Roland Berger views on H2 market development

Roland Berger
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

27
every slide · same image gating as the playbook
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Slide 1
front_matter
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The slide uses a structured list format to categorize hydrogen storage use cases.present_framework
Open slide detailBeat · Problem
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Uses a heatmap-style matrix to show technology adoption intensity by segment.analyze_data
Open slide detailBeat · SolutionLoop · Why Now
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The slide uses a visual box to highlight Type III and IV as the focus area.present_framework
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The slide uses a structured comparison matrix to contrast mature gaseous technologies with emerging liquid/cryo-compressed technologies.compare_options
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The table uses a visual indicator for tank pressure (350 bar vs 700 bar) where the active pressure is highlighted in black text.decompose_segments
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The slide uses two stacked bar charts to show growth projections. CAGR is indicated as +56% p.a.size_opportunity
Open slide detailBeat · Market Size
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transition
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The slide uses a two-column layout to categorize vehicle types by their application domain.present_framework
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The slide uses a logic tree structure to show the mathematical breakdown of the market model.present_framework
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The chart includes a CAGR annotation of +61% p.a. and a legend for 12 sub-segments.size_opportunity
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The slide uses a split-panel layout to distinguish between on-road and off-road vehicle segments, with specific penetration percentages for 2023, 2027, and 2030analyze_data
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The slide uses country flags (China, USA, EU) to indicate adoption/usage of specific vessel types in different regions.analyze_data
Open slide detailLoop · Maturity Curve
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The slide uses a schematic diagram to illustrate the flow of energy and component placement for three different vehicle propulsion technologies.present_framework
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The table highlights FCEV as the expected leading technology in specific segments using color-coded cells.compare_options
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Includes detailed cost assumptions for EV, FCEV, and ICE systems.compare_options
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Includes key assumptions on electricity and hydrogen pricing and consumption rates.compare_options
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Includes a visual breakdown of engine components and a comparison of pros/cons.diagnose
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transition
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The slide uses two stacked bar charts to show growth projections. CAGR is noted as +47% p.a.size_opportunity
21
The slide highlights the failure/experimental nature of liquid hydrogen infrastructure compared to gaseous.analyze_data
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Uses a value-chain framework to identify high-potential segments for specific vessel types.present_framework
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The slide uses a matrix-like structure to compare sub-segments based on market potential and fit for type III/IV vessels.decompose_segments
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transition
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The table uses icons to represent vehicle types (Heavy Duty Truck, Medium Duty Truck, Passenger car, Commercial Vehicle, Bus, Coach) and maturity levels (pie chcompare_options
Open slide detailBeat · Competition
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The slide uses a heatmap-style matrix with '+' symbols to indicate intensity of coverage.compare_peers
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front_matter