{
  "docId": "019dd923-5ca1-7489-b638-0356a0f80391",
  "docSlug": "bf11fb5514698fcd",
  "documentTitle": "Constraints to growth: supply chain risks facing renewables Presentation",
  "authorId": "LEK",
  "authorName": "L.E.K.",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 7,
  "pageCount": 11,
  "prevPage": 6,
  "nextPage": 8,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 2,
  "notes": "Slide 7 of an L.E.K. deck.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "quote_block",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b638-0356a0f80391/7",
  "deckHref": "/decks/019dd923-5ca1-7489-b638-0356a0f80391",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b638-0356a0f80391.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-0356a0f80391#slide-7",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "89% of solar firms reported difficulties finding qualified applicants in 2021, and given the age of the workforce (25% over 55) and projected demand growth, the labor shortage is expected to worsen.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-c7cb-728d-8e7a-b79c0a3c9b62",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.22,
        "x": 0.03,
        "y": 0.21
      },
      "kind": "list",
      "text": "There is a labor shortage at EPCs; Projects can find EPCs to complete projects, but are expanding their vendor lists; There is time to find EPCs within the solar project timeline",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0376d982-488c-4a5a-b0d3-f28161bdc58a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.26,
        "y": 0.21
      },
      "kind": "paragraph",
      "text": "89% of solar firms reported difficulties finding qualified applicants in 2021, and given the age of the workforce (25% over 55) and projected demand growth, the labor shortage is expected to worsen",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cb760694-1862-4da9-af77-6cfa0b03775f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.72,
        "x": 0.26,
        "y": 0.43
      },
      "kind": "paragraph",
      "text": "The market for EPCs is fragmented, and while the top tier EPCs are at capacity, there are still smaller EPCs available, making delays unlikely",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ddd6d92a-60ae-4281-a858-26046466a871",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.26,
        "y": 0.62
      },
      "kind": "paragraph",
      "text": "Given that it takes at least two years to get through the interconnection queue, developers & EPCs have time; EPCs are more efficient plus are developing training centers, planning for new staff, and training the coal industry",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f31bb871-0264-4d51-8892-f4f8ee6b9be0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.26,
        "y": 0.79
      },
      "kind": "quote",
      "text": "We're looking into high schools to find people and train them up, and also looking at those who are currently working in coal to reskill them. We have avenues to be able to source more labor... Executive, Asset Owner",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1f1e6565-01fa-4b3c-867e-93cf675e7b38",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.26,
        "y": 0.34
      },
      "kind": "quote",
      "text": "We know it's a problem, and there is regionality element to this, in some areas of the country, we still have resources in Texas and California that we can pull from...: Senior VP, EPC",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3a00376c-cb39-421d-83b4-1c055dc09285",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.72,
        "x": 0.26,
        "y": 0.71
      },
      "kind": "quote",
      "text": "Developers generally submit the interconnection proposal without an EPC firm and then hire a consulting firm that finds the EPC. So, they don't need an EPC initially, but they'll be ready to go by the time the interconnection queue delays are solved ... Former executive, Asset Owner",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f01b7883-f328-49f0-9cdc-dcd8cea4e190",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.72,
        "x": 0.26,
        "y": 0.29
      },
      "kind": "quote",
      "text": "The first holistic problem is that there are just not enough skilled workers to perform all of the work ... Executive, EPC",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fb3385fe-deba-4593-b03c-a82a29a20b09",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.72,
        "x": 0.26,
        "y": 0.5
      },
      "kind": "quote",
      "text": "Solar development has grown past the capacity of the large, tier 1 EPCs, but there are smaller EPCs out there. These tier 2 and tier 3 EPCs are less sophisticated and less equipped to handle unanticipated things, but you won't often see developers wait. Not saying it won't happen, but the sooner you can get the project online the better ... Development Manager, Leading US Solar Developer",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fe93964e-9b87-481a-aef3-be024d04e9af",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "The first holistic problem is that there are just not enough skilled workers to perform all of the work ... — Executive, EPC",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd951-c7cb-728d-8e7a-b98b149ad982",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.48,
        "x": 0.03,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Renewable Energy World; Solar Builder; Interstate Renewable Energy Council; L.E.K. research and analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7cdacb45-ae91-4247-ab8d-668836c6951f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.96,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "EPC labor shortages have presented challenges for developers, but companies are managing by expanding the list of EPCs used and companies cite the long project timelines provide flexibility to find EPC labor",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f95c0566-d640-423f-9aca-818048de976b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de7de-fa39-7648-ba21-3f824dd42e43",
      "evidence": "Compound title: shortage exists but managed via EPC list expansion",
      "confidence": 90
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019de7de-fa84-703c-8c3e-cf5fa99cb06a",
      "evidence": "89% of solar firms statistic anchors point",
      "confidence": 80
    },
    {
      "name": "Credibility Transfer",
      "slug": "credibility-transfer",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019de7de-fa5f-742e-bd43-8d9c50331065",
      "evidence": "EPC executive verbatim quote",
      "confidence": 85
    },
    {
      "name": "Emotional Appeal",
      "slug": "emotional-appeal",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019de7de-faaa-735e-a0e1-d9f8fb3078fc",
      "evidence": "Aging workforce framing creates urgency",
      "confidence": 60
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 9,
      "from": 5,
      "beatId": "019de7de-f0df-7158-bdf5-0f2d70a40509",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": null,
      "evidence": "Per-constraint deep dives plus heatmap synthesis",
      "position": 4,
      "confidence": 78,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 9,
      "from": 5,
      "beatId": "019de7de-f207-766f-b025-e1e661c60e58",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": null,
      "evidence": "Three constraint diagnoses and risk heatmap",
      "position": 2,
      "confidence": 65,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 9,
      "from": 4,
      "name": "Issue Tree",
      "slug": "43-issue-tree",
      "bestFor": "Problem structuring, project scoping, complex analysis",
      "matchId": "019de7de-f276-70ea-ae54-a93b1899faea",
      "evidence": "Solar framing (p4), interconnection (p5-6), labor (p7), equipment (p8), heatmap synthesis (p9)",
      "position": 2,
      "objective": "Decompose the constraint question into three sub-questions and synthesize answer",
      "structure": "The Key Question -> Sub-Question A -> Sub-Question B -> Sub-Question C -> Synthesized Answer",
      "confidence": 80,
      "description": "Break a key question into sub-questions until you reach answerable, actionable pieces"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}