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
Scenario construction
ADI built structured access and price disruption scenarios.
Probability assessment
Likelihood was evaluated using policy and market indicators.
Mitigation pathways
Diversification and substitution options were assessed.
Leading signposts
Early warning indicators were defined for monitoring.
Key outcomes
Informed mitigation pathways and monitoring priorities
Client Results
ADI utilizes a data-driven process. They use primary and secondary research to verify data, which made our decision-making much easier.
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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 […]
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A sharp debate is currently playing out across the energy and tech sectors. On one side, hyperscalers are deploying unprecedented capital to vertically integrate power generation and bypass multi-year interconnection queues—exemplified by Google’s recent multi-billion-dollar acquisition of energy developer Intersect Power. On the other side, experts like Jigar Shah warn that tech companies cannot simply […]
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