Second Quarter 2022 Conference Call
Investing Now to Secure Future Vertical Integration
Ample titanium ore reserves for 2035 and beyond
Australia
Eastern Ops
KZN
Namakwa
Australia
Northern Ops
Australia
Southern Ops
2016 2017 2018 2019 2020 2021
Snapper
Ginkgo
Fairbreeze C/C Extension
Namakwa West
Namakwa East RAS
Cooljarloo
Wonnerup
Brazil Paraiba¹
TRONOX
Ginkgo / Crayfish
Flexible CapEx approach can be paused,
accelerated or delayed / slowed down if
needed based on market conditions
Mine Production Forecast
2022 2023 2024 2025 2026 2027
Atlas Campaspe
Fairbreeze A/B
Namakwa East OFS
Sustaining our current level of feedstock
integration by executing on pipeline of
high-value mine projects
2028 2029 2030 2031
Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2022
Other Regional Deposits
2032
2033 2034 2035
Other Deposits
Cooljarloo West Dongara
>50% IRR and payback <5 years for active current developments
1) Supply of ilmenite for TROX's Bahia plant in Brazil is expected to be sourced from existing inventory until the end of 2024, after which the plant is expected to be supplied through alternative sources, including imports from TROX's other mines.
Investments made today ensure
feedstock integration for next 10+ years
with significant optionality thereafter
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