Rio Tinto Plc · LSE:RIO
Rio Tinto — Bank of America Global Metals, Mining & Steel Conference 2021
17 slides from Rio Tinto's conference presentation, May 18, 2021
Slide 1: Jakob Stausholm, Chief Executive
Jakob Stausholm Chief Executive Bank of America Global Metals, Mining & Steel conference Traditional Owners welcome employees at the final day of mining 18 May 2021 the Argyle underground block cave mine, 3 November 2020
Slide 2: Cautionary and supporting statements
Cautionary and supporting statements This presentation has been prepared by Rio Tinto plc and Rio Tinto Limited (together with their subsidiaries, “Rio Tinto”). By accessing/attending this presentation you acknowledge that you have read and understood the following statement. Forward-looking stateme
Slide 3: Extraordinary times and significant volatility
Extraordinary times and significant volatility March 2020 Early 2021 ©2021, Rio Tinto, All Rights Reserved 3
Slide 4: We produce materials essential for a low-carbon future
We produce materials essential for a low-carbon future Cu, AI, Fe Cu Cu, AI, Fe, Ti, Li, B AI, Fe, Cu, Li Fe, Cu ©2021, Rio Tinto, All Rights Reserved 4
Slide 5: Four areas of focus for an even stronger Rio Tinto
Four areas of focus for an even stronger Rio Tinto Best operator Impeccable ESG Excel in Expand capability credentials development and leadership Strengthen track Deliver organic & record and inorganic growth transparency Social Licence Earn trust by building meaningful relationships and partnership
Slide 6: Building on our strengths
Best operator Impeccable Excel in ESG Development Building on our strengths credentials Social Licence Safety always our priority Empower and develop our people to maximise their contributions Design and deploy Rio system at foundation sites over next 12 months to prove value and build momentum Achi
Slide 7: Working towards impeccable ESG credentials
Best operator Impeccable Excel in ESG Development Working towards impeccable ESG credentials Social License Licence credentials Safety Climate At the heart of our culture Well positioned portfolio 12% lower AIFR1 YoY Strengthened link between executive Fatality-free year remuneration & our ESG perfo
Slide 8: Ongoing renewal of the portfolio
Best operator Impeccable Excel in ESG Development Ongoing renewal of the portfolio credentials Social Licence Creating the portfolio for the next decade and beyond Controlled risk-takers; committed to making rational choices Gudai-Darri, Western Australia, April 2021 Sharpening our capabilities Impo
Slide 9: Becoming more outward looking
Best operator Impeccable Excel in ESG Development Becoming more outward looking credentials Social Licence Fully participating in the societies where we operate Real engagement with our communities; understanding their felt experience Seeking diverging views Leaving a positive legacy Gove Peninsula
Slide 10: Unleashing our full potential
Unleashing our full potential • Strong safety record • Two years fatality-free • Operational excellence • Great people • 27% ROCE • Project development • Portfolio of world-class assets • $9.4bn Free cash flow • Reputation & rebuild trust • Cash generation & capital • $6.2bn Capital invested discipl
Slide 11: Appendix
Appendix Clontarf Cup in Perth, Western Australia, 26 March 2021
Slide 12: Our portfolio is well positioned for the low-carbon transition
Best operator Impeccable Excel in ESG Development Our portfolio is well positioned for the credentials Social Licence low-carbon transition Our portfolio − Over 95% of our revenues are from Carbon in product No carbon in product sold but CO2 No carbon in product sold and best-in- No carbon in produc
Slide 13: Our portfolio to perform strongly in scenarios with proactive climate action
Best operator Impeccable Excel in Our portfolio to perform strongly in ESG Development credentials Social Licence scenarios with proactive climate action Our Scope 3 goals to guide our partnerships 2020 Highlights - Technology for reductions in steelmaking carbon intensity of at - Reduced emissions
Slide 14: Significant Paterson footprint with potential beyond Winu
Best operator Impeccable Excel in ESG Development Significant Paterson footprint with potential credentials Social Licence beyond Winu – Extensive portfolio of 100% owned tenure, majority owned joint RT Paterson JV’s RT Status SIPA 0 100 km venture (JV) tenure, and active earn-in opportunities Citad
Slide 15: Oyu Tolgoi Underground
Best operator Impeccable Excel in ESG Development credentials Oyu Tolgoi Underground Social Licence Developing a world-class asset Estimate for Panel 01: $6.75bn development capex; Safe & feasible pathway to October 2022 sustainable production One of the largest block cave mines. Proven strength in
Slide 16: We are committed to the Simandou project and Guinea
Best operator Impeccable Excel in ESG Development We are committed to the Simandou project credentials Social Licence and Guinea – One of the world’s largest untapped and richest high-grade iron ore deposits, located in Guinea – High-grade ores can support the transition to lower-carbon steel – Stre
Slide 17: Jadar: Progressing technical studies and establishing trust
Best operator Impeccable Excel in ESG Development Jadar: Progressing technical studies and credentials Social Licence establishing trust – Lithium-boron deposit with the potential to make Serbia a major global producer. Progressing feasibility study; expected to complete end of 2021. If approved, co
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