AngloAmerican Investor Presentation Deck
kt Cu
The recent "super-cycle" saw a return to long run demand growth trend but, more
importantly, an inflection in the long run trend in mining productivity.
3.E+04
1.E+04
6.E+03
3.E+03
2.E+03
8.E+02
4.E+02
1880
Demand for Copper - 1900 to 2017
000
1900
Anglo American, 2023
China's emergence in the early 2000s
represents a continuation of the long run
global trend line...it was not the cause of
the "super-cycle"
O
1920
08⁰⁰
1940
ఇయి. అరి
1960
1980
2000
2020
Productivity in Mining (Copper)- 1910 to 2017
It is in the supply-side where we
see a departure from long run
trend.
131072
65536
32768
16384
8192
4096
2048
1024
1910
The "super cycle" is more of a
supply side phenomenon then a
demand side issue.
Occca
1930
20080
au
1950
1970
1990
googo
2010View entire presentation