AngloAmerican Results Presentation Deck
5E Platinum group metals
Platinum
~2
Global mined supply¹
Our supply
~$1.8bn
Spot revenue²
Ruthenium
Large producer
~$150m
See previous slide for demand data
Pt & Pd interchangeable in autocats
~4g Pt/diesel car
Broad range of emerging
applications
Applications mainly in electronics
& chemicals
●
●
~95%
Industrial demand
●
Hard disks
Semiconductors
Chloralkali electrodes
Palladium
~1
-$2.2bn
Iridium
Industrial
Large producer
~$400m
14%
Autocatalysts
~2g/diesel car
Autocatalysts ~4g/gasoline car
•
86%
●
Pt & Pd convert harmful
carbon monoxide &
hydrocarbons to CO₂
~7
~95%
Industrial demand
Hardness & high melting point support
unique applications:
Spark plugs
Biomedical uses, crucibles
• PEM electrolysis (demand growth
opportunity)
Rhodium
~0.2
~$3.0bn
Prices ($/oz)
Platinum
Palladium
Rhodium
Ruthenium
Iridium
1. Our share & market supply data are million ounces based on 2022 refined production. Demand data is 2022 net of recycling. Sources: Platinum, Palladium, Rhodium: Johnson Matthey.
2. Illustrative revenue for 2023 based on rounded spot prices on 8 February 2023.
Anglo American
~90%
of demand is autocatalysts demand
Converts harmful NOx to nitrogen
Not easily substituted
~0.5g/gasoline car
Spot²
1,000
1,700
11,900
~0.7
400
4,200
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