AngloAmerican Results Presentation Deck
5E Platinum group metals
Platinum
~2
Our supply
-$1.75bn
Spot revenue²
Ruthenium
Large producer
-$150m
Anglo American
Global mined supply ¹
See previous slide for demand data
Pt & Pd interchangeable in autocatalysts
~4g Pt/diesel car
Broad range of emerging applications
●
~95%
Industrial demand
Applications mainly in electronics & chemicals
• Hard disks
Semiconductors
~6
• Chloralkali electrodes
Palladium
~1.2
-$1.7bn
Iridium
Industrial
Large producer
-$400m
14%
86%
Pt & Pd convert harmful
carbon monoxide &
hydrocarbons to CO₂
Autocatalysts
Autocatalysts -2g/diesel car
~4g/gasoline car
.
~6.5
~95%
Industrial demand
Hardness & high melting point support unique
applications:
Spo plugs
Biomedical uses, crucibles
PEM electrolysis (demand growth opportunity)
Rhodium
~0.2
~$1.7bn
Prices ($/oz)
Platinum
Palladium
Rhodium
1. Our share & market supply data are million ounces based on 2022 refined production. Demand data is 2022 net of recycling. Sources: platinum, palladium, rhodium: Johnson Matthey.
2. Illustrative revenue for 2023 based on rounded spot prices on 17 July 2023.
Ruthenium
Iridium
~90%
of demand is autocatalysts demand
Converts harmful NOx to nitrogen
Not easily substituted
~0.5g/gasoline car
Spot²
970
1,300
4,200
400
4,400
~0.7
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