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 portfolio and acquisition decisions.
The client
Global specialty chemicals company
The situation
Unclear growth pathways amid ore degradation and acquisition complexity
ADI’s contributions
Ore‑to‑reagent demand modeling
ADI linked global ore production to flotation and non‑flotation reagent demand using proprietary dosage and pricing datasets.
Mineral growth segmentation
Demand was segmented by mineral based on degradation rates and processing intensity.
Primary research validation
30+ interviews validated pricing, customization trends, and supplier capabilities.
M&A screening framework
Targets were screened by profitability, chemistry fit, and geographic exposure.
Key outcomes
Enabled portfolio prioritization and disciplined M&A screening
Client Results
Working with ADI was very easy and welcoming; they helped us get a great handle on market trends and opportunities.
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 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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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 […]
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We’re pleased to share that an op-ed by ADI Analytics CEO Uday Turaga and energy industry consultant Prashant Kumar has been published in The Hindu, one of India’s leading national newspapers. In the article, India Should Back Biomass Over Coal for Gasification, we examine India’s ambitious gasification plans and argue that agricultural biomass offers a […]
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