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.