Investor Presentaiton

5E Platinum group metals. Platinum Global mined supply 1 ~2 Our supply Palladium ~6 ~1.2 Rhodium ~6.5 ~0.2 ~$1.75bn See previous slide for demand data Pt & Pd interchangeable in autocatalysts ~4g Pt/diesel car Industrial -$1.7bn 14% Broad range of emerging applications Spot revenue² Pt & Pd convert harmful carbon monoxide & hydrocarbons to CO2 86% Autocatalysts Autocatalysts -2g/diesel car -$1.7bn ~4g/gasoline car Ruthenium Large producer ~95% Industrial demand Applications mainly in electronics & chemicals • Hard disks ~$150m • Semiconductors • • Chloralkali electrodes Iridium Large producer ~95% Industrial demand Hardness & high melting point support unique Prices ($/oz) ~90% of demand is autocatalysts demand Converts harmful NOx to nitrogen Not easily substituted ~0.5g/gasoline car Spot² Platinum 970 Palladium 1,300 Rhodium 4,200 Ruthenium 400 4,400 applications: ~$400m Spark plugs • Biomedical uses, crucibles ⚫PEM electrolysis (demand growth opportunity) 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 17 July 2023. Anglo American ~0.7 65

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