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Refining & separation · Ukraine

Iceblick

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

Neon and rare gases — 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 2026-09-15Directory gradeConcentrateda judgement, not a sourced factEvents0 (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

Why graded so · The 2022 squeeze made the point: an industrial-gas map and a war map turned out to be the same map.

Role cited from spie.org ↗. The grade is this project’s judgement. Report an error

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

01Chokepoints it holds

1 of 1 sourced
  • Neon, excimer laser grade

    Refine · Within two years

    Other makers: Linde GB US DE, Air Liquide FR, Messer DE, Cryoin Engineering UA, Baosteel Gases CN

    Sourced: spie.org ↗

    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 Iceblick

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 Iceblick (checked 2026-09-24); there may be no way for the public to own its shares.
Buy from it
What it does in the chain: Neon and rare gases. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗

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 sourced

  • 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 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

1 cited
  1. spie.org ↗ — its role in the chain: Neon and rare gases; Neon, excimer laser grade: refine

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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