Slide 1: 2025 EVR site visit – Group coal asset overview
2025 EVR site visit – Group coal asset overview Energising today Advancing tomorrow
Slide 2: Important notice
Important notice Information preparation This document does not constitute or form part of any offer or invitation In preparing this document, Glencore has made certain estimates and to sell or issue, or any solicitation of any offer to purchase or subscribe for assumptions that may affect the infor
Slide 3: Overview
Overview Overview 2025 EVR Site visit 3
Slide 4: Glencore coal group – diverse footprint in many of the world’s key mining districts
Glencore coal group – diverse footprint in many of the world’s key mining districts Cerrejón Australia Operating complexes 12 2024 Production (Mt) (1) 71 Marketable reserves (Mt) (3) 1,258 Colombia Collinsville Hail Creek Operating complexes 1 2024 Production (Mt) (1) 19 Clermont Oaky Creek Marketab
Slide 5: Track record of successful coal investment
Track record of successful coal investment Buy out of numerous minority interests in Clermont, Ulan, Rolleston, Bulga and Ravensworth North Teralba Ulan MIM Holdings Rolleston Tahmoor Glendell Umbeco Ravensworth Integra Hunter Valley Zonnebloem Mangoola West Oaky Creek Metorex Mangoola North Operati
Slide 6: HSEC overview
HSEC overview Health & Safety • Systematic approach to injury prevention – • Responsible management of tailings storage Safework 2.0 facilities • Proactive and effective safety leadership • Progressive land rehabilitation • Critical Control process, for Catastrophic Hazard • Sustainable final land u
Slide 7: Evolution of Group production and mine unit costs/margins
Evolution of Group production and mine unit costs/margins Energy coal Steelmaking coal Production (Mt)(1) Production (Mt)(2) 30-35 106.1 99.6 87-95 17.8 16.6 22.0 19.1 19.9 32.5 91.0 12.5 66.3 63.9 47.5 15.9 7.5 7.4 2023 2024 H125F 2025F 2025 Guidance 2023 2024 H125F 2025F 2025 Guidance Colombia Sou
Slide 8: Steelmaking coal now expected to be the majority share of coal earnings
Steelmaking coal now expected to be the majority share of coal earnings Steelmaking coal share of group coal EBITDA(1,4) Steelmaking coal share of 55% earnings expected to increase over time with the 34% managed decline of our 22% 21% 18% energy coal business 12% 8% Consolidated production (Mt)(1,3)
Slide 9: A leading seaborne supplier of high-quality steelmaking and energy coal
A leading seaborne supplier of high-quality steelmaking and energy coal Spot Illustrative seaborne metallurgical coal • Leading Tier 1 steelmaking Highly cash generative Steelmaking coal cost curve (value adjusted)(5) seaborne coal business through the cycle • Illustrative c.$1.7bn EBITDA • First qu
Slide 10: Appendix
Appendix Overview 2025 EVR Site visit 10
Slide 11: Illustrative EBITDA at spot and long-term prices
Illustrative EBITDA at spot and long-term prices Steelmaking coal Energy coal Illustrative Illustrative Illustrative Illustrative H1 2025F(1) 2025F(2) H1 2025F(5) 2025F(6) spot(3,9) 2026-28(4,9) spot(7,9) 2026-28(8,9) Primary production (Mt) 15.9 32.5 32.5 35.0 47.5 91.0 91.0 100.0 (a) Net relevant
Slide 12: Footnotes
Footnotes Slide 7: Slide 11: (1) Production guidance represents the mid-point of 2025F Energy Coal production (6) 2025F production guidance represents mid-point of Energy coal production guidance of 87-95Mt. H125F production guidance of 47.5Mt. guidance of 87-95Mt. Relevant forecast NEWC price of $1
Slide 13: Contact information
Contact information Glencore plc Baarermattstrasse 3 6340 Baar Switzerland Tel: +41 41 709 2000 E-mail: investors@glencore.com glencore.com 2025 EVR Site visit 13