JP Morgan Global High Yield & Leveraged Finance Conference
1
Superior Competitive Position as Most Vertically integrated
TiO₂ Producer
2
Mining
Operations
Existing
Upgrading
Operations
Future
(Extensions)
Resulting Ti-Products:
Existing
Future
Resulting Products:
Pigment
Production
TRONOX
Fairbreeze
Fairbreeze
Extension
Namakwa
190k MT Ti Slag
Namakwa
East and
West
UMM
East OFS
UMM Expansion
KZN
220k MT Ti Slag
.
H Slag
"
Ilmenite
Gingko
Snapper
Tronox Holdings plc | © 2022
Synthetic Rutile
Chloride
940k MT
Cooljarloo Wonnerup
Port Durnford
Chandala
240k MT Syn. Rutile
Atlas
Campaspe
Under Development
Paraiba
Coolljarloo
West
Dongara
Jazan
500k MT Ti Slag
Zircon
Pig Iron
(Direct sales)
W
" Rutile
Leucoxene
Sulfate ilmenite
" Chloride ilmenite
M
·
Direct
Use
Sulfate
138k MT
Benefits of Integration
Full utilization of mining and
feedstock assets to operate more
efficiently and at lower cost
Optimize targeted feedstock and
grades depending on market
conditions
Assures feedstock supply matches
demand and captures feedstock
margin on pigment sales in all
market conditions
Ensures low-cost position which
enables strong cash flow generation
and higher margins with reduced
volatility
Creates meaningful quantities of
valuable Zircon and Pig Iron, which
are sold to customers around the
world
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