{
  "docId": "019de076-dc9c-777b-95ad-e1ba69e017e1",
  "docSlug": "5aead1709c39b5c30f4f20f6b29d9a24",
  "documentTitle": "Lion Electric | Investor Presentation Deck | 32 slides",
  "authorId": "lion-electric",
  "authorName": "Lion Electric",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 13,
  "pageCount": 32,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "why_now",
  "function": "argue_timing",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "The slide highlights federal funding (EPA) and state-level legislative momentum as key drivers for the company's market.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-dc9c-777b-95ad-e1ba69e017e1/13",
  "deckHref": "/decks/019de076-dc9c-777b-95ad-e1ba69e017e1",
  "deckJsonHref": "/decks/019de076-dc9c-777b-95ad-e1ba69e017e1.json",
  "deckAnchorHref": "/decks/019de076-dc9c-777b-95ad-e1ba69e017e1#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.3,
        "w": 0.32,
        "x": 0.66,
        "y": 0.488
      },
      "kind": "image",
      "text": "Lion Electric school bus",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f24b4357-3e61-4fdc-b411-f2457c6f40c1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.6,
        "x": 0.03,
        "y": 0.57
      },
      "kind": "list",
      "text": "Continued Momentum at State/Provincial Level: Increasing number of states/provinces mandating zero-emission buses; attractive subsidy programs.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5e1e90a2-ab4a-4fb0-b27f-9f40a3293ca5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.94,
        "x": 0.03,
        "y": 0.18
      },
      "kind": "list",
      "text": "$5 Billion EPA Clean School Bus Program: 2023 Grant Program, 2023 Rebate Program, 2024-2026 Funding",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c0e6c047-ee8b-438f-8263-c34d9bc4f107",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.75,
        "x": 0.03,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "1) Lion's applications submitted in connection with this round of the program... 2) Lion estimate based on public information from the EPA",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e615c5ad-b400-4884-88cf-d2cef08b71fb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.96,
        "x": 0.02,
        "y": 0.83
      },
      "kind": "title",
      "text": "Numerous incentive programs and regulatory initiatives targeting fleet electrification for medium- and heavy-duty vehicles",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b760a9ee-e6e4-41f0-a302-2564d6f36887",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.3,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Strong Regulatory Tailwinds",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0824810a-f0c3-4c65-96ec-eae21416d81f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "ed979c1d-8087-422c-a5e0-0585c290db60",
      "evidence": "Numerous incentive programs and regulatory initiatives targeting fleet electrification for medium- and heavy-duty vehicles",
      "confidence": 0.9
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 13,
      "beatId": "09fd37af-18ef-4953-a104-fd60192457aa",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "Slide 13 discusses strong regulatory tailwinds, implying a problem that Lion Electric is well-positioned to solve.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 13,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "9afa05af-5b63-47a0-930f-712ab04f8560",
      "evidence": "Slides 13-14 discuss regulatory tailwinds and order book, framing why now is the right time.",
      "position": 0,
      "objective": "Why now is the right time to invest in Lion Electric",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.7,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}