AngloAmerican Results Presentation Deck slide image

AngloAmerican Results Presentation Deck

5E Platinum group metals Platinum ~2 Global mined supply¹ Our supply -$2.1bn Spot revenue² Ruthenium Large producer ~$250m 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 ~2 ~$3.2bn Iridium Industrial ~$450m Large producer Autocatalysts ~2g/diesel car Autocatalysts -4g/gasoline car 14% ● Pt & Pd convert harmful carbon monoxide & hydrocarbons to CO₂ 86% ● Hardness & high melting point support unique applications: Spark plugs ~95% Industrial demand Biomedical uses, crucibles • PEM electrolysis (demand growth opportunity) Rhodium ~0.3 ~$5.5bn Prices ($/oz) Platinum Palladium Rhodium Ruthenium Iridium 1. Our share & market supply data are million ounces based on 2021 refined production. Demand data is 2021 net of recycling. Sources: Platinum, Palladium, Rhodium: Johnson Matthey. 2. Illustrative revenue for 2022 based on rounded spot prices on 14 Feb 2022. Anglo American ~90% of demand is autocatalysts demand Converts harmful NOx to nitrogen Not easily substituted ~0.5g/gasoline car Spot² 1,000 2,400 18,400 ~0.7 550 3,900 73
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