Critical minerals disruption scenario analysis

ADI conducted a global assessment of mining chemicals demand tied to ore degradation, processing pathways, and energy‑transition metal demand. The work translated ore production, flotation routes, and reagent dosage rates into mineral‑level market sizing through 2030 while testing sensitivity to commoditization and regulatory pressure. ADI evaluated trade‑offs between volume growth and pricing erosion to support […]

ADI assessed supply‑chain exposure by mapping industrial materials to underlying critical minerals using asset‑level mining and refining data. Geographic concentration, fungibility, and business consequence were applied to narrow priority risks. The analysis addressed constraints on substitution and short‑term mitigation under geopolitical uncertainty. The client Integrated energy company The situation Limited visibility into mineral supply exposure […]

ADI evaluated direct lithium extraction routes across adsorption, ion‑exchange, and solvent‑based systems using performance and cost considerations. Pilot‑scale maturity, brine characteristics, and downstream integration constraints were assessed against U.S. policy incentives. Trade‑offs between recovery efficiency and scalability were explicitly tested. The client Energy technology developer The situation Commercial readiness of DLE pathways unclear ADI’s contributions […]

ADI analyzed metallurgical and thermal coal demand using industrial activity, steelmaking technology, and power‑generation economics. Regional import dependence and trade flows were evaluated across demand scenarios. Downside risk from fuel substitution and policy intervention was explicitly tested. The client North American coal miner The situation High uncertainty in long‑term coal demand ADI’s contributions Demand driver […]

ADI developed disruption scenarios for priority critical minerals covering access risk, price volatility, and cost pass‑through. Scenario probability and impact were evaluated using policy signals, historical precedents, and supply concentration indicators. Trade‑offs between near‑term mitigation and longer‑term structural options were assessed. The client Integrated energy company The situation Exposure to policy‑driven supply disruptions ADI’s contributions […]

ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]

ADI evaluated the global lithium-ion battery (LIB) value chain, emphasizing technical and economic requirements for cathodes, anodes, and electrolytes. The analysis contrast the rapid adoption of LFP chemistries against NCM and emerging sodium-ion alternatives while modeling cost curves across major manufacturing hubs. Operational constraints, including raw material price volatility and grid-scale storage demands, were assessed […]