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Investor Presentaiton

External environment concerning Central banks removing extraordinary stimulus as global slowdown expected EA Monetary Policy 2021 2022 Purchases ended; Rate normalisation Expansionary Move to >3.5% policy rate expected EUR, billion Ireland price taker on Oil/Gas: €7bn (3.5% of MDD) spent on fuel imports in Jan - July 2022, greater than all of 2021 Max accommodative 4.0 EU Fiscal Policy Expansionary 3.5 3.0 US Monetary Policy Max accommodative 2.5 2.0 US growth Rebound Decelerating growth 1.5 Oil price Rising Elevated 1.0 0.5 UK growth Rebound Decelerating growth 0.0 I Decelerating Euro Growth Rebound growth, energy supply/costs Global Inflation Rising Elevated in 2022 2006 2008 2010 2012 2014 2016 2018 2020 2022 - Gas imports (6mth rolling) - Petroleum imports (6mth rolling) Gníomhaireacht Bainistíochta an Chisteáin Náisiúnta National Treasury Management Agency Source: CSO 13
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