Q2 2023 Energy and NaOH Market Prices Analysis

In Q2 2023 energy and NaOH costs came further down but remain elevated vs. 2020 especially in Europe Development of selected energy and NaOH market prices, 2020-Q2/2023 Indexed, Q1 2020 = 100 Energy prices 2,250 2,000 1,750 1,500 1,250 1,000 750 500 250 100 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2021 2022 NOTE: All prices indexed based on reported currency SOURCE: IHS Markit; CCFG; Argus; ICE; NYMEX www.lenzing.com 2023 NaOH prices 500 400 300 200 Natural Gas Europe Coal Indonesia 100 Coal China Natural Gas USA 0 1 August 2023-6 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2021 2022 2023 NaOH Europe NaOH China NaOH Southeast Asia Lenzing Innovative by nature

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