Expanding in Circular Economy

EBITDA SENSITIVITIES VS 10 YEAR MACRO HISTORY MACRO CONDITIONS 2020 2021 2022 10Y AVG Sensitivity CCS EBITDA SENSITIVITY TO KEY EXTERNAL DRIVERS - E&P Est. Clean CCS EBITDA impact (USD mn) % of Group EBITDA 2022 2.6% Brent crude (USD/bbl) Natgas price (TTF 1M, 10 46 131 131 +/- 10 USD/bbl 42 71 101 71 ~120 Brent price +/- 10 EUR/MWh Gas Price (TTF) ~55 ~35 34 1.2% EUR/MWh) MOL Group refinery Effect of gas price regulation CCS EBITDA SENSITIVITY TO KEY EXTERNAL DRIVERS - DS margin (Brent based, 1.9 1.3 9.0 4.1 USD/bbl) MOL Group petchem margin (EUR/t) +/- 1 USD/bbl MOL Group refinery margin ~110 2.4% 384 720 481 465 +/- EUR 100/t MOL Group petchem margin ~125 ETS carbon price (EUR/t) 25 53 81 23 -/+ 10 EUR/MWh ~95 Gas price (TTF) -/+ EUR 10/t ETS CO2 price ~20 2.7% 2.0% 0.4% 000 Notes: - Sensitivity calculated for 2022; ceteris paribus for current assets assuming full re-pricing of the portfolio; all other premises and volumes remain unchanged - E&P: gas price sensitivity refers to directly spot gas linked portfolio - DS : Refinery margin refers to original methodology, CO2 sensitivity assumes unchanged ETS quota allocation MOLGROUP | 76

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