Q2 2023 Energy and NaOH Market Prices Analysis

Current sentiment in textiles improved for the first time since 2021; six-months expectations continue to remain on the positive side TX industry sentiment by survey date, balance index Percent of respondents, balance between good vs. poor Current situation Expectations in 6 months. 40 -36 32 Six months expectations remain at pre-Ukraine levels 29 28 30 26 20 23 23 18 14 14 13 22 21 18 13 10 7 7 5 -1 -2 0 6AN ထယ -10 -3. -9 --8 -10 -15 -19 -22 Current situation improved for the first time since Nov 2021 -20 -27 -30 -36 5/21 7/21 9/21 11/21 1/22 3/22 5/22 7/22 9/22 11/22 1/23 3/23 5/23 7/23 SOURCE: 21st ITMF Global Textile Industry Survey (July 2023) www.lenzing.com 1 August 2023 - 17 Lenzing Innovative by nature

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