{ "docId": "019dd923-5de0-76bd-a168-516ee1323c41", "docSlug": "5f83c7bb8eeb6521", "documentTitle": "SOUTHEAST ASIA’S GREEN ECONOMY 2024", "authorId": "Bain", "authorName": "Bain", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.914, "pageNumber": 63, "pageCount": 171, "prevPage": 62, "nextPage": 64, "slideType": "market_landscape", "function": "establish_context", "density": "overcrowded", "nDataPoints": 4, "notes": "Slide 63 from a deck by Bain & Company, GenZero, Standard Chartered, and Temasek.", "elementsJson": [ "headline_text", "bullet_list", "other" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-5de0-76bd-a168-516ee1323c41/63", "deckHref": "/decks/019dd923-5de0-76bd-a168-516ee1323c41", "deckJsonHref": "/decks/019dd923-5de0-76bd-a168-516ee1323c41.json", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a168-516ee1323c41#slide-63", "components": [ { "bbox": { "h": 0.05, "w": 0.35, "x": 0.17, "y": 0.22 }, "kind": "list", "text": "Electric passenger vehicles (EVs) and charging infrastructure", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5117b162-7b9b-4955-a42b-24adf9177e9a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.59, "y": 0.22 }, "kind": "list", "text": "Agricultural waste stream for biofuels production", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c8edde89-bf84-4c39-bbd9-48db71350521", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "EV registration growth: 380%", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd951-b48b-703a-a62f-467ab17f7da8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.07, "x": 0.05, "y": 0.22 }, "kind": "paragraph", "text": "Ideas context", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "46137cea-42ef-4447-bcb8-96de9f08c9e2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.26, "x": 0.395, "y": 0.42 }, "kind": "paragraph", "text": "Subsidy to stimulate financing: Funding from government to prioritize purchase and installation of EV/biofuel production infrastructure. Standards through gradual bans to support transition: Strengthen business case to attract more capital.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5a23730b-1086-47e4-9215-e25edaff0067", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.26, "x": 0.675, "y": 0.42 }, "kind": "paragraph", "text": "Global market dynamic: Rapid growth in Chinese EV and biofuels industry... Minerals supply chain security: Accelerated electrification of vehicles means demand for lithium and other metals is growing at a fast pace.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "94d68020-1652-4e5c-b8a5-a6b0965f1674", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.45, "w": 0.35, "x": 0.035, "y": 0.42 }, "kind": "paragraph", "text": "Thailand: In 2022, Thailand initiated a subsidy program for EVs... EV registration has increased 380% in 2023 compared to 2022. Indonesia: In 2023, Indonesia Investment Authority initiated a special EV Ecosystem Fund... Singapore: In 2023, SIA, CAAS, and GenZero completed a 20-month pilot.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c9ddb877-8a50-4d69-820d-82f5f090751b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "1) Civil Aviation Authority of Singapore", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ab58c996-8215-4d44-a0e6-de2587d73f7d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.17, "x": 0.035, "y": 0.37 }, "kind": "title", "text": "Recent developments", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "48d08292-517f-4b5b-833e-be37445e8477", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.035, "y": 0.075 }, "kind": "title", "text": "Transport industry landscape", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9dd66a25-f1b2-4b2b-aa24-a7b0a76f3c42", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.395, "y": 0.37 }, "kind": "title", "text": "Accelerators to consider", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a10ad6cd-9c43-4c72-962f-357257a4ba8c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.675, "y": 0.37 }, "kind": "title", "text": "Potential wild cards to consider", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e5cc8834-2026-4377-a7ff-55f84410a12c", "frameworkName": null, "frameworkSlug": null } ], "metrics": [ { "metricRaw": "EV registration growth", "numberRaw": "380%", "numberKind": "percent", "actionTitle": null, "calloutText": null, "numberScale": null, "numberValue": 380, "metricFamily": "growth_rate", "numberCurrency": null } ], "tools": [], "frameworks": [], "arcBeats": [ { "to": 75, "from": 46, "beatId": "019dd95a-07a7-7579-bd63-b05cfccd7da6", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Top 13 investable ideas (2x2 prioritization) + 5 accelerators framework", "position": 3, "confidence": 92, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 125, "from": 46, "beatId": "019dd95a-07a7-7579-bd63-c066ab667052", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Implications (So What)", "beatSlug": "triple-take-the-implications-so-what", "evidence": "What ideas/accelerators are needed to close the gap", "position": 2, "confidence": 70, "parentBeatName": "Reflection", "parentBeatSlug": "reflection" } ], "loops": [ { "to": 69, "from": 53, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "019dd95a-08f8-7619-ac2c-fac34a562141", "evidence": "Each section title labels a sector landscape (53,58,63,66) followed by idea-level case studies.", "position": 8, "objective": "Sector-by-sector deep dive on the 13 ideas (Nature, RE, Transport, Buildings, AI)", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 78, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }