Tronox Holdings Plc · NYSE:TROX

Tronox — Rare Earth Mines, Magnets & Motors 2026 - Adamas Intelligence

18 slides from Tronox's conference presentation, Sep 30, 2026

1. Slide 1: Building an Integrated Rare Earth Supply Chain

   Building an Integrated Rare Earth Supply Chain Eric Bender, VP Strategy & Corporate Development Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2023 30 September 2026

2. Slide 2: Safe Harbor Statement and Non-U.S. GAAP Financial Terms

   Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements Statements in this release that are not historical are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking state

3. Slide 3: Tronox: a Diversified, Vertically Integrated Titanium Industry Leader

   Tronox: a Diversified, Vertically Integrated Titanium Industry Leader TROX $2.9B $336M ~5,700 ~1,200 NYSE 2025 Revenue 2025 Adj. EBITDA Global Employees Customers • Vertically integrated mining and inorganic TiO2 SALES VOLUME SALES REVENUE REVENUE FROM DISTRIBUTION BY DISTRIBUTION BY chemical compan

4. Slide 4: Tronox's Vertical Integration: From Mine to TiO2

   Tronox’s Vertical Integration: From Mine to TiO2 Tronox mines the ore, separates the ilmenite that we upgrade to feedstock for use in our pigment plants Ore Ilmenite Feedstock Ore in ground Mining/Separation Upgrading Chloride Process Monazite Ilmenite Leucoxene / Rutile Zircon (Rare Earth Minerals)

5. Slide 5: Tronox's Global Footprint

   Tronox’s Global Footprint Sites 6 Continents 5 Mineral Sand Mines 7 TiO2 Pigment Plants1 14% 5 11% Upgrading Facilities 8% 11% TiO2 32% Capacity1 Tronox Corporate 850kt Chloride Pigment 6% Chloride Sulfate Pigment 18% Mineral Sands 92kt Operational Offices Sulfate % Employee Distribution 942kt Total

6. Slide 6: Rare Earths Opportunity: Tronox Has a Rare Mix of Skill Sets

   Rare Earths Opportunity: Tronox Has a Rare Mix of Skill Sets Uniquely positioned as a global leader in the mining and chemical industry with established technical and operational expertise invaluable across the Rare Earths chain Hydro- and pyrometallurgy Tronox operates in both disciplines and count

7. Slide 7: Strategic Agreement Between Tronox & JX Advanced Metals

   Strategic Agreement Between Tronox & JX Advanced Metals Agreement advances development of Tronox’s critical minerals processing capabilities across Australia, the United States, and Japan • Announced signing of a cooperation and investment agreement with JXAM on September 29 • Agreement advances the

8. Slide 8: JX Advanced Metals Develops, Manufactures, and Sells Advanced Materials

   JX Advanced Metals Develops, Manufactures, and Sells Advanced Materials with World-Leading Market Shares Copper Production (year) Saganoseki Refinery Capacity 450kt Recycled Gold (year) 7t Copper Production from Mine Interests (year) 200kt Source: JX Advanced Metals; All figures as of FY2026 Tronox

9. Slide 9: JXAM Operates Sites Across Japan

   JXAM Operates Sites Across Japan Source: JX Advanced Metals Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2026 9

10. Slide 10: JXAM Operates Sites Outside of Japan

    JXAM Operates Sites Outside of Japan Source: JX Advanced Metals Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2026 10

11. Slide 11: JX Advanced Metals Products are Essential for the Future of Information Technology

    JX Advanced Metals Products are Essential for the Future of Information Technology Source: JX Advanced Metals Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2026 11

12. Slide 12: JX Advanced Metals Products are Essential for the Future of Automotive Vehicles

    JX Advanced Metals Products are Essential for the Future of Automotive Vehicles Source: JX Advanced Metals Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2026 12

13. Slide 13: Proposed Cracking Plant and Refinery Would Leverage Tronox's Existing Operational Footprint

    Proposed Cracking Plant and Refinery Would Leverage Tronox’s Existing Operational Footprint in Australia and the United States Australian Operations US Existing Infrastructure • We operate three large mineral sands • Our 225ktpa Hamilton, Mississippi mines throughout Australia: TiO2 site has ~28 acr

14. Slide 14: The Two Proposed Sites Expected to Produce up to 10,000tpa of TREO

    The Two Proposed Sites Expected to Produce up to 10,000tpa of Total Rare Earth Oxides (TREO) Monazite from our mineral sands would be cracked in Western Australia and separated at Hamilton into individual rare earth oxides 3 2 RE Refinery — Hamilton, MS Cracking Plant — Rockingham, Western Australia

15. Slide 15: Pax Silica and the TROX x JX Partnership

    Pax Silica and the TROX x JX Partnership Tronox + JX would deliver the allied rare earth capacity called for by Pax Silica • US led initiative launched December 2025 with 24 signatories as of the 2026 Pax Silica Summit • Unites aligned economies around critical minerals, energy, advanced manufacturi

16. Slide 16: Future State: Additional Critical Mineral & Material Opportunities

    Future State: Additional Critical Mineral & Material Opportunities Beyond rare earth oxides, the Tronox–JX partnership opens a pathway to non- China supply of zirconium, hafnium, scandium, and niobium Zirconium Hafnium Nuclear-grade | Reactor fuel cladding Semiconductor | Gate oxides & control rods

17. Slide 17: Appendix

    Appendix Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2026 17

18. Slide 18: Reconciliation of Net Income to EBITDA and Adjusted EBITDA (NON-U.S. GAAP)

    Reconciliation of Net Income to EBITDA and Adjusted EBITDA (NON-U.S. GAAP) TRONOX HOLDINGS PLC RECONCILIATION OF NET LOSS TO EBITDA AND ADJUSTED EBITDA, ADJUSTED EBITDA AS A % OF NET SALES AND NET DEBT TO TRAILING-TWELVE MONTH ADJUSTED EBITDA (NON-U.S. GAAP) (UNAUDITED) (Millions of U.S. dollars) Th

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