PTT Group Strategic Growth

Natural Gas: Growth of natural gas upon Government fuel diversification policy for power generation ptt Old* NEW** Thailand Gas demand forecast (CAGR during 2018-2032) Thailand Gas demand forecast (CAGR during 2020-2035) MMscfd 6,000 5,000 : Total N : Power 2 0.1% 2% : GSP N -7% : Industry ~ 1% : NGV N -6% Thailand Gas Demand Replace : Coal Krabi (800 MW), EE 30% MMscfd 6,000 4,823 5,000 : Total ~ 2% : Power N 3% : GSP N -1% : Industry ~ 3% : NGV 2 -7% 5,659 65% 4,000 4,000 2,635 57% Power 73% 2,635 60% Power 3,000 3,000 78% 2,000 78% 1,000 14% 8% 0 - T 2,000 22% GSP 8% 1,000 16% 5% Industry 17% 14% NGV 2% 8% 21% 16% 3% 0 15% GSP 17% Industry NGV 3% T L 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025 2027 2029 2031 *Source: Ministry of Energy 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2035 ** Source: PTT Business plan 2021 approved by BOD on 17 Dec 2020 23

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