{
  "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": 9,
  "pageCount": 22,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "problem_statement",
  "function": "diagnose",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "The slide highlights the competitive disadvantage caused by the energy price gap between the EU and US.",
  "elementsJson": [
    "headline_text",
    "bar_chart_100pct",
    "line_chart",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b633-cf4d3a25e55c/9",
  "deckHref": "/decks/019dd923-5ca1-7489-b633-cf4d3a25e55c",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b633-cf4d3a25e55c.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b633-cf4d3a25e55c#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.3,
        "x": 0.67,
        "y": 0.75
      },
      "kind": "callout",
      "text": "High gas prices remain a disadvantage for European manufacturers further burdening competitiveness on a global level",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2385caf9-5170-4501-b618-7091274e3548",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.05,
        "y": 0.33
      },
      "kind": "chart",
      "text": "Energy consumption of European chemical industry",
      "attrs": null,
      "subkind": "bar-stacked-100pct",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5c0ce16f-e15c-4a58-8ba0-896045a64d59",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.6,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "chart",
      "text": "Energy Consumption of EU 27 chemical industry [600 TWh in 2021]",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "00f82ed2-3add-433c-9a1c-2932713d0d3a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.3,
        "x": 0.67,
        "y": 0.25
      },
      "kind": "list",
      "text": "80% of energy consumption of chemical industry and its costs linked to natural gas pricing. With beginning of the Ukraine war, Dutch TTF spiked tremendously – US Henry Hub increased at a much smaller magnitude. In 2023, European gas price levels stabilized but continued to remain on a higher level compared to the US",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f6869e5a-fad7-465e-a63c-8a08d497f311",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Natural gas price: 80%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-a674-768f-a07f-5819a2cb8ad2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: CEFIC; Alvarez & Marsal",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1514424b-ed65-4949-877e-8d8a3fa5d1d8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.1
      },
      "kind": "title",
      "text": "European manufacturers face an increasing competitive disadvantage based on high and fluctuating prices of natural gas (almost 80% of energy costs driven by natural gas)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d7366723-8c65-4a0d-98a2-0bd391aa6806",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Natural gas price",
      "numberRaw": "80%",
      "numberKind": "percent",
      "actionTitle": "European manufacturers face an increasing competitive disadvantage based on high and fluctuating prices of natural gas (almost 80% of energy costs driven by natural gas)",
      "calloutText": "High gas prices remain a disadvantage for European manufacturers further burdening competitiveness on a global level",
      "numberScale": null,
      "numberValue": 80,
      "metricFamily": "other",
      "numberCurrency": null
    }
  ],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a95b-397f10906cfa",
      "evidence": "Title states 'almost 80% of energy costs driven by natural gas'",
      "confidence": 90
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1055-74e0-a95b-3d21991da470",
      "evidence": "Specific 80% statistic anchors the competitive-cost claim",
      "confidence": 70
    },
    {
      "name": "Problem Statement Canvas",
      "slug": "problem-statement-canvas",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "769a05eb-3207-484a-abad-06c0c417e44a",
      "evidence": "European manufacturers face an increasing competitive disadvantage based on high and fluctuating prices of natural gas (almost 80% of energy costs driven by natural gas)",
      "confidence": 0.7
    }
  ],
  "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
}