{ "docId": "019dd923-5de0-76bd-a169-e26f84504e8e", "docSlug": "94fd4c3d34778b64", "documentTitle": "Roland Berger views on H2 market development", "authorId": "RolandBerger", "authorName": "Roland Berger", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.755, "pageNumber": 2, "pageCount": 13, "prevPage": 1, "nextPage": 3, "slideType": "key_messages", "function": "summarize", "density": "overcrowded", "nDataPoints": 4, "notes": "The slide includes three callout boxes at the top summarizing the strategic imperative.", "elementsJson": [ "callout_box", "headline_text", "paragraph", "footnote" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-5de0-76bd-a169-e26f84504e8e/2", "deckHref": "/decks/019dd923-5de0-76bd-a169-e26f84504e8e", "deckJsonHref": "/decks/019dd923-5de0-76bd-a169-e26f84504e8e.json", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a169-e26f84504e8e#slide-2", "components": [ { "bbox": { "h": 0.15, "w": 0.27, "x": 0.65, "y": 0.07 }, "kind": "callout", "text": "Only the government can facilitate the making of the market, and it should consider acting as market maker or instituting a feed-in tariff", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4453b1ef-b28e-407a-9d8f-ed9b857d03ba", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.27, "x": 0.36, "y": 0.07 }, "kind": "callout", "text": "As a natural gas hub, the Netherlands knows the key success factors – now it must put these into action", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9bf3093e-ba94-4fee-988c-61067b64bb2d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.27, "x": 0.07, "y": 0.07 }, "kind": "callout", "text": "The Netherlands has everything required to become a hydrogen hub, but must act soon to beat competition to the prize", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b526d66b-3a33-46cd-b320-0f5f0b57eb0d", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "callout", "text": "The Netherlands has everything required to become a hydrogen hub, but must act soon to beat competition to the prize.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd952-3beb-760d-a9f2-a08b457dda57", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "hydrogen demand: 9 Mton", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd952-3beb-760d-a9f2-a7950090b301", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.41, "x": 0.51, "y": 0.65 }, "kind": "paragraph", "text": "In its recent RePowerEU Communication, the European Commission raised its targets for renewable or low-carbon hydrogen to 10 Mton domestic production and another 10 Mton in imports, all to be realized by 2030.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "007ec0b1-72fb-4740-92d2-dc4bd988ee2e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.07, "y": 0.36 }, "kind": "paragraph", "text": "The Dutch Climate Agreement expects that, by 2030, the demand for renewable or low-carbon hydrogen in industrial applications will rise to up to 1 Mton per year in the coastal regions. Fully decarbonizing the Netherlands will require up to 9 Mton per year.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "06a6e2e7-71ba-49fe-b996-7dfb64599ad2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.41, "x": 0.07, "y": 0.65 }, "kind": "paragraph", "text": "The North Sea Energy Outlook puts the maximum installed capacity for offshore wind at 72 GW. Similarly, Germany and Belgium will not be able to achieve full energy independence based on installed renewables alone.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0da9d213-81c7-4efc-ad4e-203fd1ad67b5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.41, "x": 0.07, "y": 0.48 }, "kind": "paragraph", "text": "Total demand will be even higher if the Netherlands wants to decarbonize our current energy exports to Germany and Belgium, too. To produce 9 Mton of renewable or low-carbon hydrogen per year, the Netherlands would need around 100 GW of offshore wind.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8979ce7b-9d28-4c59-8022-7b727d7bcec3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.41, "x": 0.51, "y": 0.48 }, "kind": "paragraph", "text": "To bridge the supply gap, large-scale import of renewable or low-carbon hydrogen and derivatives will be unavoidable. The Dutch government stresses the necessity to 'prepare for both domestic production and import of hydrogen'.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c28c2c52-cdfb-4bb1-b239-a2abdaf3065b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.07, "y": 0.88 }, "kind": "source-note", "text": "1, 2, 3: References to Dutch Climate Agreement, parliamentary letters, and RePowerEU Communication.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a6082fe8-c98b-4053-94eb-dd250f796cce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.07, "y": 0.28 }, "kind": "title", "text": "1/ Becoming a hydrogen hub is a necessity, not a luxury", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d1e75e35-5da4-478e-9676-c97f93440a07", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Call to action", "slug": "call-to-action", "agent": null, "layer": "slide", "matchId": "503c0c7d-15c2-4b06-902b-b6c10df88781", "evidence": "The slide includes a call to action for the government to facilitate the making of the market.", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 2, "from": 2, "name": "Why Now", "slug": "15-why-now", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "matchId": "b41abfcf-3d0d-4dd5-8f2f-c4295091df4e", "evidence": "The deck emphasizes that becoming a hydrogen hub is a necessity, not a luxury.", "position": 0, "objective": "Why is becoming a hydrogen hub a necessity now?", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "confidence": 0.7, "description": "Create temporal urgency by proving that the window of opportunity is opening or closing" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }