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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 8
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