Future-Enabling Growth Strategy Update slide image

Future-Enabling Growth Strategy Update

Production outlook - supplementary guidance Copper² Units 2019 2020 2021F 2022F 2023F 2024F (new) Chile: 560-600 (prev. 580-640) Chile: 590-650 Chile: 590-650 kt 638 647 650-660 Peru: 120-160 (prev. 100-150) Peru: 320-370 (prev. 300-350) Peru: 320-370 Platinum Group Metals - M&C by metal³ Moz 4.4 Pt: 1.8 Pd: 1.2 Other: 0.8 Pt: ~2.0 Pd: 1.35 Other: ~0.95 Pt: 1.9-2.1 Pd: 1.3-1.4 (prev. 1.4-1.5) Other: 0.9-1.0 Pt: 1.9-2.1 Pd: 1.3-1.4 (prev. 1.4-1.5) Other: 0.9-1.0 Pt: 1.9-2.1 Pd: 1.3-1.4 Other: 0.9-1.0 Platinum Group Metals - Refined Moz 4.7 2.7 5.0-5.1 (prev. 4.8-5.0) 4.2-4.6 (prev. 4.7-5.1) 3.8-4.2 (prev. 4.2-4.6) 4.1-4.5 Iron ore (Kumba)8 Iron ore (Minas-Rio)⁹ Mt 43 38 ~40.5 39-41 (prev. 41.5-42.5) 39-41 41-43 (prev. 41.5-42.5) Mt 23 24 ~23 (prev.~24) 24-26 25-27 26-28 All guidance subject to the extent of further Covid-19 related disruption. 1. 2. 3. 4. 5. 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 and ongoing operational challenges. Venetia continues to transition to underground operations during 2022, with ramp-up expected from 2023. Copper business unit only. On a contained-metal basis. Decrease in Chile production from 2022 driven by lower expected grades at Collahuasi and Los Bronces, and lower water availability at Los Bronces. Upgrade in Peru production. 5E+ gold produced metal in concentrate ounces. Includes own mined production (~65%) and purchased concentrate volumes (~35%). Total iron ore is the sum of Kumba and Minas-Rio on a wet basis. Excludes thermal coal production in Australia. Lower production in 2022 principally owing to a focus on safety and stable ramp-up of Grosvenor operations, following the suspension from May 2020. Decrease in 2023 guidance owing to revised timing for the Moranbah-Grosvenor plant expansion project, which will be submitted for approval in 2023 with production benefits expected from ~2025. Nickel business unit only. Decrease in 2022 driven by lower expected ore grades. 2023 volumes impacted by deferrals on bulk ore sorting technology and briquetting project. 5E+gold produced refined ounces. Includes own mined production and purchased concentrate volumes. Higher refined volumes in 2021 owing to the ACP outperformance and release of majority of the work-in-progress inventories from FY2020. 6. 7. 8. Volumes are reported as wet metric tonnes (wmt). Product is shipped with -1.6% moisture. Subject to rail and port performance. 9. Volumes are reported as wet metric tonnes (wmt). Product is shipped with -9% moisture. Pipeline inspections impact 2020 and 2023 volumes. Anglo American 29
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