Modernising Agreements and Transition to Renewables slide image

Modernising Agreements and Transition to Renewables

Product group level guidance Iron Ore Shipments Copper 2021 production guidance¹ 320-325mt² (100% basis) 2021 costs $18.0-18.5/wmt (FOB), based on an Australian dollar exchange rate of $0.75 Mined Copper Refined Copper ~500kt³ 190 - 210kt4 C1 Copper unit costs 75-80 US c/lb Aluminium Bauxite Alumina 54 - 55mt6 7.8 -8.2mt 3.1-3.3mt Modelling guidance provided for Canadian smelters only (see slide 80) Aluminium Minerals TiO2 IOC pellets and concentrate B₂O3 Diamonds 1 Rio Tinto share unless otherwise stated. ~1.07 ~0.5mt 9.5-10.5mt 3.0 3.8m carats5 2 Pilbara shipments guidance remains subject to COVID-19 disruptions including risks around mandatory vaccination for the resources industry in Western Australia as of 1 December, and risks around commissioning of new mines and management of cultural heritage. 3 Remains subject to COVID-19 disruptions and risks around mine plan sequencing following geotechnical issues at Kennecott. 4 Reduction reflects a Kennecott smelter incident in September resulting in force majeure on customer contracts. 5 Diamonds 2021 guidance and actuals are for Diavik only for comparability, following Argyle closure in 2020. Unadjusted Diamonds production for 2020 was 14.7 million carats, including both Diavik and Argyle operations. 6 Reduction reflects equipment reliability issues and operational instability at the Pacific mines. The focus in the fourth quarter is on the recovery of plant equipment availability and asset health to support 2022 performance. 7 Full year titanium dioxide slag production guidance has been reinstated following stabilisation of the security situation at Richards Bay Minerals in South Africa and resumption of operations. 8 Iron Ore Company of Canada. Rio Tinto ©2021, Rio Tinto, All Rights Reserved uvex 78
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