Renewable Energy Business Overview slide image

Renewable Energy Business Overview

48% 38% 28% 18% 8% -2% GEL Loans, y/y FX Loans, y/y (w/o exchange rate effect) FLOATING EXCHANGE RATE - POLICY PRIORITY Loans by currencies Sources: NBG In parallel with the rebound in economic activity, both GEL and FX loans have started to increase since April, supporting GEL appreciation, with FX loan acceleration further aided by monetary tightening Dollarization ratios Source: NBG Both deposit and loan dollarization have fallen since May-June 2021, in parallel with GEL appreciation Dec-16 Mar-17 Jun-17 USD/BYR Exchange rate indices (1 January=100) Sources: NBG Sep-17 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 USD/GEL Mar-19 Jun-19 170 160 150 140 130 120 110 100 90 03-Jan-20 28-Jan-20 22-Feb-20 18-Mar-20 12-Apr-20 07-May-20 01-Jun-20 21-Jul-20 26-Jun-20 15-Aug-20 09-Sep-20 04-Oct-20 Sep-19 Dec-19 Mar-20 Jun-20 Sep-20 Dec-20 Mar-21 Jun-21 Sep-21 USD/UAH - USD/TRY USD/RUB سلم 155 145 29-Oct-20 23-Nov-20 18-Dec-20 12-Jan-21 06-Feb-21 03-Mar-21 28-Mar-21 135 125 115 11-Jun-21 22-Apr-21 17-May-21 06-Jul-21 31-Jul-21 25-Aug-21 19-Sep-21 14-Oct-21 105 95 08-Nov-21 85 May-03 90 85 80 75 70 60 50 565544 40 Jun-05 Nov-05 Apr-06 Sep-06 Feb-07 Jul-07 Dec-07 May-08 Oct-08 Loan dollarization Deposit dollarization Mar-09 Aug-09 Jan-10 Jun-10 Nov-10 Apr-11 Sep-11 Feb-12 Jul-12 Dec-12 May-13 Oct-13 Mar-14 Aug-14 Jan-15 Jun-15 Nov-15 Apr-16 Sep-16 Feb-17 Jul-17 Dec-17 May-18 Oct-18 Mar-19 Aug-19 Jan-20 Jun-20 Nov-20 Apr-21 Sep-21 Real (REER) and nominal (NEER) effective exchange rates REER and NEER have been appreciating since May Source: NBG REER (Jan 2003=100) NEER (Jan 2003=100) Oct-03 Mar-04 Aug-04 Jan-05 Jun-05 Nov-05 Apr-06 Sep-06 Feb-07 Jul-07 Dec-07 May-08 Oct-08 Mar-09 Aug-09 Jan-10 Jun-10 Nov-10 Apr-11 Sep-11 Feb-12 Jul-12 Dec-12 May-13 Oct-13 Mar-14 Aug-14 Jan-15 Jun-15 Nov-15 Apr-16 Sep-16 Feb-17 Jul-17 Dec-17 May-18 Oct-18 Mar-19 Aug-19 Jan-20 Jun-20 Nov-20 Apr-21 Sep-21 155 145 135 125 115 105 ཤྰཐྭཧཤྩ ༄ ཤྩ ཤྩ。 95 85 87 90 80 75 70 28565544 60 50 40 GEORGIA CAPITAL
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