Lazard LCOE+

Lazard
arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
Includes Roland Berger logo as supporting partner.front_matter
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front_matter
03
front_matter
04
This is a text-heavy executive summary slide from a Lazard report.summarize
Open slide detailBeat · The Implications (So What)Loop · So What Cascade
05
The slide provides a high-level synthesis of industry trends regarding energy storage systems (ESS).summarize
Open slide detailBeat · The Implications (So What)Loop · So What Cascade
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This is a text-heavy executive summary slide from a Lazard report.summarize
Open slide detailBeat · The Implications (So What)Loop · So What Cascade
07
front_matter
08
This slide serves as a formal introduction and disclaimer for the LCOE report.front_matter
09
The chart uses a bar-style visualization to show cost ranges for different energy sources, with specific annotations for conventional energy sources.compare_peers
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
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The chart uses a bar-stacked-like approach to show the range of LCOE values based on different subsidy scenarios.compare_options
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
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The chart uses a bar-chart format to represent cost ranges for different energy sources, distinguishing between renewable and conventional energy.compare_options
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
12
The chart uses a grouped bar approach to show baseline LCOE versus LCOE adjusted for carbon pricing.compare_options
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
13
The chart uses a series of dotted lines to show the trend of LCOE as the cost of capital increases across six data points.analyze_data
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
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Lazard LCOE Analysis Version 17.0, page 14.compare_options
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
15
The chart uses a stacked bar approach to show base LCOE, subsidies, and firming costs, with a data table below for ELCC, Capacity Factor, and Resource Penetraticompare_peers
Open slide detailBeat · The Facts (What)Loop · Sensitivity Test
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The chart tracks LCOE ($/MWh) across multiple energy sources over time, with a break in the x-axis between 2021 and 2023.compare_peers
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The slide uses a split-axis chart format to show cost trends over time for two different energy sources.compare_options
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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front_matter
Open slide detailBeat · The Facts (What)
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This is a standard introductory slide for a Lazard LCOS report, setting the scope and providing necessary legal disclaimers.establish_context
Open slide detailBeat · The Facts (What)
20
The chart uses a grouped bar format to compare three cost scenarios (LCOS, Subsidized incl. Energy Community, Subsidized excl. Energy Community) across five stocompare_options
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart uses a bar-chart style to represent cost ranges for different storage use cases, categorized by 'In-Front-of-the-Meter' and 'Behind-the-Meter'.compare_options
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a checkmark matrix to indicate applicability of revenue streams to specific storage configurations.present_framework
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
23
The slide uses a vertical segmentation (In-Front-of-the-Meter vs. Behind-the-Meter) to organize the case studies.illustrate_case
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide maps seven distinct energy storage project scenarios across four US regions.illustrate_case
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide presents stacked bar charts showing revenue components for seven specific use cases, with IRR percentages displayed above each bar.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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front_matter
Open slide detailBeat · The Facts (What)
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This is a standard introductory/methodology slide for a Lazard report.establish_context
Open slide detailBeat · The Facts (What)
28
The chart uses a range-based bar format to show cost variations for different hydrogen production technologies.compare_options
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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The chart uses a bar-grouped format to compare unsubsidized vs subsidized costs for four different hydrogen production scenarios.compare_options
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
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LCOE stands for Levelized Cost of Energy.front_matter
32
The chart breaks down LCOE into four distinct cost categories for different energy sources.analyze_data
Open slide detailLoop · Build Up
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The chart uses a stacked bar format to break down LCOE components for different energy sources, highlighting the cost competitiveness of renewables.compare_peers
Open slide detailLoop · Build Up
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The slide uses a standard financial modeling structure to demonstrate how LCOE is derived from project cash flows.present_framework
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Part of Lazard's LCOE V17.0 report.analyze_data
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Part of Lazard's LCOE V17.0 report series.analyze_data
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Part of Lazard's LCOE V17.0 report.analyze_data
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Part of Lazard's LCOE V17.0 report series.analyze_data
39
The table provides low and high range estimates for metrics like O&M costs, heat rates, capacity factors, and fuel prices, culminating in the LCOE.analyze_data
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front_matter
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The slide uses a table structure to map use cases to descriptions and technologies.establish_context
42
The table uses a formulaic approach (D x E x F = G; A x G = H) to calculate annual and project-level MWh.analyze_data
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The slide uses a complex financial table to demonstrate how LCOS is derived from project cash flows, debt service, and tax assumptions.present_framework
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The table provides low and high range estimates for key parameters like power rating, duration, capital costs, O&M, and tax credits.analyze_data
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transition
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The slide uses a financial model structure to demonstrate how LCOH is derived from project inputs and assumptions.present_framework
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The table provides low and high range estimates for various parameters including capacity, capex, operating costs, and capital structure.analyze_data
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Contains a list of team members with contact details.other