Riven — Separation Opportunity Dashboard

Extractant TAM Landscape

MODALITY:

Macro TAM Landscape

China Market Share vs. Extractant TAM · Critical minerals highlighted

Bubble size = Extractant TAM · Gold ring = USG Critical Mineral (2025 list) · Y-axis = China processing/supply share · X-axis = Extractant TAM ($M/yr, log scale)

Scoring Methodology

Each opportunity is scored on a 0–100 scale using a weighted composite of six dimensions drawn from the master scoring matrix (v4):

        Score = 30×(NLD÷5) + 25×(CompFeas÷10) + 20×(ValDens÷10) + 15×((10−RegBarrier)÷10) + 5×(ESG÷5) + 5×(ChemStab÷5)
      

NLD — Near-term License/Deal potential (0–5)
30% weight Primary commercial readiness driver

CompFeas — Commercial Feasibility (0–10)
25% weight Assesses market maturity & customer readiness

ValDens — Value Density (0–10)
20% weight Revenue potential per kg of material processed

RegBarrier — Regulatory Barrier (0–10, inverted)
15% weight Lower barrier = higher contribution

ESG — ESG/Sustainability uplift (0–5)
5% weight Environmental & social value of better separation

ChemStab — Chemistry Stability (0–5)
5% weight Extractant/ligand stability under process conditions

Tiers: ■ Tier 1 = Score ≥70 · ■ Tier 2 = Score 55–69 · ■ Tier 3 = Score <55 · Note: high scores reflect strategic fit & near-term commercial potential; entries like Minor Actinides may score in Tier 2 despite near-zero current TAM due to high NLD/government-mandate potential — context notes in each card apply.

Opportunity Details by Sector

Riven Separation Opportunity Dashboard