Slides
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Analyst Meeting Q2 2025 Results | 29 July 2025
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Business Update Montri Rawanchaikul Chief Executive Officer Agenda Financial Results Chanamas Sasnanand EVP - Finance & Accounting Q&A SessionA Market & Strategy Update Kanita Sartwattayu EVP - Strategy, Business Development, and Human Resources
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Business Update Montri Rawanchaikul Chief Executive Officer
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Decline of existing fields post-2030, require strong push for new supply Energy Security | Drive to sustain gas supply Yadana Zawtika S1, SPH PTTEP1 G1/61 ArthitC4 G2/61 MTJDA f Key strategies to ensure Thailand Energy Security Indicative Figure 1 2 3 Maintain existing gas through GoT SAVE transformative changes Drive extension for supply continuity on upcoming expiring assets (Onshore, Contract 4, Yadana) 4 Unlock more from initiatives by breaking the boundary of existing assets Accelerate new gas supply from key new potential sources G1/65 G3/65 LNG Import, MTPA 10 2520 (Without 2,3,4) (Without 2,3,4) 4 WESTERN Corridor SOUTHERN Corridor EASTERN Corridor 1 2 3 4 5 2025 2030 2035 Thailand Gas Demand Gas supply to Thailand, Bscfd 1 2 3 Contracted LNG 70% Total gas supply 22% Total gas supply 4
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Focus on Value over Volume for more robust, profitable and sustainable future E&P Growth Strategy • Strengthen technical expertise • Actively study underground potential and identify new opportunities • Focus on high-potential opportunities in collaboration with strategic partners Exploration “Prioritize” Exploration opportunities • Prioritize investments in focus countries through JV model • Identify International Growth opportunities with strategic partners • Explore LNG opportunities in strategic areas M&A “Selective” Value over Volume International Growth Model Focus on gas projects in late exploration and early production, within focus areas Collaborate closely with strategic partners to enhance value creation Explore new opportunity in LNG value chain 5