1. Update on the power situation in Asia Edgar van der Meer Energy Analyst June 21, 2013 1 17th World Chlor-Alkali Conference

2. June 21, 201317th World Chlor-Alkali Conference2 Outline Generation Capacity Asia and Selected Countries Global Fuel Costs Demand Asian Demand Worldwide trends Energy Shortfall Outlook Where are the tariffs headed?

3. 2013 Electricity Generation Capacity In 2013, over half of Asias Electricity Generation Capacity is fueled by Coal Over ¾ of supply will come from only 3 sources: Coal, Hydro & Gas June 21, 201317th World Chlor-Alkali Conference3

4. 2020 Electricity Generation Capacity While lower, Coal will still be the major source for installed capacity in 2020 Hydro and Gas remain in the number 2 and 3 spots but theres an increasing mix June 21, 201317th World Chlor-Alkali Conference4

5. 2020 Comparison Asia vs. World June 21, 201317th World Chlor-Alkali Conference5

6. Generation Capacity (MW) China June 21, 201317th World Chlor-Alkali Conference6

7. Generation Capacity (MW) India June 21, 201317th World Chlor-Alkali Conference7

8. Generation Capacity (MW) Indonesia June 21, 201317th World Chlor-Alkali Conference8

9. Generation Capacity (MW) Japan June 21, 201317th World Chlor-Alkali Conference9

10. Generation Capacity (MW) Korea - South June 21, 201317th World Chlor-Alkali Conference10

11. Price Effects of Coal-Fuelled Electricity Generation Positives Wide Availability Easy Transport High Energy Value Negatives Carbon Taxation High Capital Cost Environmental Cost Recovery June 21, 201317th World Chlor-Alkali Conference11

12. Price Effects of Gas-Fuelled Electricity Generation Positives High Energy Value New Reserves Increasing Supply Efficiencies in use of Technology (CC / ACT) Negatives Difficult Transport Centralized Availability June 21, 201317th World Chlor-Alkali Conference12

13. Generation Capacity Conclusions Asian Electricity Sector has a heavy reliance on Coal Disproportionate to the Rest of the World Gas influence Rising High Oil Prices Pushing Diversification June 21, 201317th World Chlor-Alkali Conference13

14. Price Developments of Fuel June 21, 201317th World Chlor-Alkali Conference14

15. Raw Fuel Costs per kWh June 21, 201317th World Chlor-Alkali Conference15 Source: BP/EIA

16. What was your share? 17,691,480,000,000 kWh June 21, 201317th World Chlor-Alkali Conference16 $4,560,834,057,610

17. Net Generation and Net Consumption June 21, 201317th World Chlor-Alkali Conference17

18. June 21, 201317th World Chlor-Alkali Conference18

19. So where are we headed? June 21, 201317th World Chlor-Alkali Conference19

20. Conclusions Dependency on Coal High oil prices Lower cost of Gas More grid interconnections Middle East Stability June 21, 201317th World Chlor-Alkali Conference20

21. Thank you June 21, 201317th World Chlor-Alkali Conference21

22. Receive a Free Report June 21, 201317th World Chlor-Alkali Conference22 http://www.nrgexpert.com/chlor-alkali-conference-delegate-report/