En+ Group Investment Presentation slide image

En+ Group Investment Presentation

Siberian Power Market Supply and Demand Dynamics Electricity Consumption (TWh) 235 2020-2026 yearly average growth +1.7% 230 225 220 215 210 205 200 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Capacity Supply (GW) 59 2020-2026 yearly average growth +0.3% 57 55 53 51 49 47 45 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Existing capacity ■Net increase in capacity Areas of Additional Demand Growth Krasnoyarsk Region ■ Boguchany aluminum smelter consumption increase +6.1 TWh increase by 2026 vs. 2020 Ent GROUP ■ Extension and modernization of a number of industrial enterprises: Achinsky oil refinery, RN-Vankor due to development of new oil and gas condensate fields in Turukhansky district, gold mining enterprises ■ Construction of electrochemical complex LLC "Siberian Forest" in the Yenisei region, creation of new production at JSC KrasLesInvest Irkutsk Region ■ Taishet Aluminum Smelter ■ Electric and metallurgical plant in Bratsk ■ Plant for the production of polymers in Ust-Kut +9.1 TWh increase by 2026 vs. 2020 ■ TransSiberian and Baikal-Amur railways development, development of new gold mining fields and development of existing fields in Bodaibo district ■ New oil pump stations construction, production and processing of natural gas on the basis of the Yaraktinsky and Markovsky oil and gas condensate fields Other Regions Increase in electricity consumption in the Kemerovo region by Kuznetsk Ferroalloys JSC, SUEK-Kuzbass JSC, Processing Plant PF Taldinskaya LLC, commissioning of Zhernovsky - 1 GOK, facilities LLC "Regionstroy" ■ Construction of housing estates and infrastructure facilities in the Novosibirsk region ■ Planned implementation of technological connection of power receiving devices of JSC "Gazpromneft - ONPZ" in the Omsk Region Construction of the Ak-Sug GOK (production of copper concentrate) in Tyva and the Kingash GOK (production of nickel-copper concentrate) Power demand growth in 2021 vs. 2020 is expected at the level of +6.8 TWh (+3.2%) mainly due to the increase of aluminum production in the power systems of the Irkutsk region, Krasnoyarsk Territory and the Republic of Tyva. Source: System Operator, Ministry of Energy of Russian Federation. 41
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