Aditya V Sivaram Poduri Supply Chain Intelligence Analyst · Industrial Economist · Operational Strategist
"AI accelerates operational logic. It does not create it."
What I Build I develop analytical intelligence frameworks that map second-order industrial dependencies — the risks that sit invisible inside supply chains, invisible in trade statistics, and visible only when a committed CapEx position cannot be executed. My frameworks apply Leontief Input-Output Economics to real operational questions: Where does a supply disruption actually propagate — and how far? Which country flag on a shipping container hides a different beneficial owner? When does an electrification strategy quietly build a deeper import trap than the one it replaced? These are not theoretical questions. They come from 21 years of watching Indian infrastructure supply chains break, recover, and break again — across 50+ project sites.
Flagship Work
🔋 CIIP Battery Intelligence Framework — v4.1
India's Green Import Trap
India is not reducing import risk through its clean energy transition. It is performing a risk substitution — trading visible oil dependency for an invisible, concentrated, and structurally locked-in mineral processing dependency.
Key contributions:
pCAM Molecular Chokepoint — documents why India's "domestic" battery factories are importing dependency at the NiSO₄/CoSO₄/MnSO₄ level, not eliminating it
Ultimate Beneficiary Ownership (UBO) Risk — named methodology for correcting country-of-origin misclassification in supply chain risk analysis
Growth Chokepoint vs Daily Fuel Trap — the failure mode is CapEx stranding, not petrol queues
Chemistry Longevity Clause — proves the infrastructure dependency survives chemistry transition from NMC to LFP to sodium-ion
J&K Policy Delusion — G3/G4 UNFC inferred resource, claystone deposit, 13–20 year minimum timeline — not a paradox, a classification error dressed as policy
Python Leontief I-O UBO Risk Analysis Chart.js ReportLab HTML
💊 CIIP Pharma Supply Chain Intelligence — v2.0
India Pharma API Cross-Industry Contagion
Applied Leontief Input-Output Economics to Indian pharmaceutical API procurement. Key finding from DGCI&S import data: agrochemical kharif season competes for the same organic chemical supplier pool as pharma API manufacturers — creating an invisible competition premium that no standard procurement analysis detects.
Python Prophet Streamlit Pandas Leontief I-O DGCI&S Data
📊 Fraud Risk Dashboard Global supply chain fraud risk scoring — logistics, profitability, and anomaly detection. 🚚 Freight Insights Brazil e-commerce freight analytics — seasonality, cost modelling, delivery network optimisation.
Framework Methodology
CIIP Score = (EV Demand × 0.35) + (Cross-Industry Competition × 0.40) + (Geopolitical Risk × 0.25) × (10/3)
Basis: Leontief Input-Output Economics (Nobel Prize, 1973)
Calibration: Expert-calibrated · PCA statistical validation on 90-day roadmap
Data tiers: Tier A (verified) · Tier B (derived) · Tier C (scenario)
Background
🏗️ Current Role Deputy Manager — Information Systems, NCC Limited (India's largest EPC/infrastructure company) 🎓 Education MS Data Science — Scaler School of Technology (Ranked 1st in Problem Solving) 📜 Certifications TÜV SÜD Six Sigma Green Belt · Google Data Analytics Professional · Oxford Business Analytics with AI 📍 Location Hyderabad, India ✍️ Publishing India Supply Chain Signals — indiasupplychainsignals.substack.com 21+ years of operational experience across 50+ Indian infrastructure project sites — the ground-truth foundation that makes these frameworks operationally credible rather than theoretically abstract.
Current Focus Stage 2 — Statistical Validation: Assembling USGS HHI data, UN Comtrade India imports, LME price series for PCA-derived CIIP weights (CIIP v4.2 target) Stage 3 — Network Centrality Model: Directed graph analysis using NetworkX — betweenness centrality for industrial chokepoint identification (CIIP v5.0 / India 2030 ORM) Publishing: India Supply Chain Signals — Issues on battery supply chain, L1 procurement risk, and geopolitical contagion mechanics
The central question driving all of this work: "What second-order industrial dependencies emerge when a civilisation electrifies?"