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Overview

ACDC operates in two integrated phases.
Phase 1 is ACDC Intelligence — producing proprietary data, benchmarks, and geopolitical analysis on critical minerals and the AI supply chain.
Phase 2 is ACDC Capital — deploying trade finance, credit, and equity to accelerate deals and build positions across the value chain.

Service Areas

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Critical Minerals Intelligence icon

Pricing benchmarks, supply chain mapping, project-level due diligence, and geopolitical risk assessments for rare earths and critical minerals across Kazakhstan, Uzbekistan, Philippines, Pakistan, and Indonesia.

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AI Value Chain Research icon

End-to-end analysis of the 6-stage AI value chain: Mining & Extraction → Refining & Processing → Chip Fabrication → Data Centers & Compute → AI Models & Training → Applications & Deployment.

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AI & Data Company Investment icon

Equity investments in data companies, intelligence platforms, and AI infrastructure businesses that sit at strategic nodes of the value chain — from dataset curation to compute optimization.

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Geopolitical Advisoryicon

Strategic advisory to governments, DFIs, and corporations navigating US-China competition over critical minerals, technology supply chains, and rare earth diversification.

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Trade Finance & Credit Structures icon

ACDC Capital provides structured credit to finance offtake agreements, processing investments, and downstream mineral deals — enabling transactions that development finance institutions and commercial banks cannot efficiently underwrite alone.