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Business Strategy Execution

2023 electricity regulated tariffs proposal in Portugal (Oct.17th): Despite high ①edp electricity wholesale prices, retail tariffs stable, system debt down by €2bn Reg. Electricity Tariff components Residentials end-user tariffs²; 3 Energy component Global use of system tariff Network access tariff Wholesale Price vs Renewables FiT €/MWh Electricity System Debt €Bn Renewable feed-in Tariffs' Avg. Electricity Wholesale Price 186 3.5 160% 112 103 39% 90% 90% 91 93 26% 59 35% 27% 26% 26% -17% -16% -85% 2021 3Q22 4Q22 2023 2020 2021 A Regulated Electricity Tariff +1.8% '22 Vs. '21 +2.8% '23 Vs. '22 Decrease in global use of system component due to renewables feed-in 1,7 1.4 9M22 2020 2021 9M22 % of SRP1 that covers low-voltage consumption > tariff surplus and proceeds from CO2 auctions, provide relatively stable > regulated residential tariffs 107% 108% 78% Stable renewables feed-in tariffs moved from a premium to a discount vs. wholesale price (€262/MWh assumed for 2023), generating a tariff surplus to Portuguese electricity consumers (1) Special Regime Production, including renewables and cogeneration - Source: ERSE | (2) Low-voltage clients (residentials & SMEs) (3) Renewables spread included in this component Continuous Portuguese system debt decline...-€2.1Bn between 2020 and 9M22 Business Strategy Execution 15
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