4. China leading the recovery with positive indicators in developed world Source: ISM (US), Nomura JM (Japan), Markit (Eurozone Manufacturing PMI) China leading the global economic recovery Purchasing manager indicators suggest recovery in OECD…but ‘headwinds’ remain US Japan China Germany percent yoy Change in GDP Source: Reuters Ecowin, Consensus Economics
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11. Copper Bauxite Coal Alumina Nickel Aluminium Uranium Alumina Copper / Gold / Molybdenum Uranium Copper / Gold Iron ore Copper A diversified business with tier one growth options Feasibility & development Brownfield Greenfield Copper / Gold Aluminium Iron ore Aluminium Source: Rio Tinto Aluminium Nickel Coal Copper
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14. Macquarie - Global Metals & Mining Conference Guy Elliott, Chief Financial Officer 30 November 2009