AngloAmerican Results Presentation Deck slide image

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 65
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