{
  "docId": "019dd923-5e88-73ef-bd5b-ff2ce6d119da",
  "docSlug": "bc2623904d49fc8d",
  "documentTitle": "Investor Presentation 022323 DB summit",
  "authorId": "DeutscheBank",
  "authorName": "Genco Shipping & Trading Limited",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 23,
  "pageCount": 43,
  "prevPage": 22,
  "nextPage": 24,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 120,
  "notes": "The slide uses a series of charts to illustrate the causal relationship between seasonal supply/demand factors and freight rates.",
  "elementsJson": [
    "line_chart",
    "bullet_list",
    "numbered_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5b-ff2ce6d119da/23",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5b-ff2ce6d119da",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5b-ff2ce6d119da.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5b-ff2ce6d119da#slide-23",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Q1 has historically been the softest quarter for drybulk freight rates, due to: Decline in cargo export volumes, Timing of newbuilding vessel deliveries, Timing of Chinese New Year.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-163e-7005-a2bd-78eceaa0a86d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.03,
        "y": 0.65
      },
      "kind": "chart",
      "text": "Freight rate supply and demand balance",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "274836f7-5648-4d9c-8a88-b56d45685d46",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.51,
        "y": 0.238
      },
      "kind": "chart",
      "text": "Newbuilding deliveries",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b388033e-ddee-4c48-b744-9977a86041fd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.03,
        "y": 0.238
      },
      "kind": "chart",
      "text": "Brazilian iron ore exports",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "eb704694-ba70-46b7-92f0-8b544fad9a84",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.51,
        "y": 0.65
      },
      "kind": "list",
      "text": "Q1 has historically been the softest quarter for drybulk freight rates, due to: Decline in cargo export volumes, Timing of newbuilding vessel deliveries, Timing of Chinese New Year",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9940b6cd-bb1d-4a92-b152-d57d2ea60bd2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Freight rates",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-163e-7005-a2bd-7c7e63d2eb34",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.03,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Sources: Clarksons Research Services Limited 2023",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "03472028-8fe7-4588-b57f-db4a63986ce5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.03,
        "y": 0.07
      },
      "kind": "title",
      "text": "Drybulk freight rate seasonality",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c886550d-5acb-4246-b0de-86052cda8a1d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "22562462-a99b-4882-80a1-4785233ebf06",
      "evidence": "The slide presents industry trends and data, indicating an understanding of the audience's needs and interests.",
      "confidence": 0.7
    },
    {
      "name": "Data Story Arc",
      "slug": "data-story-arc",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "1e6c09c0-c535-4d35-a153-3680bca5af43",
      "evidence": "The slide uses a line chart to show freight rate supply and demand balance, telling a story of seasonal fluctuations.",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 28,
      "from": 21,
      "beatId": "bedac3de-68b2-4efd-b347-7ee28c2ad7ae",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Development",
      "beatSlug": "development",
      "evidence": "The document discusses industry trends, market landscape, and strategic options.",
      "position": 2,
      "confidence": 0.7,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 26,
      "from": 23,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "0e223caa-bc59-42c4-ad25-439eec420ce0",
      "evidence": "The document discusses drybulk freight rate seasonality and the impact of environmental regulations.",
      "position": 0,
      "objective": "To highlight the importance of taking action in the drybulk market",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}