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DIAGNOSIS OF THE GAS SECTOR Gas Pricing - Commerciality of Supply vs Affordability Cement LNG Methanol Power - High Fertiliser GtL Power Aluminium Breakeven Feedgas Price for 15% IRR (US$/mcf) 1 2 3 Pre-Take Post-Take (AGFA) Post-Take (NAGFRA) 5 The diversity of the downstream gas portfolio creates opportunities and challenges alike. Perhaps the most critical challenge is the varying capacities of the various sectors to afford gas. In particular, the power sector which is the singular largest buyer, is least able to pay. A sector based gas pricing intervention is therefore inevitable - particularly in the short/medium term

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