#1ⒶAngloAmerican MINAS-RIO Minas-Rio is one of our four major strategic growth projects. As part of our Iron Ore Brazil portfolio, the Minas-Rio project is a Tier One resource and is expected to significantly enhance Anglo American's position in the highly attractive global seaborne iron ore market. GLOBAL STAINLESS STEEL CONSUMPTION 8.4 14.2 . FACT SHEET - SEPTEMBER 2011 OUR COMMODITY Iron ore is the main raw material used to make steel, the most widely used of all metals. • China is the world's principal steelmaker, where crude steel production for 2010 was 626 million tonnes. • Anglo American is the world's fourth largest iron ore producer, with large high quality resource bases in South Africa and Brazil. • In 2010, our total iron ore output was 47.4 million tonnes. In 2010, global crude steel production returned to above pre- 2008 levels, at 1.4 billion tonnes, an increase of 17% on 2009. MINAS-RIO The Minas-Rio iron ore project is located in the states of Minas Gerais and Rio de Janeiro in Brazil and will include an open pit mine and a beneficiation plant producing high grade pellet feed. The $5 billion project is expected to produce 26.5 million tonnes per annum. • Significant expansion potential is supported by the 2010 resource estimate of 5.3 billion tonnes (Measured, Indicated and Inferred), with exploration work continuing to identify further resource upside. • The pellet feed will be transported through a new slurry pipeline, over 500 km in length, to the Port of Açu in the state of Rio de Janeiro. First production at Minas-Rio is forecast during the second half of 2013. % 26 Automotive Architecture Catering utensils and domestic appliances 2010 World total: 26 MT 38.7 Process and 12.8 other industries Others and unallocated Source: Brook Hunt - a Wood Mackenzie company The new pipeline installation, Minas-Rio, Brazil#2OUR IRON ORE BRAZIL OPERATIONS • Iron Ore Brazil's portfolio consists of a 100% interest in Minas-Rio, a 49% shareholding in LLX Minas-Rio, which owns the port of Açu (together, the Minas-Rio project), and a 70% interest in the Amapá iron ore system. • The Port of Açu, which is currently under construction, is where iron ore from the Minas-Rio project will be exported. • Amapá, located in the Amapá state in northern Brazil, is in the process of ramping up its pellet feed and sinter feed production, and produced 4.0 million tonnes in 2010. • • BRAZIL Anglo American opened its first Brazilian office in Rio de Janeiro, in 1973. The country is home to two of our major approved projects - Minas-Rio and Barro Alto and continues to be a significant area of growth for our Iron Ore and Nickel businesses. - ⚫ First metal at the $1.9 billion Barro Alto nickel operation was produced on schedule in March 2011. • Brazil is also home to our Catalão (niobium) and Copebrás (phosphates) operations. •In 2010, Anglo American paid $279 million in taxes to the government in Brazil. • OUR COMMUNITIES • We work closely with our NGO partner Care Brazil to improve local and sustainable development in all communities surrounding our operations. Both the Amapá mine and the Minas-Rio project are in environmentally sensitive areas and we work closely with NGO Fauna and Flora to create appropriate biodiversity plans. • As part of the Minas-Rio project development, we have invested $230,000 to acquire and install six water treatment stations that will provide approximately 5,000 people in the communities of Catuné, Água Santa de Minas, Tombos, Porciúncula and Natividade with potable water. Our work with NGO Reprolatina has provided assistance in promoting safe sexual behaviour and the adoption of a healthy lifestyle among young people in the region of Minas Gerais. The Port of Açu, Minas-Rio, Brazil IRON ORE BRAZIL Avenida da Américas, 3443 Bloco 3, 2° andar Barra da Tijuca Rio de Janeiro 22631-003 Brazil Tel: +55 (21) 3031 3434 www.angloamerican.com Real Mining. Real People. Real Difference.