AngloAmerican Results Presentation Deck slide image

AngloAmerican Results Presentation Deck

Production outlook - supplementary guidance Copper¹ Platinum Group Metals - M&C by metal³ Platinum Group Metals - Refined Iron Ore (Kumba)8 Iron Ore (Minas-Rio)⁹ Units kt Moz Moz Mt Mt 2020 647 Pt: 1.8 Pd: 1.2 Other: 0.8 2.7 38 24 2021 647 Pt: 2.0 Pd: 1.4 Other: 0.9 5.1 41 23 2022 Chile: 562 Peru: 102 Pt: 1.9 Pd: 1.2 Other: 0.9 3.8 38 22 H1 2023 Chile: 249 Peru: 138 Pt: 0.8 Pd: 0.6 Other: 0.4 1.7 19 12 2023F Chile: 530-580 Peru: 310-350 Pt: 1.6-1.8 Pd: 1.2-1.3 Other: 0.8-0.9 3.6-4.0 35-37 22-24 2024F Chile: 550-600 Peru: 360-400 Pt: 1.6-1.8 Pd: 1.2-1.3 Other: 0.8-0.9 3.6-4.0 37-39 24-26 2025F Chile: 530-580 Peru: 310-350 Pt: 1.6-1.8 Pd: 1.1-1.2 Other: 0.8-0.9 3.3-3.7 39-41 25-27 1. Copper business only. On a contained-metal basis. Total copper is the sum of Chile and Peru. Production guidance in Chile is subject to water availability. 2. Nickel operations in Brazil only. The Group also produces approximately 20 kt of nickel on an annual basis as a co-product from the PGM operations. Nickel production is impacted by declining grades. Bulk ore sorting unit benefits 2024, and 2025 is impacted by a maintenance shutdown. 3. 5E + gold PGMs produced metal in concentrate (M&C) ounces. Includes own mined production (-65%) and purchased concentrate (POC) volumes (-35%). Metal in concentrate production is impacted by lower grade and recoveries at Mogalakwena, planned infrastructure closures s and lower volumes from Amandelbult. Kroondal switches to a tolling arrangement upon our exit from the operation, expected in 2024. Lower volumes in 2025 reflect the transition of the Siyanda POC agreement to tolling. 4. Production on a 100% basis except for the Gahcho Kué joint operation, which is on an attributable 51% basis, and is subject to trading conditions. Venetia continues to transition to underground operations - with first production recently achieved. 5. Total iron ore is the sum of Kumba and Minas-Rio on a wet basis. 6. Production excludes thermal coal by-product. 7. 5E + gold produced refined ounces. Includes own mined production and POC volumes. Kroondal switches to a tolling arrangement upon our exit from the operation, expected in 2024. Lower volumes in 2025 reflect the transition of the Siyanda POC agreement to tolling. Subject to the impact of Eskom load-curtailment. 8. Volumes are reported as wet metric tonnes (wmt). Product is shipped with -1.6% moisture. Production in 2023 is impacted by high levels of on-mine inventory and 2024 is subject to finalisation of UHDMS plant review. Subject to the third-party rail and port performance. 9. Volumes are reported as wet metric tonnes (wmt). Product is shipped with -9% moisture. Pipeline inspections impact 2020 and 2025 volumes. Anglo American 38
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