PTT Group Financial and Strategic Insights

Natural Gas Demand Growth of natural gas upon Government fuel diversification policy for power generation Old* Thailand Gas demand forecast (CAGR during 2018-2032) : Total NEW** Thailand Gas demand forecast (CAGR during 2022-2036) MMscfd 6,000 5,000 : Power : GSP N N 2 0.1% 2% -7% 2 1% -6% : Industry ~ : NGV Thailand Gas Demand Replace : Coal Krabi (800 MW), EE 30% MMscfd 4,823 6000 5000 : Total ~ 2% : Power ~ : GSP : Industry ~ 3% 2 1% 3% : NGV N -4% ptt 5,785 4,000 2,635 57% Power 4000 73% 2,635 3,000 60% Power 65% 3000 2,000 78% 1,000 14% 8% 0 2000 78% 22% GSP 8% 16% 5% Industry 17% NGV 2% 1000 0 14% 8% 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025 2027 2029 2031 *Source: Ministry of Energy 18% 19% 3% GSP 15% Industry 19% NGV 1% 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2035 ** Source: PTT Business plan 2022 approved by BOD on 16 Dec 2021 50

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