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Investor Presentaiton

Impact of Brexit on Ireland likely net negative Deal means the shock is smaller & spread over longer horizon Modelled impact on output versus No Brexit baseline: FTA reduces impact significantly IE trading partners: UK important for good imports (land bridge) & services exports % of Goods Services Total total (2019) (2019) (2019) -1 Exp. Imp. Exp. Imp. Exp. Imp. -2 US 30.8 15.5 15.8 18.6 21.9 17.9 UK (ex -4 8.9 20.6 15.8 6.9 13.5 10.6 NI) 567 -5 NI 1.4 1.9 n/a n/a n/a n/a -6 EU-27 37.1 36.7 29.8 19.8 32.8 23.8 -7 2020 2021 2022 2023 2024 2025 China 5.9 5.8 2.8 1.3 4.0 2.3 FTA WTO Disorderly No-Deal Other 15.9 19.4 35.9 53.4 27.8 45.5 Gníomhaireacht Bainistíochta an Chisteáin Náisiúnta National Treasury Management Agency Source: CBI, NTMA analysis 20 67
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