盎格魯美洲anglo american分析報(bào)告-培訓(xùn)課件外文版2024.6

COMPANIES

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PRODUCTSAngloAmericanCHAPTER

01OverviewRevenueoftheleadingminingcompaniesworldwidefrom2005to2022(inbillionU.S.dollars)Combinedrevenueofthetopminingcompanies2005-20221,00090080070060050094392573171671969069268365660053949643540030020010003493253122492222005200620072008200920102011201220132014201520162017201820192020202120223Description:In2022,theminingindustry'sleading40companieshadatotalrevenueofapproximately943billionU.S.dollars,includingtradingrevenues.Asof2022,Glencorewastheworld'sleadingminingcompanybasedonrevenue.

ReadmoreNote(s):Worldwide;2005to2022;Top40miningcompanies;totalfiguresincludetradingrevenues.Source(s):PwCDistributionofplatinumproductionworldwidein2022,bycompanyDistributionofplatinumproductionworldwidebyproducer2022OtherMMC5%NorthamPlatinum9%AngloAmericanPlatinum31%Nornickel12%SibanyeStillwater20%ImpalaPlatinum23%4/statistics/692745/distribution-of-global-platinum-production-by-producerIn2022,AngloAmericanPlatinumaccountedforsome31percentoftheplatinumproducedworldwide,makingittheworld'sleadingproducerofthepreciousmetal.ImpalaPlatinumrankedsecond,witha23percentshareofglobalplatinumproduction.ReadmoreNote(s):Worldwide;2022Source(s):NorilskNickel;Varioussources(Companydata)Distributionofpalladiumproductionworldwidein2022,bycompanyShareofpalladiumproductionworldwide2022,byminingcompanyOtherMMC6%NorthamPlatinum4%Sibanye-Stillwater13%Nornickel43%ImpalaPlatinum16%AngloAmericanPlatinum18%5Description:In2022,Nornickelaccountedforsome43percentofthepalladiumproducedworldwide,makingittheworld'sleadingproducerofthepreciousmetal.NorilskNickel(orNornickel)isaminingcompanyheadquarteredinRussia.

ReadmoreNote(s):Worldwide;2022Source(s):NorilskNickel;Varioussources(Companydata)Distributionofcopperproductionworldwidein2022,bycompanyDistributionofcopperproductionworldwide2022,bycompanyShareofproduction0%10%20%30%40%50%60%CodelcoFreeport7%6%6%BHPGlencore4%4%SouthernCopperFirstQuantumKGHM3%3%3%ZijinMiningNornickel2%2%2%2%RioTintoAntofagastaAngloAmericanOtherproducers56%6Description:In2022,Glencoreaccountedforsomefourpercentofthecopperproducedworldwide,makingittheworld'sfourth-largestproducerofcopper.ThisrankingwasleadbytheChileanheadquarteredcompanyCodelco.

ReadmoreNote(s):Worldwide;2022Source(s):NorilskNickel;Varioussources(Companydata)CHAPTER

02FinancialsRevenueofAngloAmericanfrom2005to2023(inmillionU.S.dollars)AngloAmerican'srevenue2005-202350,00045,00040,00035,00030,00025,00020,00015,00010,0005,00002005

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20238/statistics/274237/revenue-and-profit-of-mining-company-angloamerican-since-2004In2023,SouthAfrican-BritishminingcompanyAngloAmericangeneratedapproximately32.5billionU.S.dollarsofrevenue,adecreaseofover13percentcomparedtothepreviousyear.AngloAmericanistheworld'slargestplatinumproducer.

ReadmoreNote(s):Worldwide;2005to2023Source(s):AngloAmericanplcRevenueofAngloAmericanPlatinumfrom2011to2023(inmillionU.S.dollars)AngloAmericanPlatinum'srevenue2011-202316,00014,00012,00010,00014,50210,0968,0006,0004,0002,00007,3596,8666,7346,6045,68820135,68020185,48920125,39620145,07820174,90020154,39420162011201920202021202220239Description:In2023,theSouthAfrican-BritishminingcompanyAngloAmericanPlatinumgeneratedapproximately6.7billionU.S.dollarsofrevenue.AngloAmericanPlatinumisoneoftheworld'sleadingplatinumproducingcompanies.ReadmoreNote(s):Worldwide;2011to2023Source(s):AngloAmericanplcNetincomeofAngloAmericanfrom2016to2023(inmillionU.S.dollars)AngloAmerican'snetincome2016-20230-100-103-200-300-278-400-500-600-700-800-378-389-567-634-641-7282016201720182019202020212022202310Description:In2023,miningcompanyAngloAmericanhadanetlossfromassociatesandjointventuresintheamountof378millionU.S.dollars.Thecompanyexperiencednetlossesineachfinancialyearfrom2016through2023.AngloAmericanistheworld'slargestplatinumproducer.ReadmoreNote(s):Worldwide;2016to2023;NetincomefromassociatesandjointventuresSource(s):AngloAmericanplcProfitofAngloAmericanfrom2005to2023(inmillionU.S.dollars)AngloAmerican'sprofit2005-202314,00011,69912,00010,0008,0006,0004,0002,00008,1197,9226,0244,5824,3734,0593,8223,3281,9261,344426-564-2,000-4,000-6,000-8,000-1,5242014-5,84220152005*20102011201220132016201720182019202020212022202311Description:In2023,AngloAmericangeneratedprofitamountingtoapproximately1.3billionU.S.dollars.Thisrepresentedadecreaseofnearly78percentincomparisontothepreviousyearandthelowestfigurereportedbythecompanysince2015.

ReadmoreNote(s):Worldwide;2005to2023Source(s):AngloAmericanplcTotalassetsofAngloAmericanfrom2010to2023(inmillionU.S.dollars)AngloAmerican'stotalassets2010-202390,00080,00070,00060,00050,00040,00030,00020,00010,00002010201120122013201420152016201720182019202020212022202312Description:In2023,SouthAfrican-BritishminingcompanyAngloAmericanheldtotalassetsworth66.5billionU.S.dollars,slightlydownfromthepreviousyear.Thecompany'stotalassetsreachedarecordhighin2012,afterhavingsurpassed79billionU.S.dollars.AngloAmericanistheworld'slargestplatinumproducer.ReadmoreNote(s):Worldwide;2010to2022Source(s):AngloAmericanplcUnderlyingEBITDAofAngloAmericanfrom2010to2023(inmillionU.S.dollars)AngloAmerican'sunderlyingEBITDA2010-202325,00020,00015,00020,63414,49513,34811,98310,0069,9589,8029,5209,161201810,0005,00008,86020128,82320177,83220146,07520164,85420152010201120132019202020212022202313/statistics/1018946/ebitda-angloamericanIn2023,AngloAmericanreportedanunderlyingEBITDA(earningsbeforeinterest,taxes,depreciation,andamortization)ofaround9.96billionU.S.dollars.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.ReadmoreNote(s):Worldwide;2010to2023Source(s):AngloAmericanplcCHAPTER

03SegmentsRevenueofAngloAmericanin2023,bysegment(inmillionU.S.dollars)AngloAmerican'srevenue2023,bysegmentRevenueinmillionU.S.dollars01,0002,0003,0004,0005,0006,0007,0008,0009,000IronoreCopper8,0007,360PlatinumGroupMetalsDiamonds(DeBeers)SteelmakingCoalManganese6,7344,2674,153670653NickelCorporateandotherCropNutrients44022515Description:In2023,multinationalmininggiantAngloAmericangeneratedabouteightbillionU.S.dollarsofrevenuewithitsironoresegment,makingitthecompany'smostprofitablesegmentthatyear.AngloAmerican'ssecond-largestsegmentbasedonrevenuethatyearwasthecoppersegment.ReadmoreNote(s):Worldwide;2023Source(s):AngloAmericanplcIronoreproductionvolumeofAngloAmericanfrom2018to2023,bymine(inmillionmetrictons)AngloAmerican'sironoreproductionvolume2018-2023,bymineKumbaMinas-Rio5043.843.14540353025201510540.937.637.735.724.124.223.122.921.63.4020182019202020212022202316Description:In2023,AngloAmericanproducedaround36millionmetrictons(wetbasis)ofironoreintheKumbamine,locatedinSouthAfrica.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.ReadmoreNote(s):Brazil,SouthAfrica;2018to2023Source(s):AngloAmericanplcPlatinumproductionofAngloAmericanPlatinumfrom2012to2023(in1,000ounces)AngloAmericanPlatinum'sproductionofplatinum2012-20235,0004,5004,0003,5003,0004,4413,8092,3822,3972,4002,3202,3372,5002,0001,5001,0005002,2202,0211,87020141,78320221,749202302012201320152016201720182019*2020*202117Description:In2023,AngloAmericanPlatinumproduced1.75millionouncesofplatinum.AngloAmericanPlatinumistheworld'slargestplatinumproducingcompany,andisalsoaleadingproducerofotherplatinumgroupmetals(PGMs)suchaspalladiumandrhodium.ReadmoreNote(s):LAC;2012to2023;*Productionofplatinumgroupmetals.ProductiondisclosurehasbeenamendedtoreflectAngloAmerican'sownmineproductionandpurchasesofmetalinconcentrateinordertokeepwithindustrybenchmarks.This[...]

ReadmoreSource(s):AngloAmericanplcCopperproductionvolumeofAngloAmericanfrom2015to2023(inthousandmetrictons)AngloAmerican'scopperproductionvolume2015-2023900800826709700668664647647638577579600500400300200100020152016201720182019202020212022202318/statistics/1018774/copper-production-volume-angloamericanIn2023,AngloAmericanproducedapproximately826thousandmetrictonsofcopper,anincreaseofroughly24percentincomparisontothepreviousyear.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.ReadmoreNote(s):Worldwide;2015to2023Source(s):AngloAmericanplcCoalproductionvolumeofAngloAmericanfrom2015to2023,bytype(inmillionmetrictons)AngloAmerican'scoalproductionvolume2015-2023,bytypeMetallurgicalcoal(hardcokingcoalandPCI*)Thermalcoal(export)605040302010029.329.728.626.429.220.69.31.1161.61522.921.220.921.819.716.814.920152016201720182019202020212022202319Description:In2032,AngloAmericanproducedapproximately16millionmetrictonsofsteelmakingcoal.Upuntil2020,thermalcoalaccountedformostofthecompany'stotalcoalproduction.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.ReadmoreNote(s):Worldwide;2015to2023;*Pulverizedcoalinjection.Thisstatisticwascompiledusingseveralreleasesofthepublication.Figureshavebeenrounded.ReadmoreSource(s):AngloAmericanplcNickelproductionvolumeofAngloAmericanfrom2015to2023(in1,000metrictons)AngloAmerican'snickelproductionvolume2015-20235044.543.843.54540353025201510542.642.341.739.84030.3020152016201720182019202020212022202320Description:AngloAmericanproducedsome40,000metrictonsofnickelin2023,aslightincreaseincomparisontothepreviousyear.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.

ReadmoreNote(s):Worldwide;2015to2023Source(s):AngloAmericanplcCHAPTER

04CompetitorsLeadingminingcompaniesworldwidebasedonmarketcapitalizationinMay2024(inbillionU.S.dollars)Globalleadingminingcompaniesbasedonmarketcapitalization2024MarketcapitalizationinbillionU.S.dollars40

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80020100120140160BHP,AustraliaRioTinto,UK145.86120.37SouthernCopperCorp,U.S.Freeport-McMoRan,U.S.Glencore,SwitzerlandZijinMiningGroup,ChinaVale,Brazil89.8973.8171.7362.4257.8154.4FortescueMetalsGroup,AustraliaGrupoMexico,MexicoNewmontCorporation,U.S.AngloAmerican,UK48.0847.7945.0344.18AmmanMineral,IndonesiaAgnicoEagleMines,CanadaBarrickGold,Canada33.0229.4127.22Antofagasta,UK22Description:AsofMay2024,miningcompanyBHPreachedamarketcapitalizationofnearly146billionU.S.dollars.ReadmoreNote(s):Worldwide;asofMay8,2024Source(s):ThomsonReuters;Varioussources(companydata)Leadingminingcompaniesworldwidein2024,basedonrevenue(inbillionU.S.dollars)Globallistofleadingminingcompanies2024,basedonrevenueRevenueinbillionU.S.dollars50

1000150200250Glencore,UKJiangxiCopper,ChinaBHP,Australia/UK217.8672.0755.3454.05RioTinto,Australia/UKZijinMiningGroup,ChinaVale,Brazil40.6240.34AluminumCorporationofChina,ChinaAngloAmerican,UK31.1830.66TataSteel,India27.94CMOC,ChinaHindalco,IndiaFreeport-McMoRan,U.S.Cleveland-Cliffs,U.S.26.0625.8323.7921.921.0318.8JSWSteel,IndiaTonglingNonferrousMetalsGroup,China23Description:MiningcompanyGlencorewasrankedasthenumberoneminingcompanyintheworldasof2024,withanannualrevenuein2023ofapproximately218billionU.S.dollars.InthirdplacewasBHP.BHP’srevenuehasrecoveredinthepastfewyearsfromaslumpinrevenuesin2016and2017.Theirprimaryfocusisonmetalsandmining.ReadmoreNote(s):Worldwide;2023and2024;onlycompanieswithminingactivitieshavebeenincludedSource(s):FinancialTimes;ThomsonReuters;Varioussources(companydata)Leadingminingcompaniesworldwidein2024,basedonnetincome(inbillionU.S.dollars)Globalleadingminingcompaniesin2024,basedonnetincomeNetincomeinbillionU.S.dollars402681012RioTinto(Australia/UK)Vale,(Brazil)10.067.74BHP(Australia/UK)7.39FortescueMetalsGroup(Australia)Glencore,(Switzerland)GrupoMexico,(Mexico)ZijinMiningGroup(China)SouthernCopper(U.S.)Nornickel(Russia)5.754.283.223.042.352.27Freeport-McMoRan(U.S.)1.6424Description:RioTinto,themultinationalminingcompanyfromAustraliawasrankedasthenumberoneminingcompanyworldwideinbasedonnetincomeasofa2024ranking.RioTinto'snetincomein2023amountedtomorethan10billionU.S.dollars.InsecondplacethatyearwastheBrazilianmininggiantVale,withanetincomeof7.7billionU.S.dollars.ReadmoreNote(s):Worldwide;2023and2024Source(s):ThomsonReuters;Varioussources(companydata)Brandvalueoftopminingcompaniesworldwidein2024(inmillionU.S.dollars)Leadingminingcompaniesworldwide2024,bybrandvalueBrandvalueinmillionU.S.dollars2,000

3,00001,0004,0005,0006,0007,000BHP(Australia)Glencore(Switzerland)ArcelorMittal(Luxembourg)JiangxiCopper(China)NipponSteel(Japan)RioTinto(Australia)Vale(Brazil)6,0985,9094,6494,1283,8233,3993,0012,8902,6922,616TataSteel(India)ChinaShenhua(China)BAOWUSteel(China)25Description:BHPhadtheleadingbrandvalueofallmining,steel,andironcompaniesworldwidein2024,withabrandvalueofnearly6.1billionU.S.dollars.Glencoretooksecondplaceinthe2024ranking,withabrandvalueof5.9billionU.S.dollars.

ReadmoreNote(s):Worldwide;2024;Themostvaluablemining,iron,andsteelcompanies/brandsSource(s):BrandFinanceCHAPTER

05EnvironmentalimpactGreenhousegasemissionsofAngloAmericanfrom2010to2023(inmillionmetrictonsofCO?equivalent)AngloAmerican'sgreenhousegasemissions2010-2023252020151051918.31817.91817.417.116.915.415.214.513.312.502010201120122013201420152016201720182019202020212022202327/statistics/274235/greenhouse-gas-emissions-of-mining-company-angloamericanAngloAmericanemittedapproximately20millionmetrictonsofcarbondioxideequivalent(MtCO?e)in2010.Bytheendof2023,thisamountdroppedtosome12.5MtCO?e–thelowestfigurereportedbythecompanyoverthepasttwodecades.ReadmoreNote(s):Worldwide;2010to2023Source(s):AngloAmericanplcFreshwaterwithdrawalsofAngloAmericanfrom2019to2023(inmillioncubicmeters)AngloAmerican'swaterwithdrawals2019-20235045403530252015105433837373602019202020212022202328Description:In2023,AngloAmerican'sfreshwaterwithdrawalsreachedsome38millioncubicmeters,aslightincreaseincomparisontothepreciousyear.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.

ReadmoreNote(s):Worldwide;2019to2023Source(s):AngloAmericanplcEnergyconsumptionofAngloAmericanfrom2015to2023(inmilliongigajoules)AngloAmerican'senergyconsumption2015-20231201061069710080604020089848383807820152016201720182019202020212022202329Description:In2023,AngloAmerican'senergyconsumptionreachedsome89petajoules,aslightincreaseincomparisontothepreviousyear.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.

ReadmoreNote(s):Worldwide;2015to2023Source(s):AngloAmericanplcCHAPTER

06EmployeesLeadingminingcompaniesworldwidebasedonnumberofemployeesin2023(in1,000s)Globalminingcompaniesbasedonnumberofemployees2023Numberofemployeesinthousands20

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400105060708090Sibanye-Stillwater,SouthAfricaGlencore,UnitedKingdomNornickel,Russia84.4881.7173.5672.5571.59TataSteel,IndiaEVRAZ,UnitedKingdomAluminumCorporationofChina,ChinaValeS.A.,Brazil67.3864.5262.1862SteelAuthorityofIndia,IndiaAngloAmerican,UnitedKingdomImpalaPlatinumHoldings,SouthAfrica58.5731Description:Asofa2023rankingoftheleadingminingcompaniesintheworldbasedonemployeecount,theSouthAfricancompanySibanye-Stillwaterwastheworld'slargestminingcompanyemployer,atnearly85,000people.Sibanye-Stillwateristheworld'slargestprimaryplatinumproducer.ReadmoreNote(s):Worldwide;2022and2023Source(s):ThomsonReuters;Varioussources(companydata)NumberofAngloAmericanemployeesworldwidefrom2010to2023AngloAmerican'semploymentfigures2010-2023120,000100,00080,00060,00040,00020,00002010201120122013201420152016201720182019202020212022202332Description:In2023,AngloAmericanemployedsome58,000peopleworldwide,downfrom105,000employeesin2012.AngloAmericanisamultinationalminingcompanyheadquarteredinJohannesburgandLondon.

ReadmoreNote(s):Worldwide;2010to2023Source(s):AngloAmericanplcNumberofwork-relatedfatalinjuriesofAngloAmericanfrom2015to2023AngloAmerican'swork-relatedfatalinjuries2015-2023121110896654432222020152016201720182019202020212022202333Description:In2023,therewerethreefatalinjuriesreportedinAngloAmerican'soperations.Despitethisbeingonemorefatalitythanthenumberrecordedinthepreviousthreeyears,thecompany'soverallwork-related