{ "docId": "019dd923-5ca1-7489-b635-7c7f95dc2833", "docSlug": "717a4a3b9695902b", "documentTitle": "US Natural Gas Future", "authorId": "BCG", "authorName": "BCG", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 7, "pageCount": 19, "prevPage": 6, "nextPage": 8, "slideType": "market_landscape", "function": "analyze_data", "density": "overcrowded", "nDataPoints": 25, "notes": "Contains two distinct sections: global reserve/cost comparison and US productivity trends.", "elementsJson": [ "marimekko", "bar_chart_vertical", "bar_chart_grouped", "line_chart" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-5ca1-7489-b635-7c7f95dc2833/7", "deckHref": "/decks/019dd923-5ca1-7489-b635-7c7f95dc2833", "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-7c7f95dc2833.json", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-7c7f95dc2833#slide-7", "components": [ { "bbox": null, "kind": "callout", "text": "US energy companies have boosted their productivity in the past five years", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd951-acb8-762a-a745-fdd515223b1b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.28, "x": 0.06, "y": 0.52 }, "kind": "chart", "text": "Gas production and HH price", "attrs": null, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "47f05010-65a3-475d-b458-6b1c42de406a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.38, "x": 0.55, "y": 0.15 }, "kind": "chart", "text": "Associated gas proven reserves", "attrs": null, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c2942bfb-89ed-4936-a4b9-4a07945df0ef", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.28, "x": 0.66, "y": 0.52 }, "kind": "chart", "text": "Production per rig per day", "attrs": null, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "498af464-fd14-4f33-a525-6a0e46739186", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.28, "x": 0.36, "y": 0.52 }, "kind": "chart", "text": "Number of L48 gas rigs", "attrs": null, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "df90aceb-4e71-4c9e-aff9-afe858d3d652", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.45, "x": 0.06, "y": 0.15 }, "kind": "chart", "text": "Breakeven cost vs Proven gas reserves", "attrs": null, "subkind": "marimekko", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "57636e88-6f99-4d02-972d-3839aa3a3143", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.36 }, "kind": "disclaimer", "text": "Sources: Rystad energy; BCG analysis. Notes: Associated gas formations can have much lower breakeven points than shown...", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "544c8d3d-da05-47ea-83cf-cf8e8515b00c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.74 }, "kind": "disclaimer", "text": "Sources: Baker Hughes rig count; EIA; BCG analysis. Notes: bcf = billion cubic feet; Btu = British thermal unit...", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fc3ca1b8-5664-4617-aa87-def8886db1e7", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "Gas production: 178 tcf", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd951-acb8-762a-a746-03fe1eeb8e98", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.42 }, "kind": "title", "text": "US energy companies have boosted their productivity in the past five years", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d21ce74c-428a-4ee7-abcc-c14a46aa9bea", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "North America's gas basins closely rival those in the Middle East in terms of costs and reserves, which will ensure continued exports and energy security", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d292fbf4-dbbb-46d4-b3e1-07e231faed11", "frameworkName": null, "frameworkSlug": null } ], "metrics": [ { "metricRaw": "Gas production", "numberRaw": "178 tcf", "numberKind": "plain", "actionTitle": "North America’s gas basins closely rival those in the Middle East in terms of costs and reserves, which will ensure continued exports and energy security", "calloutText": "US energy companies have boosted their productivity in the past five years", "numberScale": null, "numberValue": 178, "metricFamily": "other", "numberCurrency": null } ], "tools": [ { "name": "Action Titles", "slug": "action-titles", "agent": "Architect", "layer": "slide", "matchId": "019dd95a-1575-7358-970f-cba03896ba7c", "evidence": "Title quotes the conclusion: gas basins 'rival those in the Middle East'.", "confidence": 85 }, { "name": "Concrete Language", "slug": "concrete-language", "agent": "Storyteller", "layer": "slide", "matchId": "019dd95a-1575-7358-970f-cddfd4c42d33", "evidence": "Specific: '178 tcf' reserves; 5-year productivity boost.", "confidence": 70 } ], "frameworks": [], "arcBeats": [ { "to": 9, "from": 2, "beatId": "019dd95a-0702-74a3-87e3-47c492dd7fd5", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Industry context, superpower rise, demand trifecta charts (p5-9).", "position": 1, "confidence": 88, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 9, "from": 5, "beatId": "019dd95a-0702-74a3-87e3-5bce01a5b1d0", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Production/consumption/demand charts establish the facts.", "position": 1, "confidence": 60, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "loops": [ { "to": 9, "from": 5, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-088c-724c-b30f-72f6b14d80ec", "evidence": "Production lead (p5-7) + demand trifecta (p8) + data-center demand (p9) all converge on 'demand keeps rising'.", "position": 2, "objective": "Stack independent evidence streams to prove a structural gas boom", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 82, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }