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Refining & separation · Australia

Nyrstar

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 binding8 (Estimate by Substrata, 2026-09-15: concentration 3 + substitution 1 + lead time 2 + inelasticity 2 = 8 of 12)/12Gallium, refined · 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

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01Chokepoints it holds

0 of 1 sourced
  • Gallium, refined

    Refine · Binding now

    Other makers: Chalco CN, East Hope Group CN, Zhuhai Fangyuan CN, Rio Tinto CA, 5N Plus CA DE

    Unverified

    Estimate, not a measurementconcentration 3 + substitution 1 + lead time 2 + inelasticity 2 = 8 of 12. China refines nearly all primary gallium and licenses its export. Substitution is possible for some uses, not for GaN.By Substrata · 2026-09-15Supporting source →/123+1+2+2

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 Nyrstar

  • 2025-11-07Gallium, refined

    China suspends the export-control package it issued a month earlier, including its gallium measures, until November 2026. gvw.com ↗

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

  • Silicon or indium phosphide in the device, instead of gallium compounds

    qualified for some uses · Qualification — proving it for this use takes years

    Substitute · for Gallium, refined · pubs.usgs.gov ↗

  • Primary production outside China

    demonstrated, not qualified · Capacity — not enough of it exists

    Substitute · for Gallium, refined · pubs.usgs.gov ↗

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 Nyrstar (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
  • Materials qualificationone turn: Years

    makes Gallium, refined, 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

  • Circuit boardsone turn: One to two weeks

    makes Gallium, refined, 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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