{
  "docId": "019dd923-5ca1-7489-b635-827bc8d6204c",
  "docSlug": "7561802f6a67abba",
  "documentTitle": "US Natural Gas Future Standalone",
  "authorId": "BCG",
  "authorName": "BCG",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 14,
  "pageCount": 31,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "industry_trends",
  "function": "quantify_impact",
  "density": "overcrowded",
  "nDataPoints": 44,
  "notes": "The chart shows a shift toward larger facilities over time. Note: The title mentions 2040, but the chart data only goes up to 2030.",
  "elementsJson": [
    "headline_text",
    "bar_chart_stacked",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-827bc8d6204c/14",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-827bc8d6204c",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-827bc8d6204c.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-827bc8d6204c#slide-14",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.18,
        "x": 0.77,
        "y": 0.22
      },
      "kind": "callout",
      "text": "Data shown does not include enterprise segment",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d1c0fc26-8b95-4d83-a304-41943e254b57",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Newer data centers skew in favor of larger facilities with higher power density (kW per rack) for AI servers; 20 additional ultralarge campuses (>500 MW) are expected to go online by 2040",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-acb9-741a-8346-e64d744c2629",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.8,
        "x": 0.13,
        "y": 0.35
      },
      "kind": "chart",
      "text": "Stacked bar chart showing power demand (GW) by facility size from 2020 to 2030",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4af0af49-a178-4db6-9164-1bbe992d55ca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Sources: DC Hawk 2025 refresh; market participant interviews; BCG analysis. Note: kW = kilowatt; MW = megawatt; GW = gigawatt. Because of rounding, not all percentages add up to 100%.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "86c7ba4e-9935-49f6-aa11-176d140e608a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.25,
        "y": 0.82
      },
      "kind": "legend",
      "text": "Data center facility size (MW): <50, 50-199, 200-499, 500+",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6ca965cd-81ad-493e-83e6-8d0fb89dfa9f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Power demand: 50%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-acb9-741a-8346-e943b14a0a22",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "By 2040, data campuses that each consume over 200 MW a year will drive over 50% of the demand for power from US data centers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0df86136-2aa6-4163-9151-30fc039a4a8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "title",
      "text": "Projected power demand from hyperscaler and co-location provider US data centers (GW)",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5b6fea9e-4952-4421-b062-b0dc9c282288",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Power demand",
      "numberRaw": "50%",
      "numberKind": "percent",
      "actionTitle": "By 2040, data campuses that each consume over 200 MW a year will drive over 50% of the demand for power from US data centers",
      "calloutText": "Newer data centers skew in favor of larger facilities with higher power density (kW per rack) for AI servers; 20 additional ultralarge campuses (>500 MW) are expected to go online by 2040",
      "numberScale": null,
      "numberValue": 50,
      "metricFamily": "other",
      "numberCurrency": null
    }
  ],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-163f-72bd-8a08-0200c1e676c7",
      "evidence": "Title: 'data campuses ... will drive over 50% of the demand'.",
      "confidence": 95
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "b3d1cf04-b8b9-4fb4-b8ff-c004c87d191f",
      "evidence": "chart/bar-stacked: Stacked bar chart showing power demand (GW) by facility size from 2020 to 2030",
      "confidence": 0.7
    },
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-163f-72bd-8a08-04f9333079ec",
      "evidence": "Callout converts forecast into '20 additional ultralarge campuses' so-what.",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 21,
      "from": 10,
      "beatId": "019dd95a-0702-74a3-87e3-8bcd0bfd1a52",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Problem & Complication",
      "beatSlug": "consultants-gambit-problem-complication",
      "evidence": "Demand trifecta (pp.10-15) plus three constraints and value-chain inadequacy (pp.19-21).",
      "position": 2,
      "confidence": 92,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    },
    {
      "to": 15,
      "from": 3,
      "beatId": "019dd95a-0702-74a3-87e3-9ba0b898dbea",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Boom evidence and demand drivers establish what is happening.",
      "position": 1,
      "confidence": 60,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 15,
      "from": 11,
      "name": "Mece Breakdown",
      "slug": "40-mece-breakdown",
      "bestFor": "Problem structuring, ensuring completeness, strategic analysis",
      "matchId": "019dd95a-088c-724c-b30f-a34ed1135a6b",
      "evidence": "p.11 names three uses (exports, electricity, industrial); pp.12-14 zoom into each; p.15 projects the boom.",
      "position": 2,
      "objective": "Decompose demand into three drivers then size each",
      "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage",
      "confidence": 80,
      "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}