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There's some detail in the Apollo Masters wikipedia page: https://en.wikipedia.org/wiki/Apollo_Masters_Corporation_fire https://en.wikipedia.org/wiki/Apollo_Mas

• kragen 2y ago
  Thank you! I clearly didn't have a very good grasp of the situation, and this is definitely what I was thinking of, and it's much less serious than I had thought. > With the destruction of Apollo Masters, producing lacquer discs fell solely to a small Japanese company, MDC. This caused a significant strain on the industry, as Apollo Masters was responsible for 70-85% of lacquer production.[4][5] As a result of the strain, orders became backlogged and delayed, (...) > With a decrease in lacquer production, some vinyl pressing plants turned to alternate means of producing records, including direct metal mastering, a costly method of producing records with copper instead of lacquer.