Investor Presentaiton
Key Business Drivers:
Most of petroleum and petrochemical prices escalated due to demand recovery and impact from Russia-Ukraine tension
AVG. Petroleum Prices ($/bbl)
AVG. NG Prices ($/MMBTU)
ptt
Dubai
FO 3.5%
૨૦૨
22%
22%
ΥΟΥ
59%
54%
50
111.1
120
40
FO (3.5%)
102.8 Dubai
100
95.6
૨૦૦
JLC-LNG**
10%
JKM*
YOY
76%
13%
>100%
Avg. Pool
34%
85%
35.1
30.7
78.4
30
80
71.7
66.9
60.0
87.2
18.6
60
44.6
50.7
68.3
71.5
20
61.1
10.1
14.8
28.0 JKM Spot*
JLC-LNG**
43.4
42.9
56.6
10.0
13.5
40
44.1
9.4
9.1
40.4
7.23
30.6
10
6.79
6.3
8.0
8.4
8.5
10.2
Avg. Pooled
20
6.20 6.3
10.90
gas price
28.9
3.6
2020 Dubai avg.: 42.2
2021 Dubai avg.: 69.2
2.1
5.89
6.36
6.84
8.14
3.6
5.68
0
*JKM = Japan Korea Marker **JLC = Japan LNG Cocktail : Landed LNG price in Japan
0
1Q20
2Q20
3Q20 4Q20 1Q21
2Q21 3Q21 4Q21
1Q22 Apr 22
1Q20 2Q20 3Q20
4Q20
1Q21
2Q21 3Q21
4Q21
1Q22 Apr 22
AVG. Petrochemical Prices ($/ton)
AVG. FX (THB/USD)
PP
૨૦૨
YOY
4%
HDPE PX
6% 22%
BZ Naphtha
14%
18%
35
2%
16% 42%
42%
57%
4021 (end FX 33.6) ¦
End: Baht Appre.
Bt 0.5 or 1.5%
1600
1,420 HDPE
1,387
1,365
1,336
1,335
1,418 PP
1,428 34
1021 (end FX 31.5)
End: Baht Depre.
Bt 1.3 or 4.3%
34.0
33.6
33.2
33.1
1300
1,250
1,142
1,145
1,191
1,138
1,252
1,330
1,180 PX
33
32.1
986
968
1,000
1,087
1000
966
993
1,147 BZ
871
945
839
1,073
919
766
919
893
32
32
31.5
31.5
706
760
859
31.5
877
903 Naphtha
30.8
1022 (end FX 33.5)
End: Baht Appre.
Bt 0.1 or 0.3%
700
561
614
753
745
496
546
529
31
606
676
427
400
440
371
408
30.4
557
397
30
274
100
Note: Figures are average & Naphtha (MOP'))
29
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22 Apr 22
1Q20 2Q20 3Q20
4Q20
1Q21
2Q21 3Q21
4Q21
1Q22 Apr 22
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