Investor Presentaiton
Earnings sensitivities
Sensitivity analysis - H1 20231
Commodity/Currency
Copper (c/lb)²
Nickel ($/lb)³
Platinum ($/oz)
Palladium ($/oz)
Impact of 10%
change in price/FX
30 June spot
Average realised
6-month EBITDA ($m)
372
393
331
9.13
9.04
52
897
1,008
57
1,254
1,532
77
Rhodium ($/oz)
4,300
9,034
77
Iron Ore ($/t)4,5
112
105
306
Steelmaking Coal (hard coking coal) ($/t)
233
280
116
Oil price
75
80
32
South African rand
Australian dollar
18.85
18.22
406
1.50
1.48
106
Brazilian real
Chilean peso
4.82
5.07
801
806
5555
50
57
1. Reflects change on actual results for H1 2023.
2. Includes copper from both the Copper (Chile and Peru) and PGMs businesses.
3. Includes nickel from both the Nickel and PGMs businesses.
4. 30 June spot for iron ore ($/t): Platts 62% Fe CFR China.
5. Average realised price for iron ore ($/t) on a wet basis. Kumba: $106/t; Minas-Rio: $104/t.
Anglo American
40
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