Skip to content
Substrata
Join

Who actually makes the constrained things, from the mine to the buyer, and how hard each one would be to replace.

Organisations
138
in 29 countries
Graded
101
28 would be hard to replace at all
Existence verified
94
of 138, from their maker rows
Chain layers
10
extraction through deployment

Read this first. The grades in this directory are unsourced judgements. What is verified is narrower and shown per row: which organisations make a covered material, each checked against a source you can open. A row saying “hard to replace” with no verified line under it is a lead, not a finding.

OrganisationMakesHow replaceable
Extraction12
ExxonMobil1verifiedConcentrated
Gazprom1verifiedNot graded
Impala Platinum1verifiedConcentrated
Minsur1verifiedCompetitive
Nornickel1verifiedConcentrated
PT Timah1verifiedCompetitive
QatarEnergy1verifiedConcentrated
Russian Quartz1verifiedNot graded
Sibanye-Stillwater1verifiedConcentrated
Sibelco1verifiedChokepoint
The Quartz Corp1verifiedChokepoint
Yunnan Tin1verifiedConcentrated
Refining & separation24
5N Plus2verifiedConcentrated
Air Liquide2verifiedConcentrated
Air Products1unverifiedConcentrated
Aurubis1verifiedNot graded
Baosteel Gases1unverifiedNot graded
Chalco1verifiedChokepoint
Cryoin Engineering1verifiedNot graded
East Hope Group1verifiedNot graded
Hemlock Semiconductor1verifiedChokepoint
Heraeus1verifiedConcentrated
Iceblick1verifiedConcentrated
Jiangsu Pacific Quartz1verifiedNot graded
Johnson Matthey1verifiedConcentrated
Linde2verifiedConcentrated
Malaysia Smelting Corporation1verifiedNot graded
Messer1verifiedNot graded
Mitsubishi Materials1verifiedNot graded
Nyrstar1unverifiedNot graded
OCI1verifiedConcentrated
Rio Tinto1verifiedNot graded
Tokuyama1verifiedChokepoint
Umicore1verifiedConcentrated
Wacker Chemie1verifiedChokepoint
Zhuhai Fangyuan1verifiedNot graded
Conversion21
Applied Diamond1verifiedNot graded
Coherent2verifiedConcentrated
Diamond Materials1verifiedNot graded
Element Six1verifiedConcentrated
Ferrotec1verifiedConcentrated
Furuya Metal1verifiedNot graded
GlobalWafers1verifiedConcentrated
Indium Corporation1verifiedConcentrated
Momentive Technologies1verifiedChokepoint
Resonac1verifiedConcentrated
Shin-Etsu Handotai1verifiedChokepoint
Shin-Etsu Quartz1unverifiedChokepoint
SICC1verifiedNot graded
Siltronic1verifiedConcentrated
SK Siltron1verifiedConcentrated
SK Siltron CSS1verifiedNot graded
SUMCO1verifiedChokepoint
Sumitomo Electric1verifiedNot graded
Tanaka Kikinzoku1verifiedNot graded
TankeBlue1verifiedNot graded
Wolfspeed1verifiedConcentrated
Equipment & consumables6
ASML1verifiedChokepoint
Carl Zeiss SMT2verifiedChokepoint
JSR1verifiedChokepoint
Shin-Etsu Chemical1verifiedChokepoint
Tokyo Ohka Kogyo1verifiedChokepoint
Trumpf1verifiedChokepoint
Fabrication3
Intel Foundry1verifiedConcentrated
Samsung Foundry1verifiedConcentrated
TSMC1verifiedChokepoint
Packaging & memory4
Micron1verifiedConcentrated
Samsung Memory1verifiedConcentrated
SK hynix1verifiedChokepoint
TSMC Advanced Packaging1verifiedChokepoint

70 of 138

What these columns mean
Makes
How many covered materials this organisation is mapped as making, and whether any of those rows has been verified against a source.
Hard to replace
One or very few qualified suppliers, and no substitute on a horizon that matters. Removing it stops things.
Few alternatives
A handful of credible suppliers. Substitution is possible but slow, costly, or needs re-qualification.
Replaceable
Many credible suppliers. In the chain, but not a constraint on it — and saying so is what makes the other two grades mean something.