refining & separation · China

Baosteel Gases

No listing found Work there, own it, buy from it ↓

Refine — holds How this is computedCount of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.Method →Code → of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here.

Bottlenecks held1 (Computed: Count of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.) of 33each with another maker recordedHardest binding10 (Estimate by Substrata, 2026-09-15: concentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12)/12Neon, excimer laser grade · judged 2026-09-15Events0 (Computed: Accepted events that name this organisation, plus (counted separately) accepted events on a bottleneck it holds that do not name it.)name it · 1 more on what it holds

Role not yet sourced; a lead, not a finding. Report an error

Searching is free and needs no AI. Summaries use your own AI model.

01Chokepoints it holds

0 of 1 sourced
  • Neon, excimer laser grade

    Refine · Within two years

    Other makers: Linde GB US DE, Air Liquide FR, Messer DE, Iceblick UA, Cryoin Engineering UA

    Unverified

    Estimate, not a measurementconcentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12. 2022 showed the map: separation rides on steelmaking and half of it sat in Ukraine. Recycling eased it; another shock would not be absorbed.By Substrata · 2026-09-15Supporting source →/122+3+2+3

Score = concentration + substitution + lead time + inelasticity, each 0–3, an analyst judgement dated 2026-09-15; open a score for its rationale and assessment. Makers are those the corpus records, not the whole market. No market-share figure is sourced, so none is shown.

02What has happened

1 about what it holds

About what it holds, not naming Baosteel Gases

All events →

03Unread leads

6 found by the sweep, unread

Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.

04What could loosen its grip

about its chokepoints, not the company
  • On-site neon recycling and separation

    Capturing and re-purifying the rare gas a chip factory uses, instead of buying it fresh from an air separation plant.

    Science · for Neon, excimer laser grade

    readiness
    Estimate, not a measurementPrototype at meaningful scale. Scored 8 here until the source was read. Two years after the shortage, a leading memory maker was still calling its own system an industry first, recovering 72.7% with 77% as a target — which is a working pilot at one firm, not an industry that has adopted it.By Substrata · 2026-09-15Supporting source →/9

Readiness is the 1–9 technology-readiness scale, a dated judgement; open a figure for the reasoning and its source.

05Others at the same step of the chain

directory rows · grades are judgements

06Ways to take part

how to reach it, not whether to

Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not

Work there
It publishes its roles on its own careers page.Official careers page ↗
Own part of it
No public listing was found for Baosteel Gases (checked 2026-09-24); there may be no way for the public to own its shares.
Buy from it
At this depth of the chain most sales are to other businesses, under contract. No page of its own is recorded here yet.

07Hiring

official careers page

Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗

08What this holds up

2 loops
  • Siliconone turn: Months

    makes Neon, excimer laser grade, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is unverified

  • Materials qualificationone turn: Years

    makes Neon, excimer laser grade, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is unverified

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

Discussion

Comments use threadkit (permission is participation). Sign in with OrangeCat to write. Fact-check is the same assistant as Ask, grounded in the corpus.

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