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This analysis is intended to represent a snapshot in time and utilizes a wide, but not exhaustive, sample set of Industry data. As such, we recognize and acknowledge the likelihood of results outside of our ranges. Therefore, this analysis is not a forecasting tool and should not be used as such, given the complexities of our evolving Industry, grid and resource needs. Except as illustratively sensitized herein, this analysis does not consider the intermittent nature of selected renewables energy technologies or the related grid impacts of incremental renewable energy deployment. 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"kind": "list", "text": "Comparative and illustrative LCOH analysis for various green and pink hydrogen production systems on a $/kg basis\nComparative and illustrative LCOE analysis for natural gas peaking generation, a potential use case in the U.S. power sector, utilizing a 25% hydrogen blend on a $/MWh basis, including sensitivities for U.S. federal tax subsidies\nAppendix materials, including: An overview of the methodology utilized to prepare Lazard's LCOH analysis; A summary of the assumptions utilized in Lazard's LCOH analysis", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, 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These additional factors, among others, could include: implementation and interpretation of the full scope of the IRA; development costs of the electrolyzer and associated renewable energy generation facility; conversion, storage and transportation costs of the hydrogen once produced; additional costs to produce alternate products (e.g., ammonia); costs to upgrade existing infrastructure to facilitate the transportation of hydrogen (e.g., natural gas pipelines); electrical grid upgrades; costs associated with modifying end-use infrastructure/equipment to use hydrogen as a fuel source; potential value associated with carbon-free fuel production (e.g., carbon credits, incentives, etc.). 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No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of Lazard.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:28.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "135e7aef-54f5-42df-a79f-452ce9418565", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.56 }, "kind": "list", "text": "List of team members with titles, phone numbers, and email addresses.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:28.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "840d6f10-2f55-436f-9417-0c1a9730a99c", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.9, "x": 0.05, "y": 0.39 }, "kind": "paragraph", "text": "More generally, Lazard remains committed to our Power, Energy & Infrastructure Group clients, who remain our highest priority. In that regard, we believe that we have the greatest allocation of resources and effort devoted to this sector of any investment bank. Further, we have an ongoing and intense focus on strategic issues that require long-term commitment and planning. Accordingly, Lazard strives to maintain its preeminent position as a thought leader and leading advisor to clients on their most important matters, especially in this Industry.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:28.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17156012-e0e1-4b64-ab26-07009436efc5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.05, "y": 0.51 }, "kind": "paragraph", "text": "If you have any questions regarding this memorandum or Lazard's LCOE+, please feel free to contact any member of the Lazard Power, Energy & Infrastructure Group, including those listed below.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:28.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5480ee8-6cbf-4bb7-ac3c-a95fc971ee07", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.23 }, "kind": "paragraph", "text": "Lazard's LCOE+ will continue to evolve over time, and we appreciate that there can, and will be, varied views regarding the specifics of our analyses. Accordingly, we would be happy to discuss any of our underlying assumptions and analyses in further detail—and, to be clear, we welcome these discussions as we try to improve our studies over time. In that regard, the studies remain our attempt to contribute in a differentiated and impactful manner to the Energy Transition. Importantly, the Energy Transition is broader in scope than the deployment of renewable energy generation and a cross-sector focus is critical (e.g., energy efficiency, renewable fuels, decarbonization of industry/supply chain, etc.).", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:28.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f58e7795-b00b-43e9-b48b-b6ba7e36e37c", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.18, "x": 0.41, "y": 0.03 }, "kind": "title", "text": "LAZARD LCOE+", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:28.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b2b592f-fdbd-4fe4-9c51-861547294600", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019de8e9-c705-7718-90f3-d09d41a4fe28", "evidence": "Closing commitment statement plus contact directory", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 50, "extraction": { "at": "2026-05-02 13:38:44.602938+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 48, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null }, "from": 48, "name": "Implications", "beatId": "019de8e9-bad1-705b-aebd-7d1b6fa1b689", "matchId": "019de8e9-ba2b-732c-a0a7-a2b7b447cbaf", "beatType": null, "evidence": "Closing commitment statement and contact directory", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 35 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 9, "to": 29, "label": "The Facts (What)", "description": "LCOE/LCOS/LCOH benchmarking, sensitivity, cost-component charts" }, { "from": 4, "to": 6, "label": "The Implications (So What)", "description": "Three exec summaries state findings before the data appears" } ], "loops": [ { "from": 4, "to": 6, "label": "So What Cascade", "description": "Cascade headline findings across LCOE, LCOS, LCOH" }, { "from": 9, "to": 15, "label": "Sensitivity Test", "description": "Stress-test LCOE robustness across multiple parameters" }, { "from": 16, "to": 17, "label": "Pattern Hunter", "description": "Show 15-year LCOE decline plateauing recently" }, { "from": 20, "to": 25, "label": "Segmentation Split", "description": "Segment LCOS economics by storage use case (IFM vs BTM)" }, { "from": 28, "to": 29, "label": "Tale Two Worlds", "description": "Compare hydrogen pathway costs against gas-peaking benchmark" }, { "from": 32, "to": 33, "label": "Build Up", "description": "Decompose LCOE into Capital, O&M, Fuel components" } ] }