In 4Q12, BCP targets an increase in crude run of 90 KBD from operating at 38.7 KBD in
the third quarter. This is from Crude Distillation Unit #3 coming back on line since
November 6 after a fire there. Insurance will cover the Bt800mn in repair expenses. BCP
also expects its highest sales volume of the year at 411mm liters per month as it is high
season for travel. As such, we expect earnings to improve from 3Q12.