{
  "docId": "019dd923-5de0-76bd-a16b-451df9a6d149",
  "docSlug": "e97464cc0a103dac",
  "documentTitle": "Southeast Asia's Green Economy",
  "authorId": "Bain",
  "authorName": "Bain & Company",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 112,
  "pageCount": 174,
  "prevPage": 111,
  "nextPage": 113,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "Includes a definition, rationale, challenges, success factors, and a specific case study table.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "bullet_list",
    "comparison_table",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5de0-76bd-a16b-451df9a6d149/112",
  "deckHref": "/decks/019dd923-5de0-76bd-a16b-451df9a6d149",
  "deckJsonHref": "/decks/019dd923-5de0-76bd-a16b-451df9a6d149.json",
  "deckAnchorHref": "/decks/019dd923-5de0-76bd-a16b-451df9a6d149#slide-112",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Long-term offtake agreements leverage Shell’s trading network, operational capabilities, and technical expertise to supply SAF",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-0490-77fe-9d37-30f33ed21a72",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.45,
        "x": 0.05,
        "y": 0.28
      },
      "kind": "list",
      "text": "Why is it needed in SEA-6? Undercapitalized and underbanked sectors... Reduces reliance on government subsidies... Enables funding for high-risk projects...",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "40bf18b5-94ee-43cc-afa9-60a35e17368a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.45,
        "x": 0.05,
        "y": 0.68
      },
      "kind": "list",
      "text": "Key success factors: Standardize offtake agreements... Encourage cross-border offtakers... Aggregate small suppliers...",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b0c10fc0-cd67-42cc-9920-383d157aa4a0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.45,
        "x": 0.05,
        "y": 0.48
      },
      "kind": "list",
      "text": "Key challenges: Limited bankability of offtake contracts... Policy and regulatory risks... Small-scale, fragmented supply chains...",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d43aca57-64d2-4fa8-bb37-c3a542258476",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Financial package value: $90 million",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-0490-77fe-9d37-3902019cccc5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.45,
        "x": 0.05,
        "y": 0.18
      },
      "kind": "paragraph",
      "text": "Definition: Project-based financing relying on long-term purchase agreements with creditworthy buyers (offtakers), backed by banks and investors who are lending based on revenues, or offtakers providing pre-financing investing to secure supply",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3fc4d05b-f632-4636-a30e-1e86a67ec8fb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.4,
        "x": 0.52,
        "y": 0.75
      },
      "kind": "quote",
      "text": "Long-term offtake agreements leverage Shell’s trading network, operational capabilities, and technical expertise to supply SAF",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f0681145-4a54-4754-a056-df7c62f9f851",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "Long-term offtake agreements leverage Shell’s trading network, operational capabilities, and technical expertise to supply SAF — General Manager at Shell",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-0490-77fe-9d37-3521080c6238",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.45,
        "x": 0.52,
        "y": 0.25
      },
      "kind": "table",
      "text": "Financier: ADB issued ~$90 million financial package to SAFCO; Beneficiary: SAFCO will set up 200 kt p.a. capacity SAF plant; Offtake agreement: Shell signed a long-term offtake agreement with SAFCO",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cfb962f9-14fa-484e-9ed4-3b56cf3d4761",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Offtake-based financing | Unlocking market-driven capital through volume offtake guarantees, expanded offtake networks, and aggregated supply chains",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8b0034fe-9ced-465d-9d3c-5057655e7114",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b240-73d67dee8a4f",
      "evidence": "Offtake-based financing case study",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 145,
      "from": 59,
      "beatId": "019dd95a-07a5-761b-9144-94c0617c4e8b",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "Bioeconomy, grid, EV, finance, carbon markets, green AI deep dives with sizing and case studies",
      "position": 4,
      "confidence": 88,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "to": 151,
      "from": 59,
      "beatId": "019dd95a-07a5-761b-9144-a5b7a27b3bf4",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Action (Now What)",
      "beatSlug": "triple-take-the-action-now-what",
      "evidence": "Per-system implementation levers and recommendations",
      "position": 3,
      "confidence": 70,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 115,
      "from": 105,
      "name": "Segmentation Split",
      "slug": "34-segmentation-split",
      "bestFor": "Customer analysis, market research, resource allocation",
      "matchId": "019dd95a-088c-724c-b313-5f8bab856758",
      "evidence": "Each system requires tailored mechanisms -> blended finance -> offtake-based -> infra funds -> sovereign sustainability bond.",
      "position": 12,
      "objective": "Segment financing mechanisms (blended, offtake, infra, sustainability bonds) and prescribe each",
      "structure": "The Aggregate View -> Segment A Behavior -> Segment B Behavior -> The Insight in the Difference",
      "confidence": 76,
      "description": "Divide a whole into meaningful segments to reveal hidden patterns"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}