{
  "docId": "019dd923-5ca1-7489-b633-cf4d3a25e55c",
  "docSlug": "4c918a9a3c4caeef",
  "documentTitle": "A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024!",
  "authorId": "AlvarezMarsal",
  "authorName": "Alvarez & Marsal",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 7,
  "pageCount": 22,
  "prevPage": 6,
  "nextPage": 8,
  "slideType": "kpi_dashboard",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 14,
  "notes": "The slide uses a dual-axis style chart with annotations for 'Inflation driven' and 'Interest driven' events.",
  "elementsJson": [
    "headline_text",
    "line_chart",
    "data_table",
    "callout_box",
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b633-cf4d3a25e55c/7",
  "deckHref": "/decks/019dd923-5ca1-7489-b633-cf4d3a25e55c",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b633-cf4d3a25e55c.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b633-cf4d3a25e55c#slide-7",
  "components": [
    {
      "bbox": {
        "h": 0.12,
        "w": 0.28,
        "x": 0.67,
        "y": 0.75
      },
      "kind": "callout",
      "text": "Depressed confidence and negative outlook continue to be prevalent, thus demand is at best stabilizing at lower level",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b86bf809-6bd4-4552-8601-e8837a224e5d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.68,
        "w": 0.58,
        "x": 0.04,
        "y": 0.22
      },
      "kind": "chart",
      "text": "EU Confidence Indicators, ECB interest rate and EU Inflation [monthly values]",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee28b8e2-caef-4437-99fa-709a296a0d71",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.28,
        "x": 0.67,
        "y": 0.28
      },
      "kind": "list",
      "text": "Consumer confidence was hit early by the rise in inflation and shrinking purchase power – leading to reduced downstream demand across all B2C segments. As inflation continued to stay high, interest rates followed, and subsequently industrial confidence went down.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dc88b568-d654-4ff5-b04a-55b4cf7b93e9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Confidence Indicator",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-a674-768f-a07f-1bc120618ad8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.04,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Note: Average calculated based on equally weighted monthly values for 2003-2023. Source: European Union Confidence indicators; Alvarez & Marsal",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f050c30d-9366-4b12-b5b8-3b826e5c92e1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.04,
        "y": 0.1
      },
      "kind": "title",
      "text": "Confidence indicators for both consumer and industrials are below their 20ys-avg – Other than consumer confidence, industrial confidence continuously worsening",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d225d88d-96b4-4ebb-ba8f-5b13d3002e4f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a95b-322336eeab4e",
      "evidence": "Title states 'industrial confidence continuously worsening'",
      "confidence": 90
    },
    {
      "name": "Storytelling: audience calibration",
      "slug": "audience",
      "agent": "storyteller",
      "layer": "slide",
      "matchId": "6f4d6fe8-ebab-4772-938d-276ced012f1b",
      "evidence": "Confidence indicators for both consumer and industrials are below their 20ys-avg – Other than consumer confidence, industrial confidence continuously worsening",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 11,
      "from": 6,
      "beatId": "019dd95a-0682-776c-8e35-8059a4ededfb",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Problem & Complication",
      "beatSlug": "consultants-gambit-problem-complication",
      "evidence": "Capacity <80%, falling confidence, orderbook decline, energy gap, poly-crisis synthesis",
      "position": 2,
      "confidence": 90,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    },
    {
      "to": 10,
      "from": 5,
      "beatId": "019dd95a-0682-776c-8e35-92720230716f",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Six data slides on share, capacity, confidence, orderbook, energy, perception",
      "position": 1,
      "confidence": 60,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 11,
      "from": 4,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "019dd95a-07fe-70ce-8d3e-83f34983025b",
      "evidence": "p.4 frames 'prolonged downturn requiring rigorous measures'; pp.5-10 stack independent dimensions of decline; p.11 closes with 'fast execution... essential!'",
      "position": 1,
      "objective": "Build urgency by stacking accumulating costs of the European chemicals downturn",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 85,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}