Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Presentation (2025)
16 slides from Mitsui & Co.,ltd's investor presentation, 2025
Slide 1: Mitsui's Mineral & Metal Resources business and the historic Rhodes Ridge acquisition
Mitsui's Mineral & Metal Resources business and the historic Rhodes Ridge acquisition = a
Slide 2: Cameron LNG
©Cameron LNG Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 2
Slide 3: Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 3
Slide 4: Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 4
Slide 5: Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
・ Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 5
Slide 6: Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 6
Slide 7: Our History in Iron Ore
Our History in Iron Ore > MITSUI&CO @ The Rhodes Ridge deal marks the culmination of over 60 years of track record in Australia @ We aim to further enhance value creation by integrating our experience and expertise with initiatives to decarbonize the steel value chain 1960s- 2000s- 2020s- © Started
Slide 8: Further Strengthening of our Iron Ore Business
Further Strengthening of our Iron Ore Business > @ Through investment in Vale and partnerships with BHP and Rio Tinto, developed three competitive pillars @ Acquisition of 40% interest in Rhodes Ridge will be the fourth pillar, and a new opportunity to partner with Rio Tinto eo ie i) < eS , Brazil e
Slide 9: Project Overview
Project Overview > @ Rhodes Ridge 40% interest (undeveloped) e (1) VOC Group Limited : 25% © (2) AMB Holdings Pty Ltd : 15% Acquisition price @ 5,342 million USD *! @ 6.8 billion tons*2 (among the world's largest undeveloped mine) e Pre-feasibility study: completion in 2025 (pian) Rhodes Ridge © Fir
Slide 10: Competitiveness of Rhodes Ridge
Competitiveness of Rhodes Ridge > MITSUI&CO @ One of Australia’s few remaining undeveloped world class deposits of high-grade Mineral Resources* @ Ensuring stable supply of iron ore through joint partnership with long-term, trusted partners ; 70 Comparison: Undeveloped mines One of the world’s large
Slide 11: Synergy 1: Utilization of Existing Iron Ore Infrastructure
> Synergy 1: Utilization of Existing Iron Ore Infrastructure woretaco @ Utilizing Rio Tinto and Robe River JV's existing rail and port infrastructure will significantly reduce initial capex and ensure stable operations @ Potential development of southern part of resource through extension of existin
Slide 12: Synergy 2: Blending
Synergy 2: Blending > MITSUI&CO @ Pilbara Blend is the world's most traded brand of iron ore @ Part of Rhodes Ridge is scarce high Fe / low phosphorus ore, that will be essential for production of Pilbara Blend World seaborne trade volume (by country) Advantage of Rhodes Ridge About Pilbara Blend [>
Slide 13: Production Outlook and Cash Generation of Rhodes Ridge
Production Outlook and Cash Generation of Rhodes Ridge > @ First ore expected by 2030. Initial production stage to be 40 Mtpa Expecting further expansion to over 100 Mtpa in future @ Mitsui’s Core Operating Cash Flow: 100 bn yen” scale at 40 Mtpa and 250 bn yen‘ scale at over 100 Mtpa @ Targeting up
Slide 14: Sustainable Development and Operations
Sustainable Development and Operations > @ Together with Rio Tinto as an operator, development and operations will be conducted with a strong emphasis on sustainability Preservation of Protection of Utilization of Utilization of Protection of Partnership with Water Biodiversity Biofuel Renewable Her
Slide 15: Mitsui's Equity Share of Iron Ore Production
Mitsui's Equity Share’ of Iron Ore Production > @ Participating in Rhodes Ridge is expected to support our long-term earnings from iron ore business @ Beyond Rhodes Ridge, will continue to collaborate with BHP and Vale for a sustainable value creation Rhodes Ridge interest acquisition Approx. 60 Mtp
Slide 16: 360° business innovation.
360° business innovation. MITSUIECO.