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Investor Presentaiton

As a significant amount of intermittent renewables displaces coal, gas generation firming is expected to be required to underpin a reliable, affordable and low emissions energy system Forecast NEM capacity to 2050, Step Change scenario¹ GW 150 125GW Additional VRE capacity by 20501 120 90 90 60 60 30 0 16 Current capacity Total in the chart may not add due to rounding AEMO 2022 ISP Step Change Scenario; VRE = Variable Renewable Energy 1. 2. AER State of the Energy Market 2022; 2021 data apa 141 Wind Utility-scale Solar 70 70 70 2049-50 • The ISP forecasts the need for over 125GW of additional VRE capacity by 2050 to meet demand as coal-fired generation withdraws¹ Coal generation still accounts for 67% of electricity generation in the NEM (excluding South Australia)² More than half of the capacity underpinning this to exit the NEM by 20301 Gas generators will be essential as they can be turned on within minutes to support intermittent renewable energy generation • APA FY23 Results Investor Presentation 36
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