Modernising Agreements and Transition to Renewables slide image

Modernising Agreements and Transition to Renewables

Operating and sustaining capital cost outlook Outlook for 2022 2021 cost guidance of $18-18.5/t Cost pressures continue: Work index increase of 12% (from 2021 forecast) - Continued investment in asset health and reliability Tight labour market driving higher rates Diesel price (+23%, 2021F v 2020) Cost of materials due to strong construction market and COVID-19 restrictions Unit cost history 2021 latest cost estimate (%) (US$/t) 22 22 18 20 20 Investing in our assets Key focus areas: - Asset reliability - Plant and rail asset health Accommodation / camps - Systems including IT Sustaining capital investment (US$bn) ■FTE labour ~1.5 13 1.3 1.1 35 ■Contractor labour 0.9 Diesel and energy 0.5 ■Materials 14 10 12 2016 2017 2018 2019 2020 2021 Pilbara Iron Ore Peers* 20 *Unit cost for peers are based off publicly available sales, revenue and EBITDA data, with adjustments made for comparison to RTIO's reporting method and products Rio Tinto ©2021, Rio Tinto, All Rights Reserved FTE = full time equivalent ■Other 2017 2018 2019 2020 2021 45
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