{ "schemaVersion": "deck-intelligence.v1", "id": "019de511-e822-712c-8ff8-8d3b859b7286", "slug": "a639f2945227e0c02055d96c035cdcde", "title": "MP Materials | Investor Conference Presentation Deck | 30 slides", "subtitle": "MP Materials · 2021-11", "author": "MP Materials", "date": "2021-11-01 00:00:00", "pageCount": 30, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de511-e822-712c-8ff8-8d3b859b7286", "slug": "a639f2945227e0c02055d96c035cdcde", "title": "MP Materials | Investor Conference Presentation Deck | 30 slides", "rawTitle": "MP Materials | Investor Conference Presentation Deck | 30 slides", "authorId": "mp-materials", "authorName": "MP Materials", "authorDisplay": "MP Materials", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2021-11__mp-materials__investor-conf__a639f294.pdf", "sourceUrl": "https://www.slidebook.io/company/mp-materials/presentation/a639f2945227e0c02055d96c035cdcde/", "sourceDate": "2021-11-01 00:00:00", "presentationDate": "2021-11-01 00:00:00", "ingestedAt": "2026-05-01 19:44:09.334201+00", "status": "ready", "pageCount": 30, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "other-industrial-metals-mining", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2021-11__mp-materials__investor-conf__a639f294", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Conference Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 30, "pagesIndexed": 30, "pagesWithImages": 30, "pagesWithMetadata": 30, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 114, "chartCount": 12, "metricSlides": 0, "toolMatches": 17, "documentToolMatches": 0, "frameworkMatches": 11, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "evidence": "The deck follows a sparkline narrative shape, starting with the current situation, highlighting the growth potential, and showcasing MP Materials' solution.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:57:10.734272+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 1, "name": "Setup", "beatId": "1816fc19-5bd7-4d67-8a05-8b6a29641d02", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck starts with an industry overview and a thesis headline, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 8, "name": "Complication", "beatId": "5f372db4-2441-4612-9024-3a1b556bf4cf", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The deck highlights the NdPr supply gap and the growth across the electrification supply chain, presenting a clear complication.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 8, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "f53a1d70-b8f3-4444-aede-2f983c4a0bb1", "evidence": "The deck emphasizes the growth across the electrification supply chain and the NdPr supply gap.", "position": 0, "objective": "Highlight the cost of inaction in addressing the NdPr supply gap", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:57:10.895124+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 17, "from": 14, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "8b99f0d9-4a0d-4583-a045-5cebaba8ef72", "evidence": "The deck presents MP Materials' operational execution and revenue growth.", "position": 1, "objective": "Showcase MP Materials' potential for rapid revenue and earnings growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:57:10.927653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "071196f2-45ae-4ad1-b7da-72e6c808a780", "evidence": "Gabelli Funds 45th Annual Auto Symposium", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:35.85619+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "c70f03bf-030a-434b-844a-69e4aa42c1fc", "evidence": "News headlines from CNBC, CBS, Reuters, and Politics regarding EV targets, investments, and supply chain reviews.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:31.874798+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "98914f74-d227-4455-96af-6a89b099cfcc", "evidence": "Tesla, GM, Ford, VW, Hyundai, Toyota, Rivian and most other EV OEMs rely on NdPr magnet motors", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:31.940687+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f6a5c510-a1e6-426c-b226-ce5b62d1150e", "evidence": "EVs are driving explosive growth—magnets for electric powertrains are expected to grow 15x in the next decade", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.8, "extraction": { "at": "2026-07-17 01:19:32.007084+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "0adbe17b-cd17-469a-9230-72f951eb086e", "evidence": "Strong growth across the electrification supply chain has put the NdPr supply gap in focus", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:32.074576+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "fd11ebeb-724b-484f-ac49-9dd3d443a12c", "evidence": "A dry tailings process eliminates the need for high risk wet-tailings ponds. More than 1 billion liters of water are recycled into the production process annually to meet 95% of need", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:32.141017+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "59a76284-f11a-4158-8a24-6ff5cef5716b", "evidence": "Cargo Ship Logjam in Los Angeles Highlights Pandemic Supply-Chain Issues (The Wall Street Journal, April 12, 2021)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:32.208023+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dbd161f8-dac0-479a-89e4-8e20259d4ff7", "evidence": "Potential for fully integrated business with lower volatility", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:32.342761+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "666f630c-6b07-42a0-bda2-7e33c78d4f9f", "evidence": "Stage I – Complete Rare Earth Concentrate Production", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:19:32.408755+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a9f60aec-2455-4551-b617-51f9a112207c", "evidence": "Comparable Operational Metrics—Sequential and Year-over-Year", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:23.090766+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "874f9c5d-8933-46f6-929d-2ffb8469eb63", "evidence": "Waterfall chart showing Free Cash Flow ($3.3M) + Offtake Paydown ($22.9M) + Growth Capex ($42.8M) + Deal Costs ($1.3M) = Norm. Stage I Free Cash Flow ($70.3M)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.219851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4a3560af-d28f-4217-bdd5-7d19e02b37e5", "evidence": "Operational ordered cost curve ($/kg REO) for major producers (real 2020$)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.348552+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fbe2aa59-f25c-44d5-8554-8d22e44daba3", "evidence": "Waterfall chart showing cash flow adjustments", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:19:23.657527+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f4eb093d-9887-41ad-ae4e-168f4d09ef0f", "evidence": "Reconciliation table showing GAAP to Non-GAAP adjustments for the six months ended June 30, 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.603615+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9dbfb88a-7bfc-4966-bf26-87fca5e07168", "evidence": "Reconciliation table showing Product Sales, adjustments, Total Value Realized, REO sales volume, and Realized price per REO MT.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.670524+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0eb42faf-e73c-4cc1-b085-ccc2d2f149d8", "evidence": "Reconciliation table showing Cost of sales, adjustments, and final Production Cost per REO MT for three periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.737762+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "deb8b8cd-5938-4afb-a938-83c81100b927", "evidence": "Thank You", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.805455+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "1f5d797c-ed25-4749-a859-42ef76298388", "evidence": "Uses news headlines to validate the market thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "authority-citation" }, { "matchId": "63fb194d-b5f5-4344-8cb9-5b754f0fd411", "evidence": "Compares 2020A supply to 2030E demand to highlight a gap.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 15:29:45.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "before-after-framing" }, { "matchId": "95aea382-fb64-4082-a8d0-5d31e42d33ea", "evidence": "Uses news headlines from reputable sources to support the main thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.77+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "authority-citation" }, { "matchId": "9ec40093-63d9-4b7a-92da-3cde5b8286dd", "evidence": "Geographic visualization of supply chain concentration", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "map-spatial" }, { "matchId": "6aa8f6c7-e0e5-45e5-b9d3-35340fe1fbd7", "evidence": "The slide maps the operational stages from raw material extraction to downstream magnet production.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "value-chain" }, { "matchId": "d7f33ea2-cda3-4969-81ba-18688949b0c9", "evidence": "Compares Molycorp maximum production to current MP Materials production to show growth.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "before-after-framing" }, { "matchId": "3baa8cae-f3e9-4c40-b3e7-4617901f6a02", "evidence": "The chart visually bridges a starting value to an ending value through additive components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "waterfall-bridge" }, { "matchId": "a79ed0b6-6b85-4f4c-ba42-f0ae00f638fb", "evidence": "Compares historical Molycorp performance with projected MP Materials performance to show improvement.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "before-after-framing" }, { "matchId": "40fd7a0d-52fc-485a-a3c4-a36e94300d99", "evidence": "Operational ordered cost curve for major producers", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:14.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "cost-curve" }, { "matchId": "8e98dc5b-832d-48a6-bf72-4acadb449ca1", "evidence": "The slide depicts the sequential stages of production from raw material to end product.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.945+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "value-chain" }, { "matchId": "b3cca032-42f7-496b-a2d8-2264b8a30f0a", "evidence": "The slide explicitly presents a financial bridge/waterfall chart.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:15.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "waterfall-bridge" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/ZaXq4ncIjQ6ejPozNFVubFFZrELd-DbhN1T-Lwwvqag/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hNjM5ZjI5NDUyMjdlMGMwMjA1NWQ5NmMwMzVjZGNkZS9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 106, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:13.478+00", "seconds": 2.703, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/1", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-1", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.19, "x": 0.06, "y": 0.07 }, "kind": "image", "text": "MP Materials", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.478+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19be053d-9d29-4d30-901f-d72d7d316099", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.85, "y": 0.9 }, "kind": "paragraph", "text": "November 1, 2021", "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 09:56:13.478+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cda1b9a-5a15-4b9d-a185-ba9ee8fbee3c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.06, "y": 0.56 }, "kind": "paragraph", "text": "Ryan Corbett – Chief Financial Officer", "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 09:56:13.478+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a6f7ece-34ef-4c5d-b474-b973e86fb787", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.06, "y": 0.335 }, "kind": "title", "text": "Gabelli Funds 45th Annual Auto Symposium", "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 09:56:13.478+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a572757-0327-4e47-ad1f-a26f1e190617", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "071196f2-45ae-4ad1-b7da-72e6c808a780", "evidence": "Gabelli Funds 45th Annual Auto Symposium", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:35.85619+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "1816fc19-5bd7-4d67-8a05-8b6a29641d02", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck starts with an industry overview and a thesis headline, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/pctWAR6fShNIIGOOAsoDM0Fu3D4PoOjKHAzq8HrILmI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hNjM5ZjI5NDUyMjdlMGMwMjA1NWQ5NmMwMzVjZGNkZS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/IJVohcceT4MlNcJeszSSLJP441nJQzeLiko8vApHNE0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hNjM5ZjI5NDUyMjdlMGMwMjA1NWQ5NmMwMzVjZGNkZS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/G8LK91Y_mfFDDDbhqBk7sKn6nnZgsObTMoZiEsATbEg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hNjM5ZjI5NDUyMjdlMGMwMjA1NWQ5NmMwMzVjZGNkZS9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 252, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:13.778+00", "seconds": 2.88, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/2", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-2", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.685, "w": 0.894, "x": 0.053, "y": 0.205 }, "kind": "disclaimer", "text": "This presentation contains certain statements that are not historical facts and are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995...", "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 09:56:13.778+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43b97c5b-e142-4ad3-a113-2db153cd0d3c", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.156, "x": 0.422, "y": 0.858 }, "kind": "image", "text": "MP MATERIALS", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.778+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe6a907c-4989-440f-afa6-eddd116e245b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.22, "x": 0.053, "y": 0.105 }, "kind": "title", "text": "Safe Harbor", "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 09:56:13.778+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fac6273d-b819-4db9-8d07-4d7b75a09245", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "1816fc19-5bd7-4d67-8a05-8b6a29641d02", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck starts with an industry overview and a thesis headline, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "Standard legal/financial disclaimer slide for non-GAAP metrics.", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 154, "nDataPoints": 0, "notes": "Standard legal/financial disclaimer slide for non-GAAP metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:13.151+00", "seconds": 2.205, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/3", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-3", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "disclaimer", "text": "This presentation contains certain non-GAAP financial measures... [full text of definitions and limitations]", "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 09:56:13.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "768991e3-6ade-4fee-98a8-b99bea072575", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.16, "x": 0.42, "y": 0.88 }, "kind": "image", "text": "MP MATERIALS", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7751460c-6845-4a91-a1ed-9d8f6476371e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Use of Non-GAAP Financial Measures", "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 09:56:13.151+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49dd0594-869a-4aae-b785-deba67231579", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "1816fc19-5bd7-4d67-8a05-8b6a29641d02", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck starts with an industry overview and a thesis headline, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 17, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.025+00", "seconds": 4.063, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/4", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-4", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.46, "y": 0.08 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d080888-66e8-4e2c-8c9a-3ca006f02835", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.325, "y": 0.45 }, "kind": "title", "text": "Industry Overview", "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 09:56:15.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9e30b5e-0502-481a-9521-743db06583f2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "1816fc19-5bd7-4d67-8a05-8b6a29641d02", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck starts with an industry overview and a thesis headline, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "Uses news clippings as social proof/authority citation to frame the market opportunity.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 4, "textChars": 339, "nDataPoints": 0, "notes": "Uses news clippings as social proof/authority citation to frame the market opportunity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.04+00", "seconds": 3.061, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/5", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-5", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.15, "x": 0.43, "y": 0.85 }, "kind": "image", "text": "MP Materials logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e68b8fbb-e48e-4f15-bb76-0c72f2b993e2", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.55, "x": 0.4, "y": 0.1 }, "kind": "list", "text": "News headlines from CNBC, CBS, Reuters, and Politics regarding EV targets, investments, and supply chain reviews.", "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 09:56:14.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "773dceb6-a0fa-43e9-acc7-8c9b74370712", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.73, "y": 0.46 }, "kind": "quote", "text": "Our transformation will be fast, it will be unprecedented...E-mobility has become core business for us", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7a01c48-6fbc-49b1-80f0-ebf737ebfe9a", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.33, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "As the EV revolution gains momentum, demand for magnets, and the rare earths used to make them, accelerates", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91857268-66b7-4a21-963d-44cd4a9f9628", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "c70f03bf-030a-434b-844a-69e4aa42c1fc", "evidence": "News headlines from CNBC, CBS, Reuters, and Politics regarding EV targets, investments, and supply chain reviews.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:31.874798+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "1f5d797c-ed25-4749-a859-42ef76298388", "evidence": "Uses news headlines to validate the market thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "setup", "title": "The slide uses an exploded view of an electric motor to illustrate the component.", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 3, "textChars": 223, "nDataPoints": 1, "notes": "The slide uses an exploded view of an electric motor to illustrate the component.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:13.271+00", "seconds": 2.264, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/6", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-6", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.58, "x": 0.21, "y": 0.11 }, "kind": "image", "text": "Exploded view of an EV motor", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "555ff348-f7b1-4483-b0e7-1e5da4030973", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.59, "y": 0.58 }, "kind": "paragraph", "text": "Tesla, GM, Ford, VW, Hyundai, Toyota, Rivian and most other EV OEMs rely on NdPr magnet motors", "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 09:56:13.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "555c921c-d900-49e8-b116-8aba60c6efa7", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.35, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "While EV battery technology continues to evolve, NdPr magnets are found in more than 90% of EV motors", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f429a10b-a7cf-4215-b24e-f490dc0d3761", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "98914f74-d227-4455-96af-6a89b099cfcc", "evidence": "Tesla, GM, Ford, VW, Hyundai, Toyota, Rivian and most other EV OEMs rely on NdPr magnet motors", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:31.940687+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "resolution", "title": "The slide uses a simple two-bar comparison to illustrate market expansion.", "function": "size_opportunity", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 5, "textChars": 216, "nDataPoints": 3, "notes": "The slide uses a simple two-bar comparison to illustrate market expansion.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.264+00", "seconds": 3.215, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/7", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-7", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.35, "x": 0.573, "y": 0.15 }, "kind": "chart", "text": "EV Motor Magnet Market (EV Powertrains Only, Value)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60bcf6de-a280-417a-b27c-bdf7af1c12ab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.59, "y": 0.56 }, "kind": "metric", "text": "$710M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b76aaa6-b6c3-41e3-b50e-6cdd78e2f674", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.74, "y": 0.15 }, "kind": "metric", "text": "$10.7B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc884a9f-dae5-44dc-a620-28e100d6aa8e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.19, "x": 0.06, "y": 0.94 }, "kind": "source-note", "text": "Source: Internal research, Adamas and Roskill", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0832428c-c45e-4a53-b0ef-e09f05e04ba1", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.38, "x": 0.07, "y": 0.16 }, "kind": "title", "text": "EVs are driving explosive growth—magnets for electric powertrains are expected to grow 15x in the next decade", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.264+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da60eab9-01d9-4c47-aabb-0ce30b5354fd", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f6a5c510-a1e6-426c-b226-ce5b62d1150e", "evidence": "EVs are driving explosive growth—magnets for electric powertrains are expected to grow 15x in the next decade", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.8, "extraction": { "at": "2026-07-17 01:19:32.007084+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "tension", "title": "The chart uses a stacked bar visual to imply the gap between current supply and future demand.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 134, "nDataPoints": 2, "notes": "The chart uses a stacked bar visual to imply the gap between current supply and future demand.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:29:45.224+00", "seconds": 5.777, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/8", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-8", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.35, "x": 0.56, "y": 0.16 }, "kind": "chart", "text": "Estimated NdPr Volumes (MT)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:29:45.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8b541a9-af34-4812-8738-9fbf6fcae1c3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.06, "y": 0.94 }, "kind": "source-note", "text": "Source: CRU Group", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:29:45.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "032fa4de-16b7-4478-90f2-115980e73f67", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.28, "x": 0.07, "y": 0.16 }, "kind": "title", "text": "Strong growth across the electrification supply chain has put the NdPr supply gap in focus", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:29:45.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "900d2674-c446-4b9c-9b49-c0d277a5162b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "0adbe17b-cd17-469a-9230-72f951eb086e", "evidence": "Strong growth across the electrification supply chain has put the NdPr supply gap in focus", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:32.074576+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "63fb194d-b5f5-4344-8cb9-5b754f0fd411", "evidence": "Compares 2020A supply to 2030E demand to highlight a gap.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 15:29:45.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 8, "name": "Complication", "beatId": "5f372db4-2441-4612-9024-3a1b556bf4cf", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The deck highlights the NdPr supply gap and the growth across the electrification supply chain, presenting a clear complication.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 8, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "f53a1d70-b8f3-4444-aede-2f983c4a0bb1", "evidence": "The deck emphasizes the growth across the electrification supply chain and the NdPr supply gap.", "position": 0, "objective": "Highlight the cost of inaction in addressing the NdPr supply gap", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:57:10.895124+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 3, "textChars": 304, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:13.956+00", "seconds": 2.8, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/9", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-9", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.428, "w": 0.643, "x": 0.31, "y": 0.141 }, "kind": "image", "text": "Aerial view of mining facility", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcc7862d-760e-47a0-8644-73d772a474e9", "parentComponentId": null }, { "bbox": { "h": 0.078, "w": 0.643, "x": 0.31, "y": 0.658 }, "kind": "list", "text": "A dry tailings process eliminates the need for high risk wet-tailings ponds. More than 1 billion liters of water are recycled into the production process annually to meet 95% of need", "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 09:56:13.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eae260bb-42c7-40d9-9cf3-2f3737e70959", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.28, "x": 0.07, "y": 0.15 }, "kind": "title", "text": "Sustainability is at the core of our operations, products, end markets and business strategy", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:13.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cde8fb3-5f9e-4c95-bbc4-7ca5d2c28689", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "fd11ebeb-724b-484f-ac49-9dd3d443a12c", "evidence": "A dry tailings process eliminates the need for high risk wet-tailings ponds. More than 1 billion liters of water are recycled into the production process annually to meet 95% of need", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:32.141017+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 8, "name": "Complication", "beatId": "5f372db4-2441-4612-9024-3a1b556bf4cf", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The deck highlights the NdPr supply gap and the growth across the electrification supply chain, presenting a clear complication.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 8, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "f53a1d70-b8f3-4444-aede-2f983c4a0bb1", "evidence": "The deck emphasizes the growth across the electrification supply chain and the NdPr supply gap.", "position": 0, "objective": "Highlight the cost of inaction in addressing the NdPr supply gap", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:57:10.895124+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "Uses external media citations to validate the thesis.", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 4, "textChars": 384, "nDataPoints": 0, "notes": "Uses external media citations to validate the thesis.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.77+00", "seconds": 3.606, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/10", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-10", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.5, "x": 0.44, "y": 0.18 }, "kind": "list", "text": "How Semiconductor Shortages Have Taken A Chip Out Of The Global Supply Chain (Forbes, July 13, 2021)", "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 09:56:14.77+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "981f21b9-1ef0-4334-940c-cf42a3592592", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.44, "y": 0.4 }, "kind": "list", "text": "Six Days in Suez: The Inside Story of the Ship That Broke Global Trade (Bloomberg, June 23, 2021)", "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 09:56:14.77+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd4e56ec-dc2c-4b62-b5a1-9896f08a8fa7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.44, "y": 0.62 }, "kind": "list", "text": "Cargo Ship Logjam in Los Angeles Highlights Pandemic Supply-Chain Issues (The Wall Street Journal, April 12, 2021)", "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 09:56:14.77+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7ce0275-9321-4c70-a4a2-aad753a0f23b", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.07, "y": 0.16 }, "kind": "title", "text": "Focus on supply chains has dramatically increased over the last 18 months", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.77+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b10d1ed2-1a6d-4f19-ab27-918635622c2f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "59a76284-f11a-4158-8a24-6ff5cef5716b", "evidence": "Cargo Ship Logjam in Los Angeles Highlights Pandemic Supply-Chain Issues (The Wall Street Journal, April 12, 2021)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:32.208023+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "95aea382-fb64-4082-a8d0-5d31e42d33ea", "evidence": "Uses news headlines from reputable sources to support the main thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.77+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "authority-citation" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "tension", "title": "The map uses bubble sizes to indicate producer scale, emphasizing the geographic imbalance.", "function": "frame_problem", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 153, "nDataPoints": 0, "notes": "The map uses bubble sizes to indicate producer scale, emphasizing the geographic imbalance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.178+00", "seconds": 2.816, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/11", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-11", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.65, "x": 0.18, "y": 0.25 }, "kind": "image", "text": "World map with producer locations", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf9885e4-25e1-4c50-958d-5ada79c1c606", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.82, "y": 0.45 }, "kind": "legend", "text": "Scaled Rare Earth Oxide Producer; NdPr Magnet Producer", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "343025ec-5a8f-4e9f-a41f-347f7c7f37d2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.12, "y": 0.52 }, "kind": "legend", "text": "MP Materials", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "811fd241-8f77-4e6e-9522-79a946cc3fad", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "The supply chain demands a Western Hemisphere supplier", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dd70ef5-bdac-4017-b40b-04f3db5aa40f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9ec40093-63d9-4b7a-92da-3cde5b8286dd", "evidence": "Geographic visualization of supply chain concentration", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "map-spatial" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 17, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:13.305+00", "seconds": 1.914, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/12", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-12", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.083, "w": 0.364, "x": 0.318, "y": 0.458 }, "kind": "title", "text": "Business Overview", "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 09:56:13.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd72646b-f0cf-4b06-8801-d6afa78cc811", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "title": "The slide uses a process flow diagram to map operational stages (I, II, III) to specific production outputs and market positioning.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 10, "textChars": 256, "nDataPoints": 7, "notes": "The slide uses a process flow diagram to map operational stages (I, II, III) to specific production outputs and market positioning.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.96+00", "seconds": 3.441, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/13", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-13", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.37, "x": 0.53, "y": 0.83 }, "kind": "callout", "text": "Potential for fully integrated business with lower volatility", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "728adcae-986f-4090-b692-1ca9d8e8d7be", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.06, "y": 0.04 }, "kind": "diagram", "text": "Operational flow from Mine to Beneficiation to Refining to Metallurgy to Magnet Making", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9552ee1c-0a8e-4fea-909b-8622264e2e2e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.75, "y": 0.1 }, "kind": "metric", "text": "$1.7B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22011f89-d38b-428e-a4e3-c7ac54606b29", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.75, "y": 0.25 }, "kind": "metric", "text": "~7% ore grade", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ccc52fe-2852-4db2-9b19-e3285b6a8f6c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.53, "y": 0.25 }, "kind": "metric", "text": "948k mt tREO", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "444ca32b-3f15-450a-aca9-95f2afae1923", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.53, "y": 0.4 }, "kind": "metric", "text": "~39,700 mt", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cc30df6-9e30-4c28-b634-1aa5e89c1925", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.75, "y": 0.4 }, "kind": "metric", "text": "~15% Est. Market Share", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbab6ffe-a781-4d8a-886e-a3358eb1ae9f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.37, "x": 0.53, "y": 0.55 }, "kind": "metric", "text": "~6,075 mt NdPr", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1327c2b-ca60-4299-a75b-1d9c4b6478b6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.53, "y": 0.1 }, "kind": "metric", "text": "60+ years", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9c5c3a1-3fa7-4b06-a7da-2f85309d7772", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.06, "y": 0.2 }, "kind": "title", "text": "MP Materials at-a-glance", "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 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d46676f3-ba73-43ef-b3c1-21310875986d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dbd161f8-dac0-479a-89e4-8e20259d4ff7", "evidence": "Potential for fully integrated business with lower volatility", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:32.342761+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "6aa8f6c7-e0e5-45e5-b9d3-35340fe1fbd7", "evidence": "The slide maps the operational stages from raw material extraction to downstream magnet production.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.96+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "value-chain" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "evidence", "title": "The slide uses a process flow diagram at the bottom to contextualize 'Stage I' within the broader value chain.", "function": "analyze_data", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 443, "nDataPoints": 2, "notes": "The slide uses a process flow diagram at the bottom to contextualize 'Stage I' within the broader value chain.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.53+00", "seconds": 3.003, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/14", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-14", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.25, "x": 0.68, "y": 0.15 }, "kind": "chart", "text": "Stage I Volumes (MT REO)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df9442a5-6d5c-4b23-8641-62d41aeec77e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.06, "y": 0.71 }, "kind": "diagram", "text": "Mining Processing, Refining Separation, Metal Making Alloying, Magnet Making", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01afb984-43c6-4df9-b35e-97ad15c337be", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.06, "y": 0.42 }, "kind": "list", "text": "Mining, milling, and executing on optimized flotation process\nWe believe we are currently producing approximately 15% of global rare earth content\nAnnual production is ~3.3x that of predecessor\nSubstantial improvements in throughput, recovery, and uptime driven by current Management", "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 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3375162f-a9ab-4ef4-a5db-a244d9971237", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.7, "y": 0.29 }, "kind": "source-note", "text": "3.3x REO", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a41c96f-059a-4d9b-85df-30e0a63959d5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.06, "y": 0.18 }, "kind": "title", "text": "Stage I – Complete Rare Earth Concentrate Production", "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 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d8de33a-bf66-4585-994a-be74a313c5aa", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "666f630c-6b07-42a0-bda2-7e33c78d4f9f", "evidence": "Stage I – Complete Rare Earth Concentrate Production", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:19:32.408755+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "d7f33ea2-cda3-4969-81ba-18688949b0c9", "evidence": "Compares Molycorp maximum production to current MP Materials production to show growth.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:14.53+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8b99f0d9-4a0d-4583-a045-5cebaba8ef72", "evidence": "The deck presents MP Materials' operational execution and revenue growth.", "position": 1, "objective": "Showcase MP Materials' potential for rapid revenue and earnings growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:57:10.927653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "analysis", "title": "The slide uses a consistent color scheme to distinguish between 2020 (dark blue) and 2021 (orange) data points.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 7, "textChars": 313, "nDataPoints": 12, "notes": "The slide uses a consistent color scheme to distinguish between 2020 (dark blue) and 2021 (orange) data points.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:17.822+00", "seconds": 6.283, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/15", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-15", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.2, "x": 0.65, "y": 0.55 }, "kind": "chart", "text": "Production Cost ($/MT REO)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e1002f2-1bc9-4f94-9413-9ab827fd9b87", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.65, "y": 0.185 }, "kind": "chart", "text": "Realized Price ($/MT REO)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b17de0d-8c05-4d07-aa1c-3e7d417bf1e2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.32, "y": 0.55 }, "kind": "chart", "text": "REO Production Volumes (MT)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd174126-00a9-4421-8a66-71188937e679", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.32, "y": 0.185 }, "kind": "chart", "text": "REO Sales Volumes (MT)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fddeadbc-9e18-4b47-a256-b1ece62f08cb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "See Appendix for calculation of realized price per REO MT... See Appendix for calculation of production cost per REO MT...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6533e9b-32fd-49df-a113-f413b8774071", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.225, "x": 0.062, "y": 0.205 }, "kind": "title", "text": "Continued operational execution", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac34f720-6770-49e2-ae66-f11c15b35e51", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.375, "x": 0.312, "y": 0.065 }, "kind": "title", "text": "Comparable Operational Metrics—Sequential and Year-over-Year", "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 09:56:17.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71d24e68-8b76-4a2b-a36d-f495c414a909", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a9f60aec-2455-4551-b617-51f9a112207c", "evidence": "Comparable Operational Metrics—Sequential and Year-over-Year", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:19:23.090766+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8b99f0d9-4a0d-4583-a045-5cebaba8ef72", "evidence": "The deck presents MP Materials' operational execution and revenue growth.", "position": 1, "objective": "Showcase MP Materials' potential for rapid revenue and earnings growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:57:10.927653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "analysis", "title": "The slide uses a grouped bar chart approach to show growth trends across four key financial metrics.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 5, "textChars": 356, "nDataPoints": 12, "notes": "The slide uses a grouped bar chart approach to show growth trends across four key financial metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.136+00", "seconds": 2.538, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/16", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-16", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.55, "x": 0.35, "y": 0.15 }, "kind": "chart", "text": "Revenue, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Net Income charts", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d03494f-408e-431a-acb7-4e32c3142a1f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.7, "x": 0.02, "y": 0.92 }, "kind": "disclaimer", "text": "All figures in millions except for margins. See Appendix for reconciliation. Q2 2020 and Q1 2021 Adjusted EBITDA Margin calculations exclude tariff refunds.", "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 09:56:14.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c80c2eac-1394-4244-9cf8-60295cc56e3c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.06, "y": 0.5 }, "kind": "legend", "text": "2020 (dark blue), 2021 (orange)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74982781-7ac5-474c-ac41-393c5e6ede45", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.06, "y": 0.2 }, "kind": "title", "text": "Rapid revenue & earnings growth", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a679a0db-0cbe-4fc5-af19-3a669e7c7c58", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.35, "y": 0.07 }, "kind": "title", "text": "Comparable Financial Metrics—Sequential and Year-over-Year", "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 09:56:14.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6f5f1c6-4cad-4ac4-9bb6-a542180dd48b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8b99f0d9-4a0d-4583-a045-5cebaba8ef72", "evidence": "The deck presents MP Materials' operational execution and revenue growth.", "position": 1, "objective": "Showcase MP Materials' potential for rapid revenue and earnings growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:57:10.927653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "title": "The chart bridges from reported FCF to normalized FCF by adding back offtake paydown, growth capex, and deal costs.", "function": "show_valuation_bridge", "rawType": "valuation_reveal", "block": null, "metadata": { "slideType": "valuation_reveal", "slideTypeCanon": { "name": "Valuation reveal", "slug": "valuation_reveal", "status": "active", "canonId": "019de52d-11ad-7735-8b3c-1701af31f382", "version": 1, "description": null }, "function": "show_valuation_bridge", "functionCanon": { "name": "Show valuation bridge", "slug": "show_valuation_bridge", "status": "active", "canonId": "019de52d-1883-716e-9dec-4981e70b840a", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 709, "nDataPoints": 5, "notes": "The chart bridges from reported FCF to normalized FCF by adding back offtake paydown, growth capex, and deal costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:16.823+00", "seconds": 5.182, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/17", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-17", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.35, "y": 0.2 }, "kind": "chart", "text": "Waterfall chart showing Free Cash Flow ($3.3M) + Offtake Paydown ($22.9M) + Growth Capex ($42.8M) + Deal Costs ($1.3M) = Norm. Stage I Free Cash Flow ($70.3M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bcc3959c-afec-4bd4-9e01-03af57ddf377", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.3, "x": 0.07, "y": 0.41 }, "kind": "list", "text": "Normalized Stage I Free Cash Flow of $70.3M or 52.8% of YTD sales(1)\n$22.9M of YTD Offtake Paydown reflected as reduction of GAAP operating cash flows(2)\nGrowth capex is primarily Stage II Optimization spending", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82a8f3db-1a75-4ea6-b857-732ea1e0f7a9", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.7, "x": 0.02, "y": 0.93 }, "kind": "source-note", "text": "1. Defined as Normalized Stage I Free Cash Flow as a percentage of Product sales\n2. Reflects the reduction in the Shenghe Offtake balance...\n3. See Appendix...\n4. Growth Capex consists primarily of...\n5. Deal Costs & One-Time Items...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f9f2af3-1ca7-4833-98dc-4235c4391d89", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.35, "y": 0.12 }, "kind": "title", "text": "YTD 2Q 2021 Reported FCF to Normalized Stage I FCF Bridge ($M)", "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 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ce01027-e8dd-4072-9147-4bc3bb2986fb", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.07, "y": 0.15 }, "kind": "title", "text": "Significant Stage I normalized free cash flow", "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 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "964f2764-500c-422a-9269-9456edcb6e02", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "874f9c5d-8933-46f6-929d-2ffb8469eb63", "evidence": "Waterfall chart showing Free Cash Flow ($3.3M) + Offtake Paydown ($22.9M) + Growth Capex ($42.8M) + Deal Costs ($1.3M) = Norm. Stage I Free Cash Flow ($70.3M)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.219851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "3baa8cae-f3e9-4c40-b3e7-4617901f6a02", "evidence": "The chart visually bridges a starting value to an ending value through additive components.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:16.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Evidence", "beatId": "c56112cc-a238-42e1-835c-a1e006089c4e", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 14, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8b99f0d9-4a0d-4583-a045-5cebaba8ef72", "evidence": "The deck presents MP Materials' operational execution and revenue growth.", "position": 1, "objective": "Showcase MP Materials' potential for rapid revenue and earnings growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:57:10.927653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "evidence", "title": "The chart illustrates a process improvement (roasting) leading to higher output and selective rejection of cerium.", "function": "analyze_data", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 5, "textChars": 629, "nDataPoints": 2, "notes": "The chart illustrates a process improvement (roasting) leading to higher output and selective rejection of cerium.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.946+00", "seconds": 3.086, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/18", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-18", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.28, "x": 0.65, "y": 0.16 }, "kind": "chart", "text": "Refined REO Volumes (MT) comparison between Molycorp Maximum and MP Materials 2023E", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66a86fd6-ba2f-4345-a164-0646f91ca81a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.42, "x": 0.06, "y": 0.71 }, "kind": "diagram", "text": "Mining Processing -> Refining Separation -> Metal Making Alloying -> Magnet Making", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ac07552-3fd9-4612-b9a9-fad3444ecd23", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.06, "y": 0.42 }, "kind": "list", "text": "Optimization project adds back roasting into the refining process, which previously drove decades of success at Mountain Pass. Roasting leverages the inherent benefits of the ore body, significantly lowering costs while improving reliability and reducing the environmental footprint. Higher recoveries of NdPr at lower cost maximizes the upside earnings potential from growth in electrification", "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 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1324812-f36b-4957-93e1-2c5931622617", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.12, "x": 0.67, "y": 0.34 }, "kind": "source-note", "text": "3.6x NdPr (estimated)", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "783ce6d0-965e-4db0-ac9f-b1005552f2b3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.06, "y": 0.19 }, "kind": "title", "text": "Stage II – In Process Separated Rare Earth Oxides", "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 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b183c493-ab8c-4d4e-8e73-c30b6895cd84", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a79ed0b6-6b85-4f4c-ba42-f0ae00f638fb", "evidence": "Compares historical Molycorp performance with projected MP Materials performance to show improvement.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "setup", "title": "The chart is a classic cost curve (waterfall-style) used to demonstrate competitive advantage.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 3, "textChars": 211, "nDataPoints": 1, "notes": "The chart is a classic cost curve (waterfall-style) used to demonstrate competitive advantage.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.254+00", "seconds": 2.351, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/19", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-19", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.7, "x": 0.25, "y": 0.2 }, "kind": "chart", "text": "Operational ordered cost curve ($/kg REO) for major producers (real 2020$)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ba818da-006a-409b-b0c2-b6519ba2afef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "1 CRU Updated Rare Earths Market Study, January 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64aa7b54-e3cf-45cf-8993-78b1e1d2d0db", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.05, "y": 0.2 }, "kind": "title", "text": "MP Materials expects to be the lowest cost rare earth materials producer in the world", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d4c0d87-5a62-4d0f-a82b-99d924dfcb2a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4a3560af-d28f-4217-bdd5-7d19e02b37e5", "evidence": "Operational ordered cost curve ($/kg REO) for major producers (real 2020$)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.348552+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "40fd7a0d-52fc-485a-a3c4-a36e94300d99", "evidence": "Operational ordered cost curve for major producers", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:14.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "cost-curve" } ], "arcBeats": [ { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "resolution", "title": "The slide uses a horizontal process flow to illustrate vertical integration.", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 304, "nDataPoints": 0, "notes": "The slide uses a horizontal process flow to illustrate vertical integration.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.945+00", "seconds": 2.988, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/20", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-20", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.67, "x": 0.21, "y": 0.63 }, "kind": "diagram", "text": "Mining Processing -> Refining Separation -> Metal Making Alloying -> Magnet Making -> End Products", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.945+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3ceaf6c-5b07-4b5e-b6ab-99f5480b0232", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.23, "x": 0.67, "y": 0.25 }, "kind": "image", "text": "Customer logos including Toyota, GE, Ford, GM, Toshiba, Boston Dynamics, Lockheed Martin, Tesla, Rivian, Boeing, Mercedes, Siemens, Nidec, Fanuc", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.945+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7a141df-2951-4d12-ac3e-8cde64744452", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.06, "y": 0.2 }, "kind": "title", "text": "MP has a strategy to become a fully-integrated market champion", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.945+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f836ad6-7b89-4648-b823-de006c4cfd9b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8e98dc5b-832d-48a6-bf72-4acadb449ca1", "evidence": "The slide depicts the sequential stages of production from raw material to end product.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:56:14.945+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "value-chain" } ], "arcBeats": [ { "to": 20, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "c6a185d2-567b-48b8-914f-a5ab9161d85f", "matchId": "15e5ba67-2948-4532-9b3f-cbb657c891db", "beatType": null, "evidence": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 6, "textChars": 709, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.033+00", "seconds": 2.979, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/21", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-21", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.7, "x": 0.15, "y": 0.35 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "deb9d382-2ac7-4fed-be9e-73fc41a00edd", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.52, "y": 0.5 }, "kind": "list", "text": "ALIGNMENT: MP Materials is led by owner-operators with aligned incentives and a strong track record of execution", "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 09:56:15.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69595812-085c-4160-9a56-199a52ccfacf", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.3, "y": 0.5 }, "kind": "list", "text": "CAPITAL: With approximately $1.7B of capital invested in state-of-the-art production facilities and a fully-funded, three-stage strategy, we believe we can capitalize on this opportunity", "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 09:56:15.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76b2bc09-f462-49d4-b2b5-4d1a5f12b36e", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.08, "y": 0.5 }, "kind": "list", "text": "RESOURCE: MP Materials has one of the highest-grade rare earth ore bodies and what we believe is the greenest rare earth mining and processing operation globally", "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 09:56:15.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "967010b4-a1b0-4e3b-9e73-6be8aa3b55e0", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.74, "y": 0.5 }, "kind": "list", "text": "EXPERTISE: Our engineering and operations team has decades of rare earth expertise, producing world-class uptime and yields with an industry leading cost profile", "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 09:56:15.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c5408e7-1746-4518-ac1f-394a08c545c4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.15, "y": 0.1 }, "kind": "title", "text": "MP Materials' Mission is to restore the full rare earth supply chain to the United States", "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 09:56:15.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a2103b5-d45f-4092-908b-34b430609738", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 20, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:14.537+00", "seconds": 1.815, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/22", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-22", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.13, "x": 0.435, "y": 0.075 }, "kind": "image", "text": "MP Materials", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:14.537+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "491f43b9-bc16-40cb-b950-3b651218c6bb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.18, "x": 0.41, "y": 0.45 }, "kind": "title", "text": "Appendix", "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 09:56:14.537+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d0922eb-8c60-4919-aca3-7f990fe2e9c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "analysis", "title": "The table presents financial data in thousands, unaudited.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 2, "textChars": 94, "nDataPoints": 42, "notes": "The table presents financial data in thousands, unaudited.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.127+00", "seconds": 2.379, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/23", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-23", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.685, "w": 0.642, "x": 0.178, "y": 0.208 }, "kind": "table", "text": "MP MATERIALS CORP. AND SUBSIDIARIES CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.127+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "129c2868-fd14-4684-bb0d-581f8afd0492", "parentComponentId": null }, { "bbox": { "h": 0.145, "w": 0.195, "x": 0.058, "y": 0.068 }, "kind": "title", "text": "Summary P&L", "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 09:56:15.127+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "689fd78c-55da-4595-877b-ca6fafc6372b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "The slide includes seven numbered footnotes explaining specific line items in the reconciliation.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 346, "nDataPoints": 39, "notes": "The slide includes seven numbered footnotes explaining specific line items in the reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:18.071+00", "seconds": 5.319, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/24", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-24", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.89, "x": 0.058, "y": 0.84 }, "kind": "subtitle", "text": "1. Principally included in 'General and administrative' ... 7. Principally represents a non-cash gain recognized as a result of the Small Business Administration's approval to forgive the Paycheck Protection Loan.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:18.071+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7455ec21-ed06-45e9-b881-425d0e6e715d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.66, "x": 0.17, "y": 0.22 }, "kind": "table", "text": "Reconciliation table with columns for June 30 2021, June 30 2020, and March 31 2021", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:18.071+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ecc01bd-b4ca-4a97-b2d0-fbd54596740f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.058, "y": 0.075 }, "kind": "title", "text": "Reconciliation", "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 09:56:18.071+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95454d6c-4fec-4e76-902d-af23a2846474", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.53, "x": 0.058, "y": 0.125 }, "kind": "title", "text": "Net Income (Loss) to Adjusted EBITDA", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:18.071+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e75308b7-ecd3-4036-81d8-71f79a29efcb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "Standard financial reconciliation table with numbered footnotes explaining adjustments.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 3, "textChars": 249, "nDataPoints": 33, "notes": "Standard financial reconciliation table with numbered footnotes explaining adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.43+00", "seconds": 2.543, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/25", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-25", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.21, "w": 0.952, "x": 0.024, "y": 0.75 }, "kind": "subtitle", "text": "1. Principally includes the depletion associated with the mineral rights... 9. Tax impact of adjustments above...", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.43+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34952fdc-c9fd-4892-a45d-f25e765c6ebc", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.798, "x": 0.202, "y": 0.235 }, "kind": "table", "text": "Reconciliation table showing Net Income (Loss) and adjustments for three periods.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.43+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "841320d1-ce07-4b91-b0a3-f7e1b625b169", "parentComponentId": null }, { "bbox": { "h": 0.183, "w": 0.646, "x": 0.058, "y": 0.075 }, "kind": "title", "text": "Reconciliation Net Income (Loss) to Adjusted Net Income", "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 09:56:15.43+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "024b47f9-d960-4259-b1b5-69b14be26dd5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "setup", "title": "The slide uses a standard financial bridge format to explain the variance between operating cash flow and adjusted EBITDA.", "function": "show_valuation_bridge", "rawType": "valuation_reveal", "block": null, "metadata": { "slideType": "valuation_reveal", "slideTypeCanon": { "name": "Valuation reveal", "slug": "valuation_reveal", "status": "active", "canonId": "019de52d-11ad-7735-8b3c-1701af31f382", "version": 1, "description": null }, "function": "show_valuation_bridge", "functionCanon": { "name": "Show valuation bridge", "slug": "show_valuation_bridge", "status": "active", "canonId": "019de52d-1883-716e-9dec-4981e70b840a", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 547, "nDataPoints": 9, "notes": "The slide uses a standard financial bridge format to explain the variance between operating cash flow and adjusted EBITDA.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.844+00", "seconds": 2.557, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/26", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-26", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.86, "x": 0.07, "y": 0.25 }, "kind": "chart", "text": "Waterfall chart showing cash flow adjustments", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb1820f9-e084-4a78-8e5c-338f0e99ea43", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.96, "x": 0.02, "y": 0.92 }, "kind": "disclaimer", "text": "1. All figures in millions\n2. See “Use of Non-GAAP Financial Measures” for definition and further information. See Slide 21 for a reconciliation to the most comparable metric prepared in accordance with U.S. GAAP.\n3. Deal Costs & One-Time Items consists primarily of costs related to the secondary equity offering, which was completed contemporaneously with the Convertible Notes offering in March 2021, and the redemption of the Company’s public warrants in May and June 2021.", "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 09:56:15.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5539b6c0-05b8-490c-b384-989fc837cc6c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.058, "y": 0.075 }, "kind": "title", "text": "YTD 2021 Cash Flow Bridge", "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 09:56:15.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17e102fa-17e7-47d8-86ca-f4393f3db7cb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fbe2aa59-f25c-44d5-8554-8d22e44daba3", "evidence": "Waterfall chart showing cash flow adjustments", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:19:23.657527+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b3cca032-42f7-496b-a2d8-2264b8a30f0a", "evidence": "The slide explicitly presents a financial bridge/waterfall chart.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:56:15.844+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "analysis", "title": "The slide provides a detailed breakdown of adjustments to GAAP operating cash flow for the six months ended June 30, 2021.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 563, "nDataPoints": 14, "notes": "The slide provides a detailed breakdown of adjustments to GAAP operating cash flow for the six months ended June 30, 2021.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:16.69+00", "seconds": 3.283, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/27", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-27", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.96, "x": 0.02, "y": 0.93 }, "kind": "disclaimer", "text": "1. Referred to previously as Offtake Paydown. Under the terms of the A&R Offtake Agreement and pursuant to the accounting treatment thereof, we recognized $22.9 million of non-cash revenue during the six months ended June 30, 2021, which was retained by Shenghe to reduce our outstanding debt obligation. Accordingly, such amount is excluded from operating cash flows under GAAP.", "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 09:56:16.69+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77a6b707-1f57-4920-84d5-f395ff6e19df", "parentComponentId": null }, { "bbox": { "h": 0.553, "w": 0.553, "x": 0.223, "y": 0.308 }, "kind": "table", "text": "Reconciliation table showing GAAP to Non-GAAP adjustments for the six months ended June 30, 2021.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.69+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8aeb36e-b4a0-4c35-b726-193fc901359d", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.268, "x": 0.058, "y": 0.068 }, "kind": "title", "text": "Reconciliations", "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 09:56:16.69+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba2a372a-722b-4d5f-81e3-5257d6477239", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.675, "x": 0.058, "y": 0.125 }, "kind": "title", "text": "Net Cash Provided by Operating Activities to Non-GAAP Financial Measures", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.69+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c04dfe9-0c11-4266-acb1-8d3db4506a9a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f4eb093d-9887-41ad-ae4e-168f4d09ef0f", "evidence": "Reconciliation table showing GAAP to Non-GAAP adjustments for the six months ended June 30, 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.603615+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "analysis", "title": "The table reconciles Product Sales to Total Value Realized, then divides by sales volume to arrive at the KPI.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 3, "textChars": 413, "nDataPoints": 24, "notes": "The table reconciles Product Sales to Total Value Realized, then divides by sales volume to arrive at the KPI.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:16.412+00", "seconds": 2.979, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/28", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-28", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.068, "w": 0.885, "x": 0.018, "y": 0.892 }, "kind": "source-note", "text": "1. Represents the difference between the contractual amount realized by Shenghe Resources... 2. The amounts for the three months ended... 3. See 'Use of Non-GAAP Financial Measures'... 4. May not recompute as presented due to rounding.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "366b6bf4-4dfa-40d3-9ffb-3db42de75735", "parentComponentId": null }, { "bbox": { "h": 0.485, "w": 0.614, "x": 0.193, "y": 0.33 }, "kind": "table", "text": "Reconciliation table showing Product Sales, adjustments, Total Value Realized, REO sales volume, and Realized price per REO MT.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:16.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f96b53-1e70-4987-902a-b5895d9d3ea6", "parentComponentId": null }, { "bbox": { "h": 0.145, "w": 0.475, "x": 0.058, "y": 0.068 }, "kind": "title", "text": "KPI – Realized Price Reconciliation and Calculation", "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 09:56:16.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40a35342-01f5-47c0-87af-385b2c9e0b1a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9dbfb88a-7bfc-4966-bf26-87fca5e07168", "evidence": "Reconciliation table showing Product Sales, adjustments, Total Value Realized, REO sales volume, and Realized price per REO MT.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.670524+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "analysis", "title": "The slide provides a non-GAAP reconciliation of production costs, adjusting for stockpiles, stock-based compensation, and shipping/freight.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 490, "nDataPoints": 24, "notes": "The slide provides a non-GAAP reconciliation of production costs, adjusting for stockpiles, stock-based compensation, and shipping/freight.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.584+00", "seconds": 2.142, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/29", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-29", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.45, "x": 0.02, "y": 0.91 }, "kind": "disclaimer", "text": "1. Excluding depreciation, depletion and amortization. 2. Pertains only to the amount of stock-based compensation expense included in cost of sales (as opposed to general and administrative). 3. See “Use of Non-GAAP Financial Measures” for definition and further information. 4. May not recompute as presented due to rounding.", "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 09:56:15.584+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "759be859-9114-4e7d-8696-ceb105157b08", "parentComponentId": null }, { "bbox": { "h": 0.465, "w": 0.605, "x": 0.195, "y": 0.335 }, "kind": "table", "text": "Reconciliation table showing Cost of sales, adjustments, and final Production Cost per REO MT for three periods.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.584+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cda9adf2-4c97-442c-ac46-2a55f7050bee", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.48, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "KPI – Production Cost Reconciliation and Calculation", "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 09:56:15.584+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3becc12-a000-4cd7-8ea0-c4c2b36813e9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0eb42faf-e73c-4cc1-b085-ccc2d2f149d8", "evidence": "Reconciliation table showing Cost of sales, adjustments, and final Production Cost per REO MT for three periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.737762+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "setup", "function": "summarize", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 21, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:56:15.525+00", "seconds": 2.071, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-e822-712c-8ff8-8d3b859b7286/30", "deck": "/decks/019de511-e822-712c-8ff8-8d3b859b7286", "deckAnchor": "/decks/019de511-e822-712c-8ff8-8d3b859b7286#slide-30", "deckJson": "/decks/019de511-e822-712c-8ff8-8d3b859b7286.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.13, "x": 0.435, "y": 0.074 }, "kind": "image", "text": "MP Materials", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:56:15.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2629627e-75c4-4310-90b1-ad395c0dba19", "parentComponentId": null }, { "bbox": { "h": 0.084, "w": 0.204, "x": 0.398, "y": 0.458 }, "kind": "title", "text": "Thank You", "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 09:56:15.525+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "362cf11c-c7f7-4e98-bc22-bb5c53427677", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "deb8b8cd-5938-4afb-a938-83c81100b927", "evidence": "Thank You", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:19:23.805455+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Setup", "description": "The deck starts with an industry overview and a thesis headline, setting the stage for the presentation." }, { "from": 8, "to": 9, "label": "Complication", "description": "The deck highlights the NdPr supply gap and the growth across the electrification supply chain, presenting a clear complication." }, { "from": 10, "to": 17, "label": "Evidence", "description": "The deck provides various evidence, including key messages, operational execution, and revenue growth, to support MP Materials' solution." }, { "from": 13, "to": 20, "label": "Solution", "description": "The deck presents MP Materials' business overview, executive summary, and strategy to become a fully-integrated market champion." } ], "loops": [ { "from": 8, "to": 9, "label": "Cost Of Inaction", "description": "Highlight the cost of inaction in addressing the NdPr supply gap" }, { "from": 14, "to": 17, "label": "Quick Win Big Bet", "description": "Showcase MP Materials' potential for rapid revenue and earnings growth" } ] }