Hydrogen: Closing the cost gap

McKinsey
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
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Deck intelligence map

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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
Includes logos for Hydrogen Council and McKinsey & Company.front_matter
02
Standard disclaimer slide for a consulting report.front_matter
03
The slide serves as a stakeholder map or membership directory for the Hydrogen Council.other
04
The slide is split into two main sections: 'Framework and approach' and 'Key messages'.summarize
Open slide detailBeat · Situation & Context
05
The slide uses three donut charts to represent segments of 8, 13, and 13 Mt p.a. respectively.summarize
Open slide detailBeat · Situation & Context
06
The slide uses a '01' numbering, suggesting it is the first in a series of key takeaways.summarize
Open slide detailBeat · Problem & Complication
07
The slide highlights specific policy instruments like RED III, CBAM, CfD, CHPS, and the IRA.establish_context
Open slide detailBeat · Problem & Complication
08
Includes a stacked bar chart comparing 2025 and 2030 demand, and a donut chart breaking down the 34 Mt p.a. demand by sector.size_opportunity
Open slide detailBeat · Problem & Complication
09
Uses a waterfall-style logic to explain cost-parity and value-in-use dynamics.present_framework
Open slide detailBeat · Problem & Complication
10
The chart is a classic demand curve (marginal abatement cost curve style) showing value-in-use vs cumulative demand.analyze_data
Open slide detailBeat · Evidence & Proof
11
The chart uses floating bars to represent cost ranges for different production pathways (low-carbon vs renewable) and products (hydrogen vs ammonia) across threanalyze_data
Open slide detailBeat · Evidence & Proof
12
The chart uses a mirrored bar chart structure to visualize the economic gap between value-in-use and supply cost.quantify_impact
Open slide detailBeat · Evidence & Proof
13
The chart uses a waterfall-bridge style to illustrate the cost gap between value-in-use and supply cost for different hydrogen demand segments.analyze_data
Open slide detailBeat · Evidence & Proof
14
The slide uses a clear, numbered-style list to segment demand based on economic feasibility and policy support.summarize
Open slide detailBeat · Impact & Next Steps
15
The chart uses a stacked bar approach to show the composition of demand segments by region (US, EU, East Asia).size_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
16
The chart is a donut chart with a central big number '8' representing the total Mt p.a. demand.size_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
17
The chart uses a central number '13' to represent the total Mt p.a. being analyzed.size_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
18
The chart is a donut chart representing 13 Mt p.a. of demand, segmented by sector and color-coded by region (East Asia, EU, US).size_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
19
The slide uses a combination of donut charts for segment representation and a horizontal bar/triangle for effort visualization.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
20
appendix
Open slide detailLoop · Mece Breakdown
21
The slide uses a stacked bar chart to show total demand and a table-like list to detail the specific sectors and policy levers.size_opportunity
Open slide detailLoop · Mece Breakdown
22
The slide uses a custom table structure to map demand segments to specific policy/infrastructure levers.analyze_data
Open slide detailLoop · Mece Breakdown
23
The slide categorizes demand into three buckets: supported by current regulation, requiring further unlock, and uncompetitive under current assumptions.quantify_impact
24
The slide uses a consistent iconographic style (hexagonal molecule-like structures) for each term.summarize
25
The slide uses a tabular format to map international policies (EU, US, Japan, South Korea) to their specific economic modeling assumptions.present_framework
26
The slide features a background image of a beach with abstract white line graphics.front_matter