{
  "docId": "019de073-03b0-714a-a5e9-aa43c8508e91",
  "docSlug": "b039b4a2e84fb0aad3e7defaf26bd101",
  "documentTitle": "Lion Electric | Investor Presentation Deck | 30 slides",
  "authorId": "lion-electric",
  "authorName": "Lion Electric",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-06-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7744917,
  "pageNumber": 11,
  "pageCount": 30,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 16,
  "notes": "The slide uses a 'plus' sign to aggregate two distinct market segments into a single $110B TAM figure.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de073-03b0-714a-a5e9-aa43c8508e91/11",
  "deckHref": "/decks/019de073-03b0-714a-a5e9-aa43c8508e91",
  "deckJsonHref": "/decks/019de073-03b0-714a-a5e9-aa43c8508e91.json",
  "deckAnchorHref": "/decks/019de073-03b0-714a-a5e9-aa43c8508e91#slide-11",
  "components": [
    {
      "bbox": {
        "h": 0.45,
        "w": 0.45,
        "x": 0.05,
        "y": 0.44
      },
      "kind": "list",
      "text": "UNITED STATES federal and state/municipal incentives",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7ad3a992-ec54-4eb3-bc4d-5ece8fb4a5b7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.45,
        "x": 0.52,
        "y": 0.44
      },
      "kind": "list",
      "text": "CANADA federal and provincial incentives",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cad41338-12f9-4c6a-b195-c3fe0a145d78",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.63,
        "y": 0.225
      },
      "kind": "metric",
      "text": "US$10B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "99620916-3fb5-46b1-ac26-73a007d0ff27",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.13,
        "y": 0.225
      },
      "kind": "metric",
      "text": "US$100B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f0bcea72-9b7b-471a-b7af-f38340ac3c39",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.7,
        "x": 0.15,
        "y": 0.345
      },
      "kind": "paragraph",
      "text": "Diversified product line-up targets $110 billion annual TAM in the U.S. and Canada",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bec0d543-f58a-45af-8351-51b6738a3413",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.7,
        "x": 0.05,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: WardsAuto. Represents class 5, 6, 7 and 8 urban trucks... Assumes Canadian volume is 10% of U.S.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "03cfcc58-ab19-4405-86e4-61b92b5b6faa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.68,
        "x": 0.03,
        "y": 0.03
      },
      "kind": "title",
      "text": "Large Total Addressable Market Ripe for Electrification",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e8504af7-df53-4fe4-9d37-e682a7d26375",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "market-sizing",
      "slug": null,
      "matchId": "8c19899f-3157-44b3-95a5-148cce8818de",
      "evidence": "Quantifies TAM for two segments and aggregates them.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 12,
      "from": 11,
      "beatId": "0fc3eeb8-415c-4028-a42d-75b96f86d5ac",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "Slides 11-12 discuss the market opportunity and the need for electrification",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 11,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "58e6c02e-bbb2-446d-9bd0-2e2d1dd9ebe4",
      "evidence": "Slides 11-13 discuss the market opportunity and the need for electrification",
      "position": 0,
      "objective": "Highlight the cost of inaction in the electric vehicle 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
}