2023 Full-year results

Chemicals, Energy and Fertilisers key commodity pricing • Ammonia price: - 1H23 earnings benefitted from high global ammonia pricing - 2H23 earnings positively impacted by a pricing lag from the pass-through mechanism in some customer contracts Saudi CP: Energy earnings remain highly correlated to movements in Saudi CP, with the reduction in Saudi CP during FY23 linked to global Brent Oil pricing • Spodumene concentrate: - - Contracted pricing to broadly reflect movements in Asia lithium hydroxide spot market pricing Offtake agreements with tier-one customers expected to be executed in 2H CY23 USD/t Ammonia Price (Far East CFR nominal) 1,200 1,000 800 600 400 200 0 FY11 FY13 FY15 FY17 FY19 FY21 FY23 Saudi CP and Crude Brent Oil USD/t USD/bbl 1,400 140 1,200 120 1,000 100 800 80 600 60 400 40 200 20 0 0 FY11 FY13 FY15 FY17 FY19 FY21 FY23 Saudi CP Crude Brent Oil (RHS) 2023 Full-year results | 36

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