Anglo American Plc · LSE:AAL
Anglo American — ESG Presentation (October 2022)
33 slides from Anglo American's sustainability presentation, Oct 31, 2022
Slide 1: Sustainability Performance Update
Sust Pertc 31 October 2022
Slide 2: Cautionary statement
Cautionary statement Disclaimer: This presentation has been prepared by Anglo American plc (“Anglo American”) and comprises statements should, therefore, be construed in light of such risk factors and undue reliance should not be placed on forward- the written materials/slides for a presentation con
Slide 3: Agenda
Agenda Introduction & Safety Share Anik Michaud – Group Director Corporate Relations & Sustainable Impact Climate Change Duncan Wanblad – Chief Executive Biodiversity Tony O’Neill – Technical Director Responsible Mining Hilton Ingram – Executive Head of Marketing Rio Do Vento wind farm (Anglo Americ
Slide 4: Safety share - fatal incident
Safety share - fatal incident Technician fatally crushed by retractable stair system Design common to trucks at other sites, and other mining companies Immediate Call to Action issued to our mines Industry briefing shared with ICMM This is not the truck involved in incident Investigation by regulato
Slide 5: Opening Remarks
Opening Remarks Duncan Wanblad – Chief Executive Sakatti exploration 5
Slide 6: Focused on restoring improvement trend
Focused on restoring improvement trend Safety Health Environment Group TRIFR1,2 Fatalities1 Occupational health – new cases1,3 Level 3 & above significant incidents1,4 3.17 101 96 2.66 6 2.21 2.30 2.14 2.24 39 30 2 9 16 1 1 1 5 4 2 2 2 0 0 2017 2018 2019 2020 20211 Sep YTD 2017 2018 2019 2020 2021 S
Slide 7: Positive progress towards sustainability objectives
Positive progress towards sustainability objectives Energy GHG emissions Social mGJ Mt CO2 equivalent emissions5 Social Way Implementation6 97 18 18 84 87 85 16 16 81 15 49% 23% 91% 96% 89% 54 9 2017 2018 2019 2020 2021 Aug YTD 2017 2018 2019 2020 2021 Aug YTD 2017 2018 2019 2020 2021 2022 Social Wa
Slide 8: 2030 Sustainable Mining Plan goals integral to strategy
2030 Sustainable Mining Plan goals integral to strategy Healthy Thriving Trusted Environment Communities Corporate Leader 30% GHG emissions 5 jobs supported off-site for every job Establish local and national on site accountability forums 30% energy efficiency SDG 3 health targets in host Leader
Slide 9: Climate Change
Climate Change Duncan Wanblad – Chief Executive nuGen™ hydrogen truck powerplant Mogalakwena’s PV field 9
Slide 10: Our pathway to greener production of metals & minerals
Our pathway to greener production of metals & minerals 2040 Scopes 1 & 2 carbon neutrality target7 2040 Scope 3 50% cut ambition8 nuGen / FirstMode MoU announced Production growth in high quality steelmaking Fossil products outpaces steel Envusa Energy Thermal fuels value chain launched coal decarbo
Slide 11: 2040 carbon neutrality before 90% of 1.5oC pathways
2040 carbon neutrality before 90% of 1.5oC pathways Range of published IPCC assessed 1.5oC Net Zero 2050 pathways indexed from 2020 Fossil fuels IEA Electricity Net zero by 2050 purchased 2030 target – 30% reduction of Diesel GHG emissions vs 20169 Fugitive methane emissions Carbon neutrality across
Slide 12: Collaboration & partnership key to decarbonisation
Collaboration & partnership key to decarbonisation South America Southern Africa Zero Emissions Haulage 100% renewable electricity across Envusa Energy: partnership with Partnership MoU with nuGenTM and operations in Brazil, Chile & Peru EDF Renewables First Mode Quellaveco powered by renewables 600
Slide 13: Our diversified portfolio is suited to future demand trends
Our diversified portfolio is suited to future demand trends Suite of future-enabling Positioned for a metals and minerals products intensive energy transition Copper equivalent production15 Steelmaking Coal Diamonds ~60 new Quellaveco size Transition copper mines needed by 2040 enabling High quality
Slide 14: Biodiversity
Update photo Biodiversity Tony O’Neill - Technical Director Sishen biodiversity conservation 14 Sishen biodiversity conservation
Slide 15: Re-balancing nature and nurturing biodiversity is integral to our Purpose
Re-balancing nature and nurturing biodiversity is integral to our Purpose Biodiversity critical for healthy Climate change impacts reduced Providing food security through fertile waterways – enabling clean water and through effective biodiversity – land, pollinators and habitats for sanitation for c
Slide 16: Biodiversity and water are inextricably linked
Biodiversity and water are inextricably linked Biodiversity has a major role in the quality and quantity of water, particularly in semi-arid areas where we operate Rehabilitation & selective vegetation Engineered wetlands Biodiversity at a microbe level Engineering rehabilitated land to reduce Creat
Slide 17: Positive outcomes across our business
Positive outcomes across our business Taking action every day and designing the outcomes into our plans Iron Ore Brazil Copper - Chile Woodsmith Project - UK Large conservation offset Community and government partnerships eDNA sampling New integrated rehab nursery Native seed/plant development Coppe
Slide 18: Our commitment: Net Positive Impact on biodiversity
Our commitment: To deliver Net Positive Impact on biodiversity across Anglo American By 2030, we will have independently verified biodiversity management plans, integrated into our life of asset plans, that will deliver net positive impact on biodiversity against our baseline assessment of 2018 Fram
Slide 19: Long-term and meaningful global partnerships & collaborations
Long-term and meaningful global partnerships & collaborations Partnerships & collaborations support the delivery of In partnership with.. Net Positive Impact Aligned with regional & national initiatives including UN COP15 Global Biodiversity Framework goals Focused on planning & implementation best
Slide 20: Responsible Mining
Responsible Mining Hilton Ingram – Executive Head of Marketing Der Brochen environmental audit 20 Las Tortolas solar panels
Slide 21: Maximising value from our mineral resources & market positions
Maximising value from our mineral resources & market positions Marketing: an integral part of our strategy Delivering value through three pillars Product Effective marketing, efficient value chains, complemented by third party products Partnership Tailoring solutions to customers needs Provenance Mo
Slide 22: Customers focused on supply chain integrity & ESG credentials
Customers focused on supply chain integrity & ESG credentials Customers face external pressures… ..and need assurance on their purchases Environmental Rely on regulations advocacy Changing demographics Biodiversity Government legislation Audit individual suppliers Technology Shareholder expectations
Slide 23: Anglo American supported development of responsible mining standards
Anglo American supported development of world’s most respected responsible mining standards 2012 2019 2022 2005 First RJC Unki mine IRMA Anglo American achieves first RJC Origination implementation audit starts Copper Mark award 2008 2018 2021 Anglo American IRMA publish Standard Unki mine IRMA resu
Slide 24: Commitment to assure our operations against a responsible mining standard
Commitment to assure our operations against a recognised responsible mining standard by 2025 Healthy Environment Trusted Corporate Leader Thriving Community 2021: 11 operations 2025: all operations being assured against recognised responsible mine to undergo third-party audits against recognised cer
Slide 25: Growing interest in mine certification from metals users
Growing interest in mine certification from metals users Companies publicly committed to IRMA: 25
Slide 26: Positioned for a sustainable future
Positioned for a sustainable future Duncan Wanblad – Chief Executive Copper pipes 26
Slide 27: Our investment proposition / Q&A
Q&A Our investment proposition Competitive Differentiated Sustainable assets capabilities returns Strong cost position Technology-led Disciplined capital allocation Long-term growth options Sustainability leader EBITDA margins of 45-50%17 To ask a question, please use link provided in invitation 27
Slide 28: Footnotes
Footnotes 1. Recordable incidents. Data relates to subsidiaries and joint operations over which Anglo American has management control. Since 2018 data for fatalities, TRIFR and environmental metrics excludes results from De Beers’ joint operations in Namibia and Botswana. 2021 fatalities has been re
Slide 29: Appendix
Update photo Appendix Shipping biofuel trial 29
Slide 30: Our Sustainable Mining Plan at the heart of our strategy
Our Sustainable Mining Plan at the heart of our strategy 30
Slide 31: Our commitment: Net Positive Impact on biodiversity by 2030
Our commitment: To deliver Net Positive Impact on biodiversity across Anglo American by 2030 Net Positive Impact means that across the life of our assets, any negative impact on biodiversity from our activities will be outweighed by the positive impact of our achievement of biodiversity gains. Frame
Slide 32: A sustainable, responsible & transparent business
A sustainable, responsible & transparent business ESG ratings Overall score 78/100 ‘AA’ rated ‘Prime’ rated Overall score of 4.5 (out of 5), #4 out of 81 companies assessed Ahead of peers Industry leader which puts us in the top percentile in the mining & metals category and in joint second place In
Slide 33: Investor Relations
Investor Relations Paul Galloway paul.galloway@angloamerican.com Tel: +44 (0)20 7968 8718 Emma Waterworth emma.waterworth@angloamerican.com Tel: +44 (0)20 7968 8574 Michelle Jarman michelle.jarman@angloamerican.com Tel: +44 (0) 20 7968 1494 FutureSmart MiningTM