H1 2023 EBITDA Overview and Oyu Tolgoi Outlook slide image

H1 2023 EBITDA Overview and Oyu Tolgoi Outlook

Oyu Tolgoi expected to yield significant free cash flow in 2nd half of decade 2030 Copper Equivalent Cost Curve¹ Copper equivalent unit cost including sustaining capex (c/lb) 600 500 400 300 200 100 Oyu Tolgoi 2030 -100 0 10,000 20,000 Oyu Tolgoi 20232 Oyu Tolgoi's operating assets of $14.3 billion represented ~25% of the Group total at 30 June 2023 Sustainable underground production achieved in March 2023 More than 80% of growth capital already spent Expected to ramp up to 500kt per annum average copper production from 2028-363 Set to become the world's 4th largest copper mine by 20304 30,000 40,000 Cumulative Production (Mlb Cu) Rio Tinto ©2023, Rio Tinto, All Rights Reserved 1Source: Wood Mackenzie Ltd. Dataset 2023 Q1, Rio Tinto | 20yu Tolgoi cost quartile position on 2023 Copper Equivalent Cost Curve | ³See supporting references for the 500kpta copper target on slide 2 | 4Source: Wood Mackenzie Ltd. Dataset Dec 2022, based on production from committed projects 14
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