AngloAmerican Results Presentation Deck
THERMAL COAL - PRICE AND COVID-19 IMPACTS
Sales
SA² / Col
2020
vs. 2019
3.
4.
125
Export prod.
SA¹ / Col
16.5Mt/4.1 Mt 16.6Mt/4.5Mt
Underlying EBITDA ($m)
2019
17% / 152%
(98)
19% / 148%
Price
126
FOB price ³
SA / Col
FX
$57/t/ $46/t
17% / 18%
(55)
Unit cost4
SA / Col
$38/t/ $39/t
16% / 118%
(55)
43
Covid
Underlying
EBITDA
SA5 / Col
$(15)m / $0m
n/a / n/a
5. Includes corporate and project costs of $42m.
6.
Represents the underlying EBITDA margin for the mining business. It excludes the impact of third-party trading activities.
Anglo American
76
Mining margin
SA6 / Col
(6)% / 0%
13pp / 126pp
Inflation
SA = South Africa, Col = Colombia/Cerrejón mine (Anglo American share: 33.3%)
1. Export primary production, secondary production sold into export markets and production sold domestically at export parity pricing. Excludes other domestic production.
Export primary production, secondary production sold into export markets and production sold domestically at export parity pricing. Excludes other domestic production and sales of third-party
purchases.
2.
Weighted average export thermal coal price achieved. SA FOB price excludes third party sales from locations other than Richards Bay.
FOB unit cost excluding royalties and study costs. SA unit cost is for the trade operations.
(134)
Cost & volume
SA Capex
Other
$184m
130%
(15)
2020
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