Investor Presentaiton

How climate risks and opportunities impact the business model • • The mechanisms through which climate risks and opportunities impact the business model can be diverse Identifying the key risks and opportunities and using scenario-analysis to assess the likelihood and severity of the impact of these risks and opportunities builds climate resilience Potential impacts include ... Physical risks Transitional risks Acute Chronic TCFD Risks and Opportunities Policy and legal Technology Market Reputation Risks Opportunities Strategic Planning Risk Management Financial impact In climate scenarios Resource efficiency Energy source Products & Services Markets Resilience production/operation disruptions, supply chain disruptions, Revenues Expenditures Income Statement Cash Flow Statement Balance Sheet Assets & Liabilities Capital & Financing physical damage to assets and raising insurance costs $ changes in resource / input prices changes in demand for products and price fluctuations changes in hedge investment positions KPMG © 2020 KPMG, an Irish partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative, a Swiss entity. All rights reserved. 39

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