ELMS Advisory provides strategic advisory services to organizations navigating energy supply chain disruption, difficulty navigating the ever-shifting trade environment, critical minerals exposure, and geopolitical uncertainty across global markets.
Energy follows global markets, not organizational budgets. For most organizations, that makes it one of the most consequential and least controllable costs they face. As energy demand grows and new systems replace aging infrastructure, the critical mineral supply chains and shifting value chains that underpin them will only grow more complex and harder to ignore. Trade barriers compound that challenge further. ELMS Advisory can help you cut through that complexity — identifying and managing these risks before they become a problem. To better understand the modern energy landscape, explore the global picture through our interactive atlas and trace your exposure element by element across the 2025 Critical Minerals List.
A map-based view of energy infrastructure, critical mineral production, and the supply chains that connect them across global markets.
Sixty designated minerals, fifteen rare earth elements, ten new in 2025. Click any highlighted element for its strategic uses and supply chain exposure.
Our advisory practice is organized around the intersection of energy markets, physical supply chains, and geopolitical risk. Engagements are structured as retained advisory, project-based analysis, or board-level briefings.
Structured evaluation of how political, regulatory, and conflict-driven dynamics in key jurisdictions affect your energy and supply chain exposure — with probability-weighted scenarios built for board-level consumption.
Granular mapping of your upstream supplier network — identifying concentration risk, single-source dependencies, and disruption pathways before they become operational crises.
Advisory on sourcing diversification, near-peer alternative corridors, and long-term procurement architecture for the minerals underpinning energy transition and defense supply chains.
Facilitated senior leadership exercises designed to stress-test strategic decisions against plausible disruption scenarios — from sanctions cascades to infrastructure failures and resource nationalism.
Independent geopolitical and supply chain risk analysis in support of M&A, infrastructure investment, and capital deployment decisions in energy-adjacent sectors.
Structured analysis of the shifting U.S. trade landscape — including tariffs, bilateral and multilateral trade agreements, free trade agreement implications, and export controls. We help organizations understand how evolving policy between the U.S. and key trading partners translates into operational and strategic exposure, and position themselves ahead of the next policy shift.
Ryan Lamke founded ELMS Advisory to give organizations the clarity and strategic footing they need to navigate geopolitical shifts in energy markets and critical mineral supply chains, before the problem has escalated.
During his tenure leading international market development at the Department of Energy, Ryan worked at the intersection of trade negotiations, critical mineral policy, and national security. In prior roles, he advised DOE leadership and the White House on China, Japan, and Southeast Asia issues, and served as an acting energy attaché for the U.S. Embassy in Beijing. Over a 20-year career spanning time as an Infantry Marine, multiple departments and agencies, and the private sector, he has helped senior leaders, governments, and companies alike make sense of a rapidly changing energy and geopolitical landscape.
A graduate of Georgetown University and the National War College, Ryan volunteers with a variety of veterans service organizations, directs the Veterans Advanced Energy Fellowship, and is a Senior Nonresident Fellow at the Atlantic Council’s Global Energy Center.
We work with a select number of clients at any time. If you are navigating a decision where energy supply chain or geopolitical risk is a material factor, we would welcome a preliminary conversation.