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 situation
Uncertainty regarding the long-term impact of alternative e-motor technologies on permanent magnet demand and supply.
ADI’s contributions
E-motor technology deep-dive
ADI benchmarked PSM, IM, and EESM performance, quantifying the system-level cost benefits of high-efficiency magnet motors.
Supply chain risk mapping
Analysis of the rare earth value chain revealed a critical metallization capacity gap outside of Chinese control.
OEM procurement strategy
Primary research through ~20 interviews identified OEM preferences for localized supply and technical support consistency.
Competitive landscape assessment
Evaluation of established and niche magnet producers based on technical know-how, IP access, and manufacturing track records.
Key outcomes
- Validated the long-term preference for permanent magnet motors and secured localized supply chain strategies.
More insights
News
Newsletter: Artificial lift advances, energy infra deals, and utility capex
Artificial lift providers are advancing automation, analytics, and predictive maintenance to improve production performance and reduce operating costs. Meanwhile, energy infrastructure investors are expanding beyond pipelines into gas processing, LNG, power, utilities, and storage assets. At the same time, surging electricity demand is exposing grid constraints, driving power sector emissions higher as utilities struggle to […]
Videos
Kuwait energy infra monetization
As energy markets evolve, unlocking capital requires strategic asset monetization. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down Kuwait Oil Company’s $8B pipeline deal and highlights where the next wave of energy infrastructure transactions is heading. Key highlights Watch the full video below to explore these trends and see how ADI […]
Premium content
What will it take to scale geothermal?
Geothermal is attracting more attention than at any point in recent decades. Fervo’s IPO brought public-market attention to enhanced geothermal systems, and Quaise’s recent $134 million Series B first close showed continued investor appetite for superhot geothermal and millimeter-wave drilling. Developers are improving drilling performance, stimulation design, reservoir modeling, subsurface monitoring, and project execution. Oil […]