{
  "docId": "019dd923-5ddf-7308-8fca-594add20cba1",
  "docSlug": "b093885aecb5d2c2",
  "documentTitle": "The Lithium-Ion (EV) battery market and supply chain",
  "authorId": "RolandBerger",
  "authorName": "Roland Berger",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 10,
  "pageCount": 38,
  "prevPage": 9,
  "nextPage": 11,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 27,
  "notes": "The slide uses a custom timeline/roadmap visualization to compare battery technologies.",
  "elementsJson": [
    "headline_text",
    "bar_chart_horizontal",
    "bullet_list",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ddf-7308-8fca-594add20cba1/10",
  "deckHref": "/decks/019dd923-5ddf-7308-8fca-594add20cba1",
  "deckJsonHref": "/decks/019dd923-5ddf-7308-8fca-594add20cba1.json",
  "deckAnchorHref": "/decks/019dd923-5ddf-7308-8fca-594add20cba1#slide-10",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "To increase energy density and lower cobalt content and BOM cost Ni-shares are constantly increasing which shifts the demand from LiCO3 precursor towards LiOH",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-e58f-7108-8ccf-5af0e7561b75",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.55,
        "x": 0.03,
        "y": 0.33
      },
      "kind": "chart",
      "text": "Technology roadmap 2020-2030",
      "attrs": null,
      "subkind": "bar-horizontal",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "174de162-f477-4183-aefa-39f39b96ee43",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.33,
        "x": 0.64,
        "y": 0.33
      },
      "kind": "list",
      "text": "Today's lithium-ion technology is dominated by NMC/ NCA in combination w/ graphite anode. To increase energy density and lower cobalt content and BOM cost Ni-shares are constantly increasing which shifts the demand from LiCO3 precursor towards LiOH.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee1157e7-0c9d-4cea-a2ed-2841a0ca9565",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Energy density",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-e58f-7108-8ccf-5e0d5b2a3fc5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.03,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Source: Expert interviews, Roland Berger Integrated Battery Cost model C3",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33b11f7d-a88b-41b2-9e4e-d62c2cc8269a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.94,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "Ni-rich cell technology is driving the Li demand, especially for LiOH, LiCO3 is still required for LFP. Despite alternative technologies, limited demand ease for Lithium",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3eb3ac75-3ebb-453e-9090-69932794efe4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.03,
        "y": 0.22
      },
      "kind": "title",
      "text": "Cell chemistry roadmap 2030 and its implications on Li precursor demand",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7964a04c-effb-4d88-a82c-d086e6db3149",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "roadmap",
      "slug": null,
      "matchId": "3e180487-1ee5-4243-9b5d-8e160c6957ea",
      "evidence": "The slide explicitly labels the chart as a 'Cell chemistry roadmap 2030'",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 14,
      "from": 7,
      "beatId": "b32fbb75-c31a-48d5-8bf4-ac0cafb2bc5a",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Problem & Complication",
      "beatSlug": "consultants-gambit-problem-complication",
      "evidence": "The document highlights the significant supply chain risks faced by the industry, including dependency on LiB cells and critical battery materials.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 7,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "8bd1c8fa-a880-43fc-91e4-8501c4415820",
      "evidence": "The document emphasizes the significant supply chain risks faced by the industry if it does not take action.",
      "position": 0,
      "objective": "Highlight the risks of not addressing the supply chain risks",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.8,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}