{
  "docId": "019dd923-5ca1-7489-b638-d537c1d356eb",
  "docSlug": "fd153d16e95180b0",
  "documentTitle": "Challenges in Mining Scarcity Opportunity",
  "authorId": "McKinsey",
  "authorName": "McKinsey",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.333,
  "pageNumber": 39,
  "pageCount": 41,
  "prevPage": 38,
  "nextPage": 40,
  "slideType": "market_landscape",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 10,
  "notes": "The slide uses a causal link between supply restriction (left chart) and price volatility (right chart).",
  "elementsJson": [
    "bar_chart_vertical",
    "line_chart",
    "bullet_list",
    "callout_box"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b638-d537c1d356eb/39",
  "deckHref": "/decks/019dd923-5ca1-7489-b638-d537c1d356eb",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b638-d537c1d356eb.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-d537c1d356eb#slide-39",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "In 2010, China tightened export quotas for heavy and light rare earths; in the future: Light quotas could be eliminated as new light REO sources are coming online. Heavy quotas should remain as China does not have enough reserves and few new heavy rare earth sources are coming online in the future.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-d9ee-72ee-8964-a1461246e82f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.42,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "chart",
      "text": "Export quota evolution of rare earth in China",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fed27acd-df55-4a7a-9027-d7fe817f9f0a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.42,
        "x": 0.52,
        "y": 0.12
      },
      "kind": "chart",
      "text": "Prices of dysprosium oxide in China",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ddb74952-9bd3-4063-8415-86f968d11cf5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.68
      },
      "kind": "list",
      "text": "In 2010, China tightened export quotas for heavy and light rare earths; in the future: Light quotas could be eliminated as new light REO sources are coming online; Heavy quotas should remain. If China acts rationally, it will look to maximize profits.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "53231816-f8a6-450a-88d6-3d86218013d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Export quota: -40%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-d9ee-72ee-8964-a66e1c8e7b78",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "SOURCE: MOFCOM, Press search",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8c516036-97ed-44d0-8c51-e85b244b388c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.05,
        "y": 0.03
      },
      "kind": "title",
      "text": "With this relevant position, China controls the current price dynamic",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a19f1d61-72c4-4fa2-b0cb-093422b89837",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Export quota",
      "numberRaw": "-40%",
      "numberKind": "percent",
      "actionTitle": "With this relevant position, China controls the current price dynamic",
      "calloutText": "In 2010, China tightened export quotas for heavy and light rare earths; in the future: Light quotas could be eliminated as new light REO sources are coming online. Heavy quotas should remain as China does not have enough reserves and few new heavy rare earth sources are coming online in the future.",
      "numberScale": null,
      "numberValue": -40,
      "metricFamily": "other",
      "numberCurrency": null
    }
  ],
  "tools": [],
  "frameworks": [
    {
      "name": "causal-chain",
      "slug": null,
      "matchId": "9af4618b-a930-4835-967c-d122e5b8bf9c",
      "evidence": "The slide explicitly links export quota reduction to price peaks via annotations.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 41,
      "from": 25,
      "beatId": "f6e2ce9e-e5da-4a6e-a4ac-d74342b88caf",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": "consultants-gambit-impact-next-steps",
      "evidence": "The presentation concludes with a summary of the key points and a call to action.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 40,
      "from": 37,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "0b002bc7-21aa-4722-8438-096ba0f5f766",
      "evidence": "The presentation highlights the potential consequences of not investing in technological innovations, including reduced competitiveness.",
      "position": 2,
      "objective": "What are the consequences of not addressing the challenges facing the mining industry?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}