BP plc (BP)

Giuseppe Bivona and Marco Taricco · 2024-07
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

4
coverage by narrative range · generated from this deck JSON

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a formal shareholder letter.frame_problem
Open slide detailBeat · The Monster
02
The slide uses a 'villain' narrative to attack the board and management, specifically citing misconduct and strategic failure.name_villain
Open slide detailBeat · The Monster
03
This is a page from a shareholder letter by Bluebell Capital Partners.name_villain
Open slide detailBeat · The Monster
04
The slide uses a narrative structure to expose corporate misconduct and legal failure.diagnose_problem
Open slide detailBeat · The Struggle
05
This is a text-heavy slide from a shareholder letter, functioning as an expose of corporate hypocrisy.expose_contradiction
Open slide detailBeat · The Struggle
06
The slide uses a quote from a BP executive to contrast with the shareholder's critique of the Board's lack of accountability.state_demand
Open slide detailBeat · The Struggle
07
The slide discusses the impact of the National Policy Statement for Renewable Energy Infrastructure (EN-3) on solar capacity assessment.establish_context
Open slide detailBeat · The Struggle
08
The slide functions as a formal accusation of regulatory deception, using specific capacity figures (MW) to highlight discrepancies.expose_contradiction
Open slide detailBeat · The Struggle
09
This is a page from a shareholder letter by Bluebell Capital Partners.expose_contradiction
Open slide detailBeat · The StruggleLoop · The Reveal
10
The slide uses a legalistic argument to frame BP's technical overplanting as a regulatory loophole exploitation.expose_contradiction
Open slide detailBeat · The StruggleLoop · The Reveal
11
The slide provides a technical defense of overplanting by referencing official UK policy and NREL degradation studies.preempt_rebuttal
Open slide detailBeat · The Call
12
This is a page from a shareholder letter/activist investor report. It uses footnotes to provide technical context on panel degradation.name_villain
Open slide detailBeat · The Call
13
The slide uses a confrontational tone to question the legitimacy of BP's project authorization strategy.state_demand
Open slide detailBeat · The CallLoop · Cost Of Inaction
14
The slide uses a narrative structure to expose potential conflicts of interest and poor capital allocation.preempt_rebuttal
Open slide detailLoop · Cost Of Inaction
15
This is a page from a shareholder letter detailing allegations of corporate misconduct and lack of transparency.expose_contradiction
16
The slide uses a 'ceo-quote-contradiction' framework to contrast the director's stated values with her actions.expose_contradiction
17
The slide functions as a formal letter of demand from an activist investor.state_demand
18
closing_ask
Open slide detailBeat · The Victory
19
appendix
Open slide detailBeat · The Victory
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appendix
Open slide detailBeat · The Victory