AngloAmerican Results Presentation Deck slide image

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 77
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