POLY4: A SUSTAINABLE PRODUCT

SIGNIFICANT DEVELOPMENT PROGRESS MADE -25% of expected capex spent... Spend broadly aligned to Sirius's revised plan $1.1bn ...and remaining capex to be optimised Committed to disciplined capital allocation framework 2020/21: update & optimise development timeline / design Integrate with Operating Model & Marketing function ~$0.3bn ~$0.3bn ~$2.7bn capex from 2022 onwards to reach ~10Mtpa4 Incurred4 2020 2021 Quellaveco production expected 2022, ahead of project capex ramp up Anglo American 6

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