Extraction · Peru
Minsur
MINSURI1 PE Work there, own it, buy from it ↓
Tin mining and smelting — 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.
Why graded so · Tin metal has several credible producers. It is purity, not tonnage, that binds here.
Role cited from internationaltin.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
- High-purity tin, EUV droplet gradeEstimate by Substrata, 2026-09-15: concentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12. Tin is plentiful; seven-nines upgrading for an EUV source is a few firms. No substitute for the droplet, but supply is not short today.Estimate, not a measurementconcentration 2 + substitution 3 + lead time 2 + inelasticity 3 = 10 of 12. Tin is plentiful; seven-nines upgrading for an EUV source is a few firms. No substitute for the droplet, but supply is not short today.By Substrata · 2026-09-15Supporting source →/122+3+2+3
Refine · Beyond two years
Other makers: Yunnan Tin CN, PT Timah ID, Malaysia Smelting Corporation MY, Indium Corporation US, 5N Plus CA DE, Aurubis DE
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.
02Unread leads
Tin Rebounds from 3-Month Low tradingeconomics.com ↗
Tin price: why it is rising and the LME contract ftmercati.com ↗
Tin Import Export Data – Asian Metal asianmetal.com ↗
China's major smelter maintenance boosts the most-traded SHFE tin contract, center consolidates on a strong note [SMM Tin Midday Review] news.metal.com ↗
Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.
03Others 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
- PT TimahTin mining and smeltingCompetitive
- QatarEnergyHelium from LNGConcentrated
- ExxonMobilHelium from natural gasConcentrated
04Ways 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 MINSURI1 PE, bought and sold through a broker that reaches that exchange.MINSURI1 PE listing record ↗
- Buy from it
- What it does in the chain: Tin mining and smelting. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗
05Hiring
Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗
06What this holds up
- Siliconone turn: Months
makes High-purity tin, EUV droplet 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 High-purity tin, EUV droplet 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.
07Sources
- internationaltin.org ↗ — its role in the chain: Tin mining and smelting; High-purity tin, EUV droplet grade: refine
Discussion
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