Intelligence that moves capital. Capital that builds supply chains. 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.
We produce rigorous and actionable critical minerals intelligence — pricing benchmarks, geopolitical analysis, supply chain mapping — across Central Asia, Southeast Asia, and South Asia.
We connect US and allied investors, development finance institutions, and private sector actors with high-impact critical minerals and technology opportunities across Asia.
ACDC Capital provides trade finance and credit structures that unlock offtake agreements, processing deals, and downstream development — from mine to market.
We invest in AI-era data companies and intelligence platforms that sit at the intersection of critical minerals, compute infrastructure, and artificial intelligence.
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.
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.
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.
Strategic advisory to governments, DFIs, and corporations navigating US-China competition over critical minerals, technology supply chains, and rare earth diversification.
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.