JP Morgan Global High Yield & Leveraged Finance Conference slide image

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 7
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