Nova Realidade Covid-19 após 1 ano

New reality (by segment) | Chemicals Business Model: Opening the gas market in Brazil will stimulate investments in the chemical sector. Operational Model: Search for alternatives in supply chain. ⚫ Circular Production Model: Advocates the reduction of consumption of raw materials, the reuse, recycling and use of renewable energies and new materials Changes in Consumer Habits: Wide variation depending on various segments. Lean Strategy: Low impact. Employees: Moderately affected by the variety of sectors that consume the raw material. Capital Structure: Market consolidations in large groups. Risk Management: Alternatives that mitigate impacts on exchange variation Source: KPMG - Nova realidade Covid-19 após 1 ano I Mining and metals (iron, copper, nickel and gold) • Business Model / Risk Management: Review of the relationship of companies with regulatory agents and impacted communities, impacting the operating model in mining projects. Greater transparency. Better stakeholder relationship management. • Operating Model: Expansion of operational automation, electrification of vehicles / equipment and alternatives for remote control of the production process through the use of new technologies. Changes in Consumer Habits: Increased demand for strategic minerals applied in new technologies, such as electric vehicles and batteries. • Lean Strategy: Low impact • Employees: Implementation of strategies to protect employees from exposure to COVID-19 and limit the risk of interruption of operations Capital Structure: Challenges for accessing new sources of capital KPMG © 2021 KPMG Auditores Independentes Ltda., a Brazilian limited liability company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. BD210890 Página 91

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