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
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