{
  "docId": "019dd923-5e88-73ef-bd59-ed6f17145f00",
  "docSlug": "6fbdd8d9179c3933",
  "documentTitle": "Befesa Investor Presentation Goldman Sachs 4th Annual Carbonomics Conference",
  "authorId": "GoldmanSachs",
  "authorName": "Befesa",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.333,
  "pageNumber": 29,
  "pageCount": 84,
  "prevPage": 28,
  "nextPage": 30,
  "slideType": "market_landscape",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 24,
  "notes": "The slide uses a comparative bar chart structure to show historical and projected EAF steel production and market share, paired with regional strategic insights.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "callout_box",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd59-ed6f17145f00/29",
  "deckHref": "/decks/019dd923-5e88-73ef-bd59-ed6f17145f00",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd59-ed6f17145f00.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-ed6f17145f00#slide-29",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.86,
        "x": 0.07,
        "y": 0.5
      },
      "kind": "callout",
      "text": "Primary steel (BOF) consumes 7x more CO2/t vs. secondary steel (EAF); Decarbonisation favours EAF steel production. Each tonne of steel through EAF vs. BOF saves 1.5 t CO2, 1.4 t iron ore, 740 kg coal & 120 kg limestone",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c91fd6ac-0b0d-4a4e-aace-3ec28a8cb392",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Primary steel (BOF) consumes 7x more CO2/t vs. secondary steel (EAF); Decarbonisation favours EAF steel production",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-1d6d-7403-ae92-b3360b35ec07",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.32,
        "w": 0.86,
        "x": 0.07,
        "y": 0.18
      },
      "kind": "chart",
      "text": "EAF steel production by region (US, EU, China) from 2015 to 2030e",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b8cfe716-6a0b-49ee-814e-555a613874ea",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.86,
        "x": 0.07,
        "y": 0.6
      },
      "kind": "list",
      "text": "Regional market drivers and Befesa's strategic approach for US, EU, and China",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b9040d85-8407-40f8-adbf-449c831ca9e7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "EAF steel production: 200",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-1d6d-7403-ae92-b6502d3b4029",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.07,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Sources: Worldsteel; Company data; IEA; S&P Global Commodity Insights. 1 Net Zero by 2050 (IEA, May 2021), Green Steel for Europe Consortium (June 2021) 2 S&P Global Commodity Insights (April 2022) 3 Bank of America Research (November 2022)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0b481293-3d39-477d-962f-42401c5fa7f8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.5,
        "x": 0.07,
        "y": 0.06
      },
      "kind": "title",
      "text": "Megatrends and Befesa's approach by market",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "27905db5-ae14-4adb-9b43-e40185015a0e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "71ed17e4-83c9-4e51-8c9f-3c044410f267",
      "evidence": "Although not directly visible, the market landscape and strategic approach for different regions (US, EU, China) could potentially be organized in a 2x2 matrix, but the exact structure is not clear from the provided components.",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}