Battery materials demand and supply perspective

McKinsey

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 11 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Attention 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides

— 0/1 slides

Interest 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Problem Statement 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits 100% 1/1 slides

— 0/1 slides

— 0/1 slides

100% 1/1 slides

— 0/1 slides

Key Takeaways 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits 100% 1/1 slides

— 0/1 slides

100% 1/1 slides

— 0/1 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · Attention

The slide uses a color-coded periodic table to indicate criticality levels, with red representing high criticality.analyze_data

Open slide detailBeat · InterestLoop · Why Now

The chart uses a broken axis between 2015 and 2020. The CAGR of 32% is explicitly labeled for the 2020-2030 period.size_opportunity

Open slide detailBeat · Market SizingLoop · Why Now

Base case scenario. Focus on Ni in next pages.diagnose

Open slide detailBeat · Problem StatementLoop · Cost Of Inaction

The chart uses a waterfall structure to bridge 2021 supply to 2031 supply, and 2021 demand to 2031 demand, showing a clear deficit.size_opportunity

Open slide detailBeat · Market SizingLoop · Cost Of Inaction

The slide uses a stacked area chart to show supply cases against demand trajectories for two distinct nickel classes.analyze_data

Open slide detailBeat · ComplicationLoop · Cost Of Inaction

The chart uses a shaded region to highlight the period of the U/R conflict.establish_context

Open slide detailBeat · ComplicationLoop · Cost Of Inaction

The slide uses a dual-bar chart structure to contrast total production vs. exports, with a specific focus on Russia's market share.analyze_data

Open slide detail

The chart is a classic cost curve (or supply curve) showing cumulative production on the x-axis and cash cost on the y-axis.quantify_impact

Open slide detail

The slide uses a two-column layout to contrast demand-side and supply-side market uncertainties.diagnose

Open slide detailBeat · Situation Overview

summarize

Open slide detailBeat · Key Takeaways