Extraction · Russia
Gazprom
GAZP RU Work there, own it, buy from it ↓
Mine / extract — 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.
Role cited from gazprominfo.de ↗. Report an error
Searching is free and needs no AI. Summaries use your own AI model.
01Chokepoints it holds
- Liquid helium (He-4)Estimate by Substrata, 2026-09-15: concentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12. Qatar, the US and Russia; no substitute below 4 K. Recurring shortages, currently eased by new Qatari trains.Estimate, not a measurementconcentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12. Qatar, the US and Russia; no substitute below 4 K. Recurring shortages, currently eased by new Qatari trains.By Substrata · 2026-09-15Supporting source →/122+3+2+3
Mine / extract · Within two years
Other makers: QatarEnergy QA, ExxonMobil US, Air Products US, Linde GB US DE, Air Liquide FR
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
About what it holds, not naming Gazprom
- 2026-03-18Liquid helium (He-4)
The war that began in Iran in February triggers a helium shortage that could slow chip production. dw.com ↗
03Unread leads
Reasons for worldwide helium shortage qd-europe.com ↗
Helium Shortage 2026: Impact on NMR & MRI Labs haeberle-lab.de ↗
2026 Helium Shortage: Why Recovery Will Take Years, Not Weeks westairgases.com ↗
Iran war triggers helium shortage, hits semiconductor supply dw.com ↗
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
Any other coolant, below about 4 K
none known · Physics — no alternative exists
Substitute · for Liquid helium (He-4) · pubs.usgs.gov ↗
High-temperature superconducting magnets that run warmer
demonstrated, not qualified · Qualification — proving it for this use takes years
Substitute · for Liquid helium (He-4) · pubs.usgs.gov ↗
05Others at the same step of the chain
- The Quartz CorpHigh-purity quartz sandChokepoint
- SibelcoHigh-purity quartz sandChokepoint
- Sibanye-StillwaterPGM mining incl. rutheniumConcentrated
- Impala PlatinumPGM miningConcentrated
- NornickelNickel and PGM miningConcentrated
- MP MaterialsRare-earth oreConcentrated
- Lynas Rare EarthsRare-earth mining and separationConcentrated
- Yunnan TinTin mining and smeltingConcentrated
- MinsurTin mining and smeltingCompetitive
- PT TimahTin mining and smeltingCompetitive
- QatarEnergyHelium from LNGConcentrated
- ExxonMobilHelium from natural gasConcentrated
06Ways to take part
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
- Its shares trade publicly as GAZP RU, bought and sold through a broker that reaches that exchange.GAZP RU listing record ↗
- 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
Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗
08What this holds up
- Energyone turn: Months to years
makes Liquid helium (He-4), 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 sourced
- Materials qualificationone turn: Years
makes Liquid helium (He-4), 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 sourced
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.
09Sources
- gazprominfo.de ↗ — Liquid helium (He-4): mine / extract; that it operates Orenburg helium plant
Discussion
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