{
  "docId": "019dd923-5de0-76bd-a16b-451df9a6d149",
  "docSlug": "e97464cc0a103dac",
  "documentTitle": "Southeast Asia&#x27;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": 134,
  "pageCount": 174,
  "prevPage": 133,
  "nextPage": 135,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 22,
  "notes": "The slide highlights the impact of AI on power demand and the difficulty of transitioning to renewables due to baseload requirements and geographic mismatch.",
  "elementsJson": [
    "headline_text",
    "action_title",
    "callout_box",
    "line_chart",
    "bar_chart_stacked",
    "icon_grid",
    "paragraph",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5de0-76bd-a16b-451df9a6d149/134",
  "deckHref": "/decks/019dd923-5de0-76bd-a16b-451df9a6d149",
  "deckJsonHref": "/decks/019dd923-5de0-76bd-a16b-451df9a6d149.json",
  "deckAnchorHref": "/decks/019dd923-5de0-76bd-a16b-451df9a6d149#slide-134",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.3,
        "x": 0.36,
        "y": 0.2
      },
      "kind": "callout",
      "text": "Difficult for SEA to meet rising DC demands sustainably due to high fossil fuels mix ...",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "407f062e-0376-4ded-b6d6-c75758c200e3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.3,
        "x": 0.04,
        "y": 0.2
      },
      "kind": "callout",
      "text": "DC growth to use ~10% of total power demand in 2040 (vs. previous estimates of 5%)",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6a314cc7-6a37-426f-8e1b-80fb09cd809a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.3,
        "x": 0.68,
        "y": 0.2
      },
      "kind": "callout",
      "text": "... and lack of easy access to renewable energy for DCs",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "76536a24-b752-4554-9b92-46fe40887f19",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.3,
        "x": 0.36,
        "y": 0.3
      },
      "kind": "chart",
      "text": "Mix of RE and fossil fuels in electricity generation across SEA-6 in 2023 (TWh)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6cf39e90-449f-43eb-9a67-6f0a927a4409",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.3,
        "x": 0.04,
        "y": 0.3
      },
      "kind": "chart",
      "text": "DC capacity demand in SEA (GW)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9ccd0458-e7c9-4d9d-b097-dcfba17ef9ce",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "GW: 31.1",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-0490-77fe-9d3a-2b2f8b9cabfd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.28,
        "x": 0.68,
        "y": 0.75
      },
      "kind": "paragraph",
      "text": "To fully rely on clean energy, DCs need energy storage systems or reliable access to clean firm power (e.g., geothermal), which can be expensive; however, the costs are decreasing as battery prices fall.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3539dec3-1ac8-4557-9132-7dabace86f03",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.28,
        "x": 0.68,
        "y": 0.3
      },
      "kind": "paragraph",
      "text": "Mismatch between clean energy locations and DC hubs. Clean/carbon-free energy sources tend to be in remote locations, while DCs are near cities, making energy transfer difficult.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7d01e018-2506-4720-bf8e-6af7377c15ac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.28,
        "x": 0.68,
        "y": 0.58
      },
      "kind": "paragraph",
      "text": "Need for uninterrupted baseload power. DCs need stable, round-the-clock power supply to minimize outages, which clean energy sources cannot guarantee.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9904d59f-f6b6-4844-b61b-e2f7da9d31de",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.25,
        "x": 0.04,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Sources: EMBER; Global News Wire; DC Byte; Bain analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9c20d1d7-d51a-4f91-997c-32af30020a98",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.6,
        "x": 0.04,
        "y": 0.06
      },
      "kind": "title",
      "text": "Data center power demand is currently small, but fast-growing",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c02cdb4a-bd24-4266-b748-57eb29c64ee0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b240-c257ddb20da9",
      "evidence": "'Data center power demand is currently small, but fast-growing'",
      "confidence": 78
    },
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "26c45072-32e4-49dc-a4ee-6ad3f93aae01",
      "evidence": "Mismatch between clean energy locations and DC hubs.",
      "confidence": 0.6
    }
  ],
  "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": 145,
      "from": 130,
      "name": "Paradox Resolver",
      "slug": "20-paradox-resolver",
      "bestFor": "Strategic pivots, innovation pitches, challenging conventional wisdom",
      "matchId": "019dd95a-088c-724c-b313-67501415b55e",
      "evidence": "AI/data centers strain power (pp.132-135) but AI use-cases enable 3-5% emission reductions (pp.138-140).",
      "position": 14,
      "objective": "Reconcile AI's energy demand with AI's emissions-reduction upside",
      "structure": "The Apparent Contradiction -> Why Both Seem True -> The Deeper Truth That Reconciles",
      "confidence": 80,
      "description": "Introduce a seeming contradiction that captures attention, then resolve it with a deeper truth"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}