Kearney · consulting-deck
Hydrogen applications and business models
192 pages · 4 arc beats · 3 loops
Hydrogen applications and business models
Kearney arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 62 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 6 slides 100% 6/6 slides 100% 6/6 slides · 29 hits — 0/6 slides
33.3% 2/6 slides 16.7% 1/6 slides 100% 6/6 slides 16.7% 1/6 slides Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits — 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides — 0/2 slides
Evidence & Proof 20 slides 100% 20/20 slides 100% 20/20 slides · 125 hits — 0/20 slides
35% 7/20 slides 40% 8/20 slides 100% 20/20 slides — 0/20 slides
Solution & Approach 34 slides 100% 34/34 slides 100% 34/34 slides · 235 hits — 0/34 slides
29.4% 10/34 slides 38.2% 13/34 slides 100% 34/34 slides — 0/34 slides
Slide inventory
192 every slide · same image gating as the playbook
03
The slide uses a 2x2 grid layout to present the four sections of the report.summarize
Open slide detailBeat · Situation & Context
06
The slide serves as an executive summary for a section on the energy transition.summarize
07
Part 1 of 2 in a series on hydrogen production technologies.summarize
Open slide detailLoop · Logic Chain
10
Part 1 of 2 in a series on hydrogen value chain maturity and costs.summarize
Open slide detailLoop · Logic Chain
12
The slide provides a high-level summary of hydrogen usage and future potential.summarize
14
The slide provides a summary of business cases for hydrogen, referencing section 4.2 of a larger report.summarize
18
The slide uses IPCC data to contrast the severity of climate impacts at two different warming thresholds.quantify_impact
19
The slide uses a waterfall chart for emissions and stacked bar charts for carbon budgets.frame_problem
Open slide detailBeat · Problem & Complication
20
The chart uses a stacked bar to represent 100% of global emissions (~44 GT CO2 eq/y), split into 'Not substitutable' and 'Partially substitutable' categories.size_opportunity
Open slide detailBeat · Problem & Complication
21
Uses a value chain framework to categorize hydrogen technologies and applications.present_framework
Open slide detailBeat · Evidence & Proof
22
The slide uses a complex flow diagram to map energy conversion pathways.present_framework
Open slide detailBeat · Evidence & Proof
23
The slide uses a custom visual legend for technology maturity and decarbonisation scores.compare_options
Open slide detailBeat · Evidence & Proof
24
Includes a scatter plot comparing gravimetric vs volumetric energy density of various fuels.establish_context
Open slide detailBeat · Evidence & Proof
27
The slide uses a waterfall-style visualization to show the composition of hydrogen production.analyze_data
Open slide detailBeat · Evidence & Proof
28
Uses a flow-based taxonomy to categorize hydrogen production methods.present_framework
Open slide detailBeat · Evidence & Proof
29
Fact card style slide detailing natural H2 sources and specific field metrics.establish_context
Open slide detailBeat · Evidence & Proof
30
The slide uses color coding to differentiate between fossil fuel-based (purple) and electrolysis (grey) technologies.establish_context
Open slide detailBeat · Evidence & Proof
31
The table categorizes technologies into Thermochemical, Electrolysis, Microbial, and P.S. (Photoelectrical Synthesis).compare_options
Open slide detailBeat · Evidence & Proof
32
Includes a process flow diagram and a table of key feature estimates.present_framework
Open slide detailBeat · Evidence & Proof
33
Includes technical diagrams of three gasifier types and a table of performance estimates.diagnose
Open slide detailBeat · Evidence & Proof
34
Includes chemical equations and process flow diagram for ATR technology.diagnose
Open slide detailBeat · Evidence & Proof
35
The chart illustrates how feedstock and process parameters (like steam levels in ATR) significantly alter the H2/CO ratio.analyze_data
Open slide detailBeat · Evidence & Proof
36
The slide uses a process flow framework to categorize syngas applications into three main streams: PSA purification, Decarbonation/Methanation, and Liquid fuelspresent_framework
Open slide detailBeat · Evidence & Proof
37
The chart shows stacked bars representing H2/CO ratios for three production methods. Annotations explain the impact of steam and feedstock on the ratio.analyze_data
Open slide detailBeat · Evidence & Proof
38
The slide uses a process flow diagram to map the CCS value chain.present_framework
Open slide detailBeat · Evidence & Proof
39
The slide uses a process flow diagram to map CO2 capture points (1, 2, 3) to a corresponding table of technical options.present_solution
Open slide detailBeat · Evidence & Proof
40
Includes diagrams of bubbling and circulating fluid bed pyrolyzers.diagnose
Open slide detailBeat · Evidence & Proof
41
Includes chemical equations and a process diagram of a PEM electrolyzer.diagnose
Open slide detailBeat · Solution & Approach
42
Fact card style slide for Alkaline Electrolysis (AE).summarize
Open slide detailBeat · Solution & Approach
43
Includes a technical diagram of the PEM cell and a summary table of operational parameters.summarize
Open slide detailBeat · Solution & Approach
45
The table compares three primary hydrogen production technologies across 9 key performance indicators.compare_options
Open slide detailBeat · Solution & Approach
47
Fact card format for a specific hydrogen production technology.present_framework
Open slide detailBeat · Solution & Approach
48
Fact card format for a specific production technology within the hydrogen value chain.illustrate_case
Open slide detailBeat · Solution & Approach
49
Uses a value chain framework to explain the technical complexities of hydrogen midstream operations.present_framework
Open slide detailBeat · Solution & Approach
50
The slide uses a hierarchical process flow to categorize conditioning technologies.present_framework
Open slide detailBeat · Solution & Approach
51
The slide uses a checkmark matrix to indicate compatibility between hydrogen conversion processes and transport/storage infrastructure.present_framework
Open slide detailBeat · Solution & Approach
52
The slide uses a color-coded legend for technology advantage (Low, Medium, High) applied to the table cells.compare_options
Open slide detailBeat · Solution & Approach
56
Includes a bubble chart mapping storage time vs power, a market trend table, and a comparative data table.analyze_data
Open slide detailBeat · Solution & Approach
57
Includes a technical diagram of a Linde liquefaction plant.present_solution
Open slide detailBeat · Solution & Approach
58
Includes a process flow diagram and a comparative table of key performance metrics.present_framework
Open slide detailBeat · Solution & Approach
59
Part of a series on hydrogen value chain technologies.present_solution
Open slide detailBeat · Solution & Approach
60
Includes a technical diagram of absorption/desorption cycles and a cross-section of a storage unit.present_solution
Open slide detailBeat · Solution & Approach
61
The chart uses a custom maturity curve framework with technology risk/capital requirement on the Y-axis and time/maturity on the X-axis.present_framework
Open slide detailBeat · Solution & Approach
62
The chart uses a dot plot with average lines to show cost ranges for different hydrogen production methods.compare_options
Open slide detailBeat · Solution & Approach
63
The chart uses a waterfall structure to decompose the total LCOH into its constituent cost components.quantify_impact
Open slide detailBeat · Solution & Approach
64
The chart uses a waterfall-style logic to show CO2 breakdown (released, avoided, extra captured) across different CCS scenarios.quantify_impact
Open slide detailBeat · Solution & Approach
65
The chart illustrates the cost components of LCOH, with electricity accounting for 71% and capex for 21%.quantify_impact
Open slide detailBeat · Solution & Approach
66
The slide uses a causal equation format (Capex + Electricity Price = LCOH) to frame the analysis.diagnose
Open slide detailBeat · Solution & Approach
67
The chart illustrates the sensitivity of LCOH to utilization rates across different capital expenditure scenarios.analyze_data
Open slide detailBeat · Solution & Approach
68
The slide uses a line chart to show sensitivity and two waterfall charts to show cost composition.quantify_impact
Open slide detailBeat · Solution & Approach
69
Illustrative slide showing the relationship between electricity market volatility and hydrogen production costs.analyze_data
Open slide detailBeat · Solution & Approach
71
The slide uses a matrix structure to map technical R&D initiatives against performance objectives.present_solution
Open slide detailBeat · Solution & Approach
72
The slide uses a chevron-style list to connect levers to their descriptions.present_solution
Open slide detailBeat · Solution & Approach
73
The slide uses scatter plots with shaded trend bands to illustrate cost reduction trajectories.analyze_data
Open slide detailBeat · Solution & Approach
74
The chart uses a waterfall-style grouping to compare 2019 vs 2025-30 projections across five specific hydrogen production technologies.quantify_impact
Open slide detailBeat · Solution & Approach
75
The slide uses a waterfall-style visualization to represent cost ranges for various hydrogen storage methods.analyze_data
76
The slide uses two line charts to illustrate how LCOH scales with distance for different hydrogen carriers and transport modes.analyze_data
77
The chart shows the cost components of the hydrogen value chain, highlighting the impact of conversion and transport on the final LCOH.quantify_impact
80
The slide uses a hierarchical table structure to map H2 use cases to specific application areas and end-use technologies.present_framework
81
The chart uses a waterfall structure to show the contribution of each sector to the total 115 MtH2/year consumption.quantify_impact
82
The chart uses a timeline format to show the progression from commercialization start to market maturity (defined as 1% of total sales).summarize
83
The chart uses a waterfall structure to show the growth from 70 Mt in 2020 to 539 Mt in 2050.size_opportunity
85
Includes chemical reaction formulas and a breakdown of H2 sources by feedstock type.establish_context
86
Includes chemical equations for iron reduction and a breakdown of H2 sources in oil refining.establish_context
87
The slide features a technical process diagram showing the integration of an electrolyser, shaft furnace, and electric arc furnace (EAF).present_solution
88
The slide uses a stacked bar chart to decompose costs into CAPEX, Fixed OPEX, Fuel, Feedstock, CCUS, and Range.analyze_data
89
The slide uses a series of bar charts to compare 2018 vs 2030/2050 requirements for coal, gas, electricity, and hydrogen.analyze_data
90
The slide uses a checkmark/cross matrix to indicate application suitability.compare_options
91
Includes a technical diagram of the fuel cell principle and a comparison table of fuel cell technologies.establish_context
93
Includes a diagram of the fuel cell principle and a summary table of technical specifications.summarize
95
Includes a diagram of the fuel cell process and a summary table of technical specifications.present_solution
97
The chart uses a stacked bar format to show cost components, with a trend line indicating percentage reductions.analyze_data
98
The slide uses a stacked bar chart to show funding distribution and a table to map technical levers to benefits and challenges.diagnose
99
Includes a technical diagram of the fuel cell and H2 cylinder placement.present_solution
100
Includes a fact card style layout with technical specifications and market context.illustrate_case
102
Part of a series on energy transition; includes technical components and market data.establish_context
103
Includes a technical illustration of a hydrogen van and two data tables summarizing market and performance metrics.summarize
104
Includes a technical diagram of bus components and two data tables summarizing market status and technical specifications.establish_context
105
Includes a technical diagram of a hydrogen truck powertrain and a data table summarizing market and performance metrics.summarize
107
Fact card format with technical specifications and market context.illustrate_case
108
Includes a technical diagram of a hydrogen aircraft and two summary tables.summarize
109
Fact card style slide with technical summary, image of Mizushima plant, market data table, and consumption metrics table.summarize
111
Includes a fact card visual and specific technical tolerance metrics for gas infrastructure.establish_context
113
Includes a technical diagram of a domestic fuel cell and a comparative table of technical/financial specs.present_solution
116
The slide uses a color-coded legend to distinguish between M&A, joint ventures, and partnerships.illustrate_case
Open slide detailLoop · Golden Circle
117
Includes a world map highlighting key regions and lists of steering and supporting members.establish_context
Open slide detailLoop · Golden Circle
119
The table uses checkmarks to indicate the presence or focus of specific hydrogen use cases in different national strategies.compare_options
Open slide detailLoop · Golden Circle
120
The slide uses a structured table format to map objectives to specific policy proposals.present_solution
Open slide detailLoop · Golden Circle
122
The slide uses a structured table format to map strategic objectives to specific policy actions.present_solution
123
Includes a map of Australia and specific funding figures for R&D, feasibility, demonstration, and pilot projects.summarize
124
Focus on GCC countries; mentions blue vs green hydrogen cost gap.present_solution
125
Illustrative analysis showing energy losses across different stages of the value chain.analyze_data
Open slide detailLoop · Cost Of Inaction
126
Illustrative diagram showing energy loss through conversion stages.compare_options
Open slide detailLoop · Cost Of Inaction
127
The chart uses a bar-chart-like structure to visualize CO2 intensity (kgCO2/kgH2) for different energy sources and conversion methods.analyze_data
Open slide detailLoop · Cost Of Inaction
128
The slide uses a structured approach to categorize business cases (A, B1-B6) and evaluation criteria.present_solution
Open slide detailLoop · Cost Of Inaction
129
The slide uses a range-based visualization for carbon abatement costs, highlighting the variance between different hydrogen applications.compare_options
Open slide detailLoop · Cost Of Inaction
130
The slide uses a value chain framework to map the H-vision project components.illustrate_case
Open slide detailLoop · Cost Of Inaction
131
The slide uses a value chain framework to map specific industrial activities to participating companies.present_solution
132
The slide uses a stacked bar chart to compare hydrogen demand across three distinct scenarios, detailing the specific technical assumptions for each.compare_options
133
The chart uses a waterfall structure to illustrate the components of the project's net present value.quantify_impact
134
The slide uses a stacked bar chart to show cost components relative to a carbon price benchmark.quantify_impact
135
The slide uses a flow-based diagram to represent the Power-to-X value chain, categorizing inputs, processes, and outputs.present_framework
136
The slide uses a structured table to compare electrolyzer specs and grid/VRE utilization metrics over time.analyze_data
137
The slide uses a table-like structure to compare LCOH values across three time periods for five different energy sources.compare_options
138
The slide uses a dual-chart layout to compare environmental impact (left) and economic cost (right) against a benchmark.quantify_impact
139
The slide uses three line charts to illustrate the variability of renewable generation, the performance of electrolyzers, and the resulting total feed into the quantify_impact
140
The slide compares positive power control (TAC turbines) and negative power control (renewable variability) as revenue streams for H2 production.quantify_impact
141
The slide highlights the economic benefit of grid services, but notes that these are excluded from subsequent analyses due to their preliminary nature.quantify_impact
142
The slide highlights the technical process and the operational advantage of PEM electrolyzers regarding flexibility.present_framework
143
B1 label suggests this is part of a larger section. The chart shows a significant jump in potential between 2011 and 2018 studies.summarize
144
The slide uses a geographic map to show project density and a table to provide specific technical and financial details for three key projects.illustrate_case
145
The slide uses a value chain framework to map project activities to specific partners.illustrate_case
146
The slide uses a value chain framework to structure cost and efficiency assumptions for a hydrogen project.present_solution
147
The chart uses a stacked bar approach to show cost components (Injection plant, Infrastructure, Electrolysis) against benchmark price ranges for natural gas andquantify_impact
148
The chart compares grid-connected vs. renewable-only (wind/solar) injection plants regarding their net CO2 impact and cost per ton.quantify_impact
149
The chart illustrates the carbon abatement cost (CAC) vs grid emissions intensity for different coupling scenarios (Grid, Grid+Wind, Grid+Solar).quantify_impact
150
The chart distinguishes between standard limits (purple) and limits allowable under certain circumstances (grey).diagnose
151
The slide uses a value chain framework to map out infrastructure components against key financial and operational metrics.present_solution
152
The chart uses a stacked bar approach to show cost components (Electrolysis, Infrastructure, Storage, Methanation, Injection) for different energy inputs (Grid quantify_impact
153
B1b label indicates this is part of a larger series of business case analyses.quantify_impact
154
The slide uses a line chart to illustrate the relationship between grid emissions and abatement costs, highlighting the economic challenge of power-to-gas methaquantify_impact
155
The table compares 1 MW and 100 MW systems across various components of the hydrogen value chain.analyze_data
156
The chart uses stacked bar charts to show cost components (Fuel Cell, Storage, Compression, Infrastructure, Electrolysis) for different energy sources. It also analyze_data
157
The chart uses a duration curve (cumulative distribution) to show price frequency.quantify_impact
158
P2P likely refers to Power-to-Power (H2 storage). The chart uses a dual-axis approach showing avoided emissions (left) and abatement costs (right).quantify_impact
159
The chart illustrates the threshold of grid emissions intensity required to make grid-coupled electrolyzers effective for CO2 reduction compared to wind/solar.analyze_data
160
Includes a map of Germany, a technical diagram of the electrolyzer, and bulleted lists for current situation and business case.illustrate_case
161
The chart shows a breakdown of infrastructure vs electrolysis costs for various energy inputs.quantify_impact
162
The slide uses a dual-chart layout to compare net CO2 emissions and abatement costs against SMR benchmarks.quantify_impact
163
The chart shows a crossover point where grid-powered hydrogen becomes more expensive than blue hydrogen as grid emissions increase.analyze_data
164
The table includes a vertical annotation stating 'All hypotheses are described in slide 107'.analyze_data
165
The chart uses a stacked bar approach to show cost components (Electrolysis, Infrastructure, Compression, Storage, Dispenser) against a benchmark of ICE fuel pranalyze_data
166
The slide uses a comparative framework to highlight the operational advantages of hydrogen infrastructure over electric fast charging.compare_options
167
The slide uses a stacked bar chart to decompose TCO into base cost, battery/fuel cell, O&M, energy, and refueling/charging costs.quantify_impact
168
The chart uses a broken Y-axis to accommodate the high LCOM of the Porsche Taycan.compare_options
169
The chart illustrates the crossover point where FCEV becomes more cost-effective than BEV as battery prices decline.compare_options
170
The slide uses a waterfall-style chart to show CO2 avoided and a bar chart to show avoidance costs.quantify_impact
171
The chart uses a line graph to show exponential cost increases as grid emissions rise, with specific country flags indicating current grid emission levels.quantify_impact
172
The slide uses a stacked bar chart to decompose TCO into five cost components: base truck, battery/fuel cell, O&M, energy, and refueling/charging.compare_options
174
The slide uses a waterfall-style comparison to show the cost delta between H2 and ICE buses.quantify_impact
175
The slide uses a stacked bar chart to break down costs (Capex, O&M, Fuel, Electricity) and a supporting data table for input assumptions.quantify_impact
176
The slide uses a combination of bar charts to illustrate the environmental and economic trade-offs of hydrogen vs battery electric bus infrastructure.quantify_impact
177
The chart illustrates the trade-off between carbon abatement costs and grid emission intensity, highlighting the impact of battery manufacturing footprints.quantify_impact
178
The map uses bubble markers to represent the number of projects in specific regions, with a focus on North America, Europe, and East Asia.illustrate_case
179
Includes a map of the Bremervörde region and a quote from a government official.illustrate_case
180
The chart uses a stacked bar format to break down costs into capex, O&M, fuel, and electrification.compare_options
181
The chart highlights the cost components of different train propulsion systems, showing that hydrogen trains are positioned between electric and diesel options.compare_options
182
The slide uses a two-part chart structure to link CO2 avoidance potential with the associated cost per ton.quantify_impact
185
The chart uses a 2x2 matrix structure to categorize technologies by cost and reduction potential.quantify_impact
186
The slide uses a hub-and-spoke visual metaphor to illustrate the integration of hydrogen production with multiple end-use sectors.present_solution