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Investor Presentaiton

Barley crop update CANADIAN HARVEST COMPLETED - BARLEY CROP ~40% LARGER THAN LAST YEAR • . Canada Harvest completed in UMG key barley origination areas RMI analytics estimate production at 9.7 million tonnes (vs 6.9m in 21/22) Average crop result achieved in terms of volume and quality Australia Wet conditions on east coast, concerns on the resulting barley harvest. Good crop condition in SA and WA, which will help offset east coast barley risk Barley production is expected to reach 12.3 million tonnes, the fourth largest on record (ABARES September estimate) US Harvest completed in UMG key barley origination areas Production is estimated at 3.8 million tonnes, up 49% from 2021 (USDA July estimate) Scotland Crop harvested under good conditions, with lower moisture than typical across the UK Quality good for brewing and distilling with low protein levels and good grain size UNITED MMALT Canada Barley Supply and Demand (Million Tonnes) 22/23 21/22 20/21 19/20 Harvested Area (Ha) 2.8 3.0 2.8 2.8 Yield 3.5 2.2 3.9 3.7 Production 9.7 7.0 10.7 10.4 Beginning Stocks 0.6 0.8 0.9 0.9 Imports 0.1 0.3 0.2 0.1 Supply 10.5 8.0 11.9 11.3 Use 6.6 5.4 7.5 8.1 Feed 5.2 4.1 6.2 6.9 Malt/Industrial 1.3 1.2 1.2 1.1 Other 0.1 0.1 0.1 0.1 Exports 3.2 2.0 3.6 2.3 Ending Stocks 0.7 0.6 0.8 0.9 Source: RMI Analytics 2 November 2022 22
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