Global Hydrogen Flows — playbook

Global Hydrogen Flows

McKinsey

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Slide inventory

40

every slide · same image gating as the playbook

01

Features a stylized world map with flow arrows representing hydrogen trade routes.front_matter

Open slide detail

02

other

Open slide detail

03

The slide displays a logo grid of 141 member companies organized by membership tier.illustrate_case

Open slide detail

04

The slide is split into a left column of qualitative strategic points and a right column of quantitative metrics.summarize

Open slide detail

05

transition

Open slide detailBeat · Situation & Context

06

The slide uses a funnel-like diagram to connect two previous reports ('Path to hydrogen competitiveness' and 'Hydrogen for net-zero') to the current report's foestablish_context

Open slide detailBeat · Situation & Context

07

The slide details the use of a bespoke advanced-analytics optimization model, scenario development, and caveats regarding regulatory incentives like the IRA.summarize

Open slide detail

08

The slide uses a large '01' to indicate it is the first section of the deck.transition

Open slide detailBeat · Problem & Complication

09

The slide uses a value chain diagram to illustrate the flow of hydrogen and a stacked bar chart to show demand growth.present_framework

Open slide detailBeat · Problem & ComplicationLoop · Logic Chain

10

The chart is a cumulative area chart showing the growth of abatement potential over time.quantify_impact

Open slide detailBeat · Problem & ComplicationLoop · Logic Chain

11

The slide uses donut charts to represent total demand (center number) and regional breakdown (segments).quantify_impact

Open slide detailBeat · Problem & ComplicationLoop · Logic Chain

12

The slide uses a stacked bar chart overlay on a world map to visualize production potential and cost competitiveness.size_opportunity

Open slide detailBeat · Problem & ComplicationLoop · Logic Chain

13

The slide uses a numbered list to segment global hydrogen markets into three distinct economic profiles.analyze_data

Open slide detailBeat · Problem & ComplicationLoop · Logic Chain

14

The slide uses a 45-degree line to delineate cost-advantage regions (local vs. import).compare_options

Open slide detailBeat · Problem & ComplicationLoop · Logic Chain

15

The slide uses a large image of a hydrogen-powered ship and highlights two key quantitative projections for 2050.transition

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

16

The chart uses a waterfall-style layout to show cumulative production capacity against unit cost.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

17

The slide uses a timeline-based framework to describe market maturity phases.present_framework

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

18

Exhibit 9 from a Hydrogen Council/McKinsey report.establish_context

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

19

The map uses color-coding for production/consumption balance and line thickness/color for trade volume and transport mode.size_opportunity

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

20

The diagram uses a Sankey flow visualization to map supply chain dynamics.present_framework

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

21

The slide uses a map background to contextualize regional data. Data points represent 11 regions/global totals across 4 time periods.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

22

Exhibit 13 from Hydrogen Council/McKinsey report.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Golden Circle

23

The slide uses a large photo of hydrogen infrastructure and highlights two key investment-related metrics.transition

Open slide detailBeat · Impact & Next Steps

24

The chart highlights the shift toward trade-related infrastructure post-2030.quantify_impact

Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction

25

Uses a waterfall-style comparison between scenarios to show cost reduction.quantify_impact

Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction

26

transition

Open slide detailBeat · Impact & Next Steps

27

The slide uses a hub-and-spoke diagram to represent the three scenarios branching from a central energy transition concept.compare_options

Open slide detailBeat · Impact & Next Steps

28

The slide uses a table-like structure to compare scenarios (Reference, Delayed transition, Self-reliance, Renewable world) against 2050 targets.compare_options

Open slide detailBeat · Impact & Next Steps

29

Part of a scenario planning deck; focuses on the 'Renewable world' outcome.summarize

Open slide detailBeat · Impact & Next Steps

30

The chart uses a dot plot format to show the range and distribution of potential trade volumes per route.analyze_data

Open slide detailBeat · Impact & Next Steps

31

The slide discusses trade implications for hydrogen under different scenarios (renewable world vs. delayed transition).summarize

Open slide detailBeat · Impact & Next Steps

32

Includes a scenario-based legend and specific regional cost callouts.analyze_data

Open slide detail

33

transition

Open slide detail

34

The slide uses a map with callouts to specific regions, detailing their unique value propositions (e.g., CCS, renewable resources, infrastructure).establish_context

Open slide detail

35

Illustrative slide showing specific actions for exporters and importers in two distinct trade corridors.present_solution

Open slide detail

36

The slide uses a puzzle-piece vertical process flow to illustrate the sequential development of market maturity.present_framework

Open slide detail

37

appendix

Open slide detail

38

The slide uses a process-flow style layout (Inputs -> Optimization -> Outputs) to explain the methodology.present_framework

Open slide detail

39

The chart uses a waterfall structure to decompose total demand into specific transport and trade categories.quantify_impact

Open slide detail

40

The map uses a hexagonal grid pattern to represent landmasses.establish_context

Open slide detail