AngloAmerican Investor Presentation Deck
Footnotes
1. Source: FAO (Food and Agriculture Organization of the United Nations).
2. Source: IFA (International Fertilizer Association)
3. Source: WWF Living Planet Report, 2016.
4. Relative to comparable fertiliser products.
5. Observed yield increase in studies compared to conventional fertilisation programme. Source: Anglo American Crop Nutrients Agronomy
Database.
6. Source: Anglo American Crop Nutrients Agronomy Database.
7. Source: Anglo American Crop Nutrients; IHS Markit; BCG analysis.
8.
% contribution to the nutrient build-up price at spot. The relative contribution of the nutrient components to the price will vary with the relative
pricing of the various reference prices.
9. Source: Anglo American Macro & Commodity Research; Anglo American Crop Nutrients Market Intelligence.
10. Long term 2023 real terms at 13Mtpa based on a blend substitution pricing methodology, which assesses whether a current fertiliser blend
can be reassembled with the inclusion of POLY4 and the resulting price a purchaser would be willing to pay for the POLY4 without changing
the total cost of the blend. In many cases, the inclusion of POLY4 offers further benefits such as providing Mg, Ca and micronutrient traces,
enhancing the blend at no further cost.
11. Long term 2023 real terms premia at 13Mtpa based on risk-weighted price outcomes.
12. Granular calcium price benchmark not typically published. Available upon request from wholesale and retailers.
13. Kieserite price benchmark not typically published on a frequent basis. Available upon request from main fertiliser research houses (e.g. Argus,
CRU and IHS).
14. MOP, SOP, AS and Urea in granular form. Price benchmarks published by main fertiliser research houses (e.g. Argus, CRU and IHS).
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