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’s contributions
Materials‑to‑minerals mapping
Proprietary mappings traced materials to mineral inputs and processing steps.
Concentration screening
Asset‑level data highlighted country and ownership risk.
Fungibility limits
Substitution was tested against specification and scale constraints.
Risk prioritization logic
Minerals were ranked based on combined risk and consequence.
Key outcomes
Enabled prioritization of high‑risk minerals
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 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 […]
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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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