EX-99.1 2 ex01secondquarterresults.htm EX-99.1
Rio Tinto releases second quarter production results Rio Tinto Chief Executive Jakob Stausholm, said: “The global economy, in particular China, recovered strongly and we are intensely focused on servicing our customers with as much product as we can. However, we faced some challenges in the first half notably at our Pilbara operations, which were impacted by replacement mine tie-ins and materially higher rainfall. Heightened COVID-19 constraints, which resulted in numerous travel restrictions, added further pressure on the business and limited our ability to access additional people, particularly in Western Australia and Mongolia, in order to deliver operational improvements or maintenance initiatives and accelerate projects. “Safety is our first priority and our performance in this area remains robust in challenging conditions. However, as identified shortly after my appointment, operationally we are not where we want to be. Our first half performance has reaffirmed my belief that we have identified the right priorities to strengthen the business: to become the best operator, strive for impeccable ESG credentials, excel in development and secure a strong social licence. We have made initial progress against our priorities, but a large volume of work remains to make Rio Tinto even stronger, so we can continue to deliver superior returns to shareholders, invest in sustaining and growing our portfolio, and make a broader contribution to society." Production* Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Pilbara iron ore shipments (100% basis) Mt 76.3 -12 % -2 % 154.1 -3 % Pilbara iron ore production (100% basis) Mt 75.9 -9 % -1 % 152.3 -5 % Bauxite Mt 13.7 -6 % +1 % 27.3 -4 % Aluminium kt 816 +4 % +2 % 1,619 +3 % Mined copper kt 115.5 -13 % -4 % 236.1 -11 % Titanium dioxide slag kt 298 +14 % +7 % 577 +4 % IOC iron ore pellets and concentrate Mt 2.7 -2 % +16 % 5.1 -5 % *Rio Tinto share unless otherwise stated Q2 Operational update • Our colleague Nico Swart was tragically killed in a shooting incident whilst driving to work at Richards Bay Minerals (RBM) in South Africa on 24 May. Our sympathies are with Nico's family and we are offering ongoing support to his family, friends and colleagues. • We continue to prioritise the safety of our people and communities as some regions experience a resurgence of COVID-19. We have exceeded 30 months without a fatality on site but our all injury frequency rate (AIFR) of 0.39 has seen a slight increase versus the second quarter of 2020 (0.37), and prior quarter (0.35), which underlines that there is no room for complacency. • We expect iron ore shipments to be at the low end of the guidance range which remains subject to COVID-19 disruptions, tie-in and ramp up of brownfield replacement mines and management of cultural heritage. Mined copper and bauxite production is expected to be at the low end of the guidance range. Full year titanium dioxide slag production guidance has been removed as a result of risks around the timing of resumption of operations at RBM in South Africa, due to an escalation in the security situation. We are working with the local and federal governments and police to ensure we can safely resume operations. • Pilbara iron ore production of 75.9 million tonnes (100% basis) was 9% lower than the second quarter of 2020 due to above average rainfall in the West Pilbara, shutdowns to enable replacement mines to be tied in, processing plant availability, and cultural heritage management. Shipments of 76.3 million tonnes (100% basis) were 12% lower than the second quarter of 2020 with some additional drawdown of inventories. Ongoing COVID-19 restrictions and a tight labour market have further impacted our ability to access experienced contractors and particular skill sets. • Bauxite production of 13.7 million tonnes was 6% lower than the second quarter of 2020 due to ongoing system instability following severe wet weather in Eastern Australia in the first quarter. Notice to ASX/LSE 16 July 2021 Rio Tinto | Second quarter operations report 1 EXHIBIT 99.1

• Aluminium production of 0.8 million tonnes was 4% higher than the second quarter of 2020, underpinned by the ISAL smelter in Iceland and the Becancour smelter in Quebec operating at full capacity, and the Kitimat smelter in British Columbia nearing completion of its pot relining cycle. • Mined copper production of 115.5 thousand tonnes was 13% lower than the second quarter of 2020, with lower recoveries and throughput at Escondida as a result of the prolonged impact of COVID-19, and a planned relocation of the in-pit crusher at Kennecott in April. On 31 May, an anticipated slope failure occurred in the south east wall of the Bingham Canyon pit at Kennecott. There were no injuries or damage to equipment as the slide was accurately predicted by our geotechnical experts. Mining in the affected area restarted progressively in June. No ore has been sterilised and we expect to recover the material from the slide which is largely copper bearing ore. Mining rates will however be slower due to the size distribution of the material, and therefore some high-grade production scheduled for late 2021 will be deferred to 2022. • Titanium dioxide slag production of 298 thousand tonnes was 14% higher than the second quarter of 2020 due to consistent production at the Fer et Titane (RTFT) metallurgical complex in Quebec. Following weeks of violent disruptions, our RBM operations have been significantly hampered. As a result, we have declared force majeure, with all operations curtailed. • Production of pellets and concentrate at Iron Ore Company of Canada (IOC) was 2% lower than the second quarter of 2020 due to labour and equipment availability issues impacting product feed. Force majeure declared in April following the fire at the port has been lifted. • On 17 June, Peter Cunningham was appointed as Chief Financial Officer with immediate effect. Peter also joined the Rio Tinto Board as an executive director at the same time. On 7 July, we announced the appointment of Isabelle Deschamps who will join on 25 October as Chief Legal Officer & External Affairs, succeeding Barbara Levi. • On 4 June, we announced the appointment of Ben Wyatt as a non-executive director of the Rio Tinto Board. Mr Wyatt, an Australian citizen, and former Treasurer and Aboriginal Affairs Minister in the Western Australian Government, will join the Board on 1 September 2021. • In the second quarter, we entered into four partnerships to progress our work to decarbonise our value chain. These include one with the Australian Renewable Energy Agency (ARENA) to study whether hydrogen can replace natural gas in alumina refineries to reduce emissions, and one with POSCO to jointly explore, develop and demonstrate technologies to transition to a low-carbon emission steel value chain. Rio Tinto | Second quarter operations report 2

Production guidance Rio Tinto share, unless otherwise stated 2020 Actuals H1 2021 Actuals 2021 Pilbara iron ore (shipments, 100% basis) (Mt) 331 154 325 to 3401 Bauxite (Mt) 56 27 56 to 592 Alumina (Mt) 8.0 4.0 7.8 to 8.2 Aluminium (Mt) 3.2 1.6 3.1 to 3.3 Mined copper (kt) 528 236 500 to 5502 Refined copper (kt) 155 111 210 to 250 Diamonds (M carats)3 3.7 1.9 3.0 to 3.8 Titanium dioxide slag (Mt) 1.1 0.6 N/A4 IOC iron ore pellets and concentrate (Mt) 10.4 5.1 10.5 to 12.0 Boric oxide equivalent (Mt) 0.5 0.3 ~0.5 1At the low end of the range and remains subject to COVID-19 disruptions, risks around tie-in of new mines and management of cultural heritage. 2At the low end of the range. 3Diamonds 2021 guidance and actuals are for Diavik only for comparability, following Argyle closure in 2020. Unadjusted Diamonds production for 2020 was 14.7 million carats, including both Diavik and Argyle operations. 4Full year titanium dioxide slag production guidance has been removed as a result of risks around the timing of resumption of operations due to an escalation in the security situation at our Richards Bay Minerals operation in South Africa. Operating costs • Pilbara iron ore 2021 unit cost guidance is now $18.0-$18.5 per tonne (previously $16.7-17.7). This is an underlying cost increase of around A$0.3 billion (100% basis) relative to prior guidance or 4%. The change reflects price escalation of key input costs (diesel and labour), costs related to mine heritage management, and COVID-19 related costs (YTD actual ~A$100m; no COVID-19 costs included in previous guidance). Operating cost guidance is based on A$:US$ exchange rate of 0.77 (unchanged). • Copper C1 unit cost guidance for 2021 is unchanged at 60-75 US cents/lb. • We will continue to monitor government-imposed restrictions related to COVID-19, and any other potential COVID-19 related disruptions. Restrictions on movement and availability of people can impact our ability to execute planned maintenance and deliver or accelerate projects. • Iron ore shipments and bauxite production guidance remain subject to weather and market conditions. We expect iron ore shipments to be at the low end of the guidance range which remains subject to tie-in and ramp up of brownfield replacement mines, and ongoing cultural heritage management. Progress has been made on tying in approximately 90 million tonnes of replacement mine capacity at existing hubs in Robe Valley, West Angelas and Western Turner Syncline Phase 2. Replacement projects remain on track for completion in 2021, and Gudai-Darri is set to ramp up during 2022. The tight labour market in Western Australia has limited our access to experienced contractors and specific skill sets. • The full impact on our Pilbara iron ore operations, mine developments and heritage approach from the reform of the Aboriginal Heritage Act 1972 (WA) remains unknown. We continue to engage with Traditional Owners regarding current and proposed plans for mining activities and work through development scenarios, adjusting mine plans where required. Given the quality of our resource, we retain a range of development options in the Pilbara, subject to heritage and environmental approvals. EBITDA Sensitivities: previously published for 2020, next update on 28 July 2021 Average price/rate for 2020 ($m) impact on full year 2020 underlying EBITDA of 10% price/rate change Copper 281c/lb 370 Aluminium $1,702/t 577 Gold $1,770/oz 62 Pilbara iron ore (FOB)* $98.9/dmt 2,318 A$ 0.69US$ 617 C$ 0.75US$ 201 Oil (Brent) $42/bbl 85 *FOB based on monthly freight-adjusted 62% iron fines CFR Note: The sensitivities give the estimated effect on underlying EBITDA, assuming that each individual price or exchange rate moved in isolation. The relationship between currencies and commodity prices is a complex one and movements in exchange rates can affect movements in commodity prices and vice versa. The exchange rate sensitivities include the effect on operating costs but exclude the effect of revaluation of foreign currency working capital. Please use them with care. All figures in this report are unaudited. All currency figures in this report are US dollars, and comments refer to Rio Tinto’s share of production, unless otherwise stated. Rio Tinto | Second quarter operations report 3

Investments, growth and development projects • We continue to proactively manage COVID-19 and prioritise work across critical projects, as challenges associated with interstate and international border access continue, impacting the availability and movement of people, most notably in Australia, Canada and Mongolia. Capital expenditure remains unchanged at around $7.5 billion each year from 2021 to 2023. • Exploration and evaluation operating expense in the first half of 2021 was $324 million, $44 million (16%) higher than the first half of 2020, with continued progress in Australia, and ramp up of activities in Europe and North America, with some delays in South America due to COVID-19 restrictions. Pilbara replacement projects • At Gudai-Darri, mining has commenced with more than nine million cubic metres of pre-stripping completed in June. Labour shortages have impacted both steel fabrication and site construction activities. First ore in the crusher is expected in 2021, although commissioning is later than originally planned. The project is expected to ramp up in early 2022, consistent with previous guidance. • First ore at West Angelas (C, D) was achieved in June with load commissioning expected later in the year following delays related to heritage management. First ore at Robe Valley (Mesa B, C, H) and Western Turner Syncline Phase 2 is still expected in 2021, consistent with previous guidance. Oyu Tolgoi underground project1 Technical progress • Project progress has been significantly affected by heightened COVID-19 constraints in Mongolia. To comply with COVID-19 restrictions, site manning levels were less than 25% of planned requirements. Despite these restrictions, as the Material Handling System 1 had been ahead of the definitive estimate schedule, it is now 90% complete with technical criteria achieved to support undercut commencement, subject to the ongoing impacts of COVID-19 and satisfactory resolution of the non-technical undercut criteria. • In the quarter, there was very little progress on the Conveyor to Surface Decline, with no progress on the majority of other planned works including shafts 3 and 4. However, recent easing of quarantine constraints and increasing workforce vaccination rates on site has supported gradual improvements in site resourcing. The impact of the additional restrictions experienced in the first half is ongoing and still to be determined. • Contractual commitments to future works such as Material Handling System 2 and concentrator upgrades have been delayed pending approval by the Oyu Tolgoi board as part of the increased budget to complete the project. • An update on panels 1 and 2 will be provided when the work to understand potential flow on impacts is complete, particularly from shafts 3 and 4 delays. Other updates • Following the Presidential election, engagements continue and the negotiation team is in the process of remobilising to continue formal discussions with the Government of Mongolia. All stakeholders remain committed to moving the project forward and ensuring a long-term solution to the issues under discussion. As previously reported, a number of additional milestones need to be met in order to ensure that the project can commence caving operations (undercut) including: key regulatory milestones including registration of the updated Resources and Reserves and acceptance of the updated Feasibility Study (OTFS20) by the relevant governmental agencies of Mongolia; project budget uplift in line with the definitive estimate to be approved by the Oyu Tolgoi board; funding plan in line with the Heads of Agreement signed in April between Rio Tinto and Turquoise Hill Resources (TRQ) to be approved by the Oyu Tolgoi Board; and milestones for the power solution. Other key projects and exploration and evaluation • The Zulti South project in South Africa remains on full suspension. • At the Kemano hydropower tunnel project in British Columbia, Canada, works have resumed at full capacity and the tunnel boring excavation is now 74% complete, having achieved a total of 5,660 metres. The project is scheduled to complete in the second half of 2022, subject to there being no further COVID-19 delays. • At the Resolution Copper project in Arizona, we are continuing to work with the US Forest Service to review the Final Environmental Impact Statement (EIS) and draft Record of Decision. Mine studies continue to progress in parallel. • At the Winu project in Western Australia, we continue to actively engage with the Traditional Owners and we plan to commence discussions on the initial scope and mine design, also in consultation with the Western Australian Environmental Protection Authority, with sanction now targeted for next year and first production in 2025 partly due to COVID-19 constraints. Drilling, fieldwork and study activities continue to progress. • At the Simandou iron ore project in Guinea, we are reviewing results from the technical optimisation of the infrastructure studies, and product test sample analysis is now underway. A new office was established in Conakry in the second quarter as we expand our in-country team. • The feasibility study at the Jadar lithium-borate project in Serbia is progressing to plan and on track to be complete by the end of 2021. An investment decision is scheduled for this year, subject to permitting and other approvals. 1Project baseline reporting has been updated following endorsement of the definitive estimate by Rio Tinto Board and Turquoise Hill Resources (pending Oyu Tolgoi board approval). The definitive estimate assumed COVID-19 restrictions in 2021 that were no more stringent than those experienced in September 2020 and noted that should COVID-19 constraints continue beyond 2021 or should the COVID-19 situation escalate further in 2021 leading to tougher restrictions, additional costs and schedule impacts will arise. Since the definitive estimate, at the end of 2020, Mongolia implemented additional restrictions in response to community transmission cases, and in March 2021 the first cases of COVID-19 were identified at Oyu Tolgoi resulting in temporary site shutdown, quarantine measures and further travel and movement restrictions. The impact of these additional restrictions, which have continued throughout this period and are beyond those experienced in September 2020, is ongoing and still to be determined. Rio Tinto | Second quarter operations report 4

Sustainability highlights We continue to advance our sustainability agenda. On 30 April, we released updated information in relation to our global tailings facilities to align with the requirements of the Global Industry Standard for Tailings Management (GISTM). The latest disclosure builds on previously disclosed information on each of our global tailings facilities released in June 2019. On 10 June, the Informal Working Group of the Taskforce on Nature-related Financial Disclosures (TNFD) launched a framework - that we contributed to and endorsed. The framework will help organisations like ours build a complete picture of environmental risks and opportunities. The TNFD framework will help businesses report and act on evolving nature- related risks. In June, we released our 2020 Statement on Modern Slavery, highlighting the concrete steps we are taking to identify and address modern slavery risks throughout our global business and supply chains. It is our fifth report in line with UK legislation and the first time we have reported under the new Australian legislation. In the first half we launched the Everyday Respect initiative, to improve how we prevent and respond to sexual harassment, bullying and racism at work. A number of employee listening sessions have been held to date, led by an independent consultant. Communities & Social Performance (CSP) We have continued to focus on rebuilding relationships in the Pilbara and beyond and to re-establish best practice in communities and social performance. We acknowledge we still have a long way to go. An area of focus has been early discussions about the modernisation of agreements and listening to and understanding Traditional Owner perspectives and concerns. In line with a commitment we made in March, by the end of September, we intend to release additional disclosures on the progress of Communities and Social Performance actions as part of our efforts to increase transparency in our approach to cultural heritage. Key highlights from the quarter are outlined below, with further information available on our website. In the second quarter, we recognised a year since the destruction of the Juukan Gorge rock shelters. We reflected on the magnitude of what was lost by our actions, and that the hurt we have caused will never be forgotten. Positive discussions are progressing between Puutu Kunti Kurrama and Pinikura (PKKP) leadership and Rio Tinto Iron Ore on a co- management of country approach. Going forward, a key focus will be to jointly determine an appropriate remedy for the destruction of Juukan Gorge, with discussions to progress in the coming months. This follows the completion of some rehabilitation works around Juukan Gorge. The Wintawari Guruma Aboriginal Corporation (WGAC) recently made a submission to the Joint Standing Committee on Northern Australia in relation to management of heritage at the Marandoo mine in the 1990s. Communication continues with WGAC, we have apologised to WGAC for our past actions at Marandoo and are committed to meeting with them again to discuss these issues, and agreement modernisation, at a time when they are ready to re-engage with us. Cultural heritage management The first phase of the Integrated Heritage Management Process to manage cultural heritage is now complete. Known sites of cultural significance have been re-assessed and mine plans adjusted or measures taken to avoid disturbance, and we increased buffer zones in some cases. Our communities expertise We are focused on building social performance capability and competency and have continued to expand our CSP Area of Expertise, with more than 300 CSP professionals working on 60 sites in 35 countries (compared with 250 CSP professionals in 2020). We also further developed our internal capability with the delivery of a new co-developed cultural awareness training via immersive virtual reality. We are on track to have 90% of our 14,000 Pilbara iron ore employees complete this training by mid-August 2021. The $50 million investment to attract, retain and grow Indigenous professionals and leaders has enabled us to nearly triple the number of Indigenous leaders in Rio Tinto over the past 12 months to 19 through internal promotion and recruitment, ahead of the original target. The 2021 target has been revised to 50 Indigenous leaders. Rio Tinto | Second quarter operations report 5

Indigenous Advisory Group In line with our commitment to establish an Indigenous Advisory Group (IAG), the terms of reference are under active development to ensure the group can help us manage policies and positions that are important to Indigenous Australia and our broader business. Further consultation with Traditional Owners and Indigenous leaders is planned for the third quarter. Other key community initiatives in the quarter On 18 June, we commemorated 20 years of our Western Cape Communities Co-Existence Agreement (WCCCA) with Traditional Owners at the official opening of the new Western Cape Communities Trust building in Weipa, Queensland. The Land Use Agreement, which was signed on 14 March 2001, was developed in consultation with 11 Traditional Owner Groups in the region. The WCCCA agreement was one of the first Indigenous Land Use Agreements between a mining company and Traditional Owners in Australia. Since 2002, 206 local Aboriginal persons have successfully completed their traineeships with Rio Tinto. We acknowledge Traditional Owner calls for further action on increased opportunities for Aboriginal businesses. This is a high priority for us and we are working to improve our approach to Indigenous Business Development in Western Australia and beyond. In the first half of 2021, we have increased procurement with Indigenous vendors by around 40% compared with the first half of 2020. The Indigenous Business Development strategy is expected to be finalised in July and engagement with Pilbara Aboriginal Businesses has commenced. Climate change and our value chain We progressed initiatives in the second quarter in line with our commitment to being part of the transition to a low-carbon future, decarbonise our business and value chain, and progress our scope 1 and 2 targets, and scope 3 goals. Decarbonisation initiatives • On 20 April, we announced that ELYSIS, our joint venture with Alcoa, had selected our Alma smelter in Saguenay-Lac-Saint-Jean, Quebec, for the first installation and demonstration of its inert anode technology at a commercial size of 450 kiloamperes (kA), and on 29 June, we announced the start of construction of the first prototype cells. This will build on ongoing work at the nearby ELYSIS Industrial Research and Development Centre. The 450 kA cells at Alma will be supported by investments of C$20 million from the Government of Quebec and C$20 million from the Government of Canada. • In May, we signed a charter agreement with Singapore’s ship management company Eastern Pacific Shipping (EPS) for three liquefied natural gas (LNG) dual-fuel Newcastlemax bulk carriers, to further reduce our scope 3 shipping emissions. The delivery of the ships will commence from the second half of 2023. • On 12 May, we announced the Charge On Innovation Challenge, along with other Founding Patrons: BHP and Vale, and in partnership with Australia’s Mining Equipment, Technology and Services (METS) industry body Austmine. The Challenge is a global competition for technology innovators to develop new concepts for large- scale haul truck electrification systems to help significantly cut emissions from surface mine operations and unlock safety, productivity, and operational improvements. • On 16 June, we announced a partnership with the Australian Renewable Energy Agency (ARENA) to study whether hydrogen can replace natural gas in alumina refineries to reduce emissions. We will conduct a A$1.2 million feasibility study, equally funded with ARENA through a A$580,000 grant, into using clean hydrogen to replace natural gas in the calcination process of refining at the Yarwun alumina refinery in Gladstone. • On 23 June, we announced a Memorandum of Understanding (MoU) with Schneider Electric to develop a circular and sustainable market ecosystem for both companies and their customers. The partnership will draw on Schneider Electric’s Energy as a Service expertise to evaluate the use of innovative solutions, including microgrids, to supply energy from low-carbon sources, and artificial intelligence and advanced analytics to help meet sustainability goals at Rio Tinto sites and throughout its supply chain. • On 8 July, we announced a MoU with POSCO, the largest steel producer in South Korea and one of the world’s leading steel producers, to jointly explore, develop and demonstrate technologies to transition to a low-carbon emission steel value chain. Product stewardship initiatives • On 3 May, we announced our ISAL smelter in Iceland has been certified by the Aluminium Stewardship Initiative (ASI) for meeting the highest internationally recognised standards for responsible aluminium production. Rio Tinto | Second quarter operations report 6

• On 25 May, we announced a MoU with InoBat, a European battery technology and manufacturing company, to work together to accelerate the establishment of a “cradle to cradle” battery manufacturing and recycling value chain in Serbia. • On 27 May, we announced a partnership with CompTech to bring a new generation of aluminium alloys to the market for use in advanced technologies such as electric vehicles and 5G antennas. • On 17 June, we announced the commencement of operations at a new commercial scale demonstration plant to produce high-quality scandium oxide at our Rio Tinto Fer et Titane (RTFT) metallurgical complex in Sorel-Tracy, Quebec. Commissioning work is now being undertaken as production ramps up to a capacity of three tonnes of scandium oxide per year. RTFT is already considering the potential for further investments to add additional modules in line with market demand. Rio Tinto | Second quarter operations report 7

Our markets We expect continued global recovery with most key indicators of economic activity back to pre COVID-19 levels. This follows supportive government policies and vaccine deployment success. We remain watchful of risks, in particular variant infection and vaccination rates. • Rising inflation is primarily being driven by the current imbalances in supply and demand, as industry producers adjust activity following some disruption. • China’s economic growth is becoming more balanced on fading stimulus-related demand and tightening credit conditions. Consumption and non-real estate demand has continued to recover. • Consumer confidence is rising in the United States as COVID-19 restrictions are reduced. Consumer demand is expected to rotate from goods towards services while supply gradually responds to stronger activity. Housing market growth is slowing from the peak in starts in the fourth quarter of 2020 and first quarter of 2021, albeit settling at a historically strong level. • Economic indicators in Europe show a strong recovery is already underway, however some countries’ reopening plans are at risk with the variant surge. • The iron ore price has remained resilient on a surge in demand while supply has struggled to keep pace. China’s steel demand is up 5% year on year in the first half, with the construction and automotive sectors performing strongly. Consumption was also robust across the rest of the world, with demand recovering +15% in 2021 versus 2020. The major iron ore producers’ supply continues to lag expectations, while high cost supply balances the overall market. Meanwhile, scrap is recovering from the lows in the first half of 2020, with global scrap consumption in the first half of 2021 set to rise 18% year on year as crude steel output and scrap availability improves. • The aluminium price has continued to be supported in tight physical markets with elevated LME and premia, and strong demand in global semis (+8% in 2021 versus 2020). • Copper prices have continued to rally driven by multi-year weakness in supply growth (at ~1% year on year) and strong demand recovery in China and the rest of the world. Investor positions challenged all-time highs, although have since retreated from the first quarter peak. Average realised prices achieved for our major commodities Units H1 21 Q2 21 Q1 21 H1 20 FY 20 Pilbara iron ore FOB, $/wmt 154.9 168.6 141.3 78.5 91.0 Pilbara iron ore FOB, $/dmt 168.4 183.2 153.6 85.4 98.9 Aluminium* Metal $/t 2,626 2,820 2,421 1,849 1,946 Copper** US cents per pound 415 442 390 250.0 283.0 IOC pellets $/wmt 218.3 247.3 192.7 117.0 127.6 *LME plus all-in premiums (product and market) **Average realised price for all units sold. Realised price does not include the impact of the provisional pricing adjustments, which positively impacted revenues in the first half by $202 million (first half 2020 negative impact of $26 million). COVID-19 Our number one priority remains the safety, health and well-being of our employees, contractors, their families and the communities where we operate. Since COVID-19 started, we have implemented a range of preventive measures to keep our people safe, in accordance with government guidance. As a company, we also benefited from our host governments recognising mining as an essential business, and allowing us to continue operating and delivering products to our customers. This meant people remained employed, suppliers had our business, and taxes and royalties continued to be paid. In the second quarter there has been a resurgence of the virus, including second and third waves in regions where we have assets and offices including Mongolia, India, the Americas and South Africa. • In Mongolia, the situation has been very difficult as cases surged in Ulaanbaatar and at Oyu Tolgoi site. We continue to work closely with the Government of Mongolia and health authorities, and apply the strictest measures, including quarantine and testing for all employees before access to site. The vaccination programme is progressing well. • India was affected by a second wave in the second quarter. The Delhi region, where our office and most of our people are located, was severely impacted. Our business resilience team in India together with central teams worked to ensure the health and safety of our people by securing medical services and equipment to the extent possible. We continue our partnership with the Charities Aid Foundation (CAF) to provide healthcare essentials, including oxygen supplies, to support the communities that we work in. • South Africa is experiencing an aggressive third wave. Increased restrictions are now in place to control a surge of infections. The majority of our workforce are working remotely. • With the outbreaks across Australia, we are closely monitoring State border closures and applying site access controls and travel management protocols. Full details of initiatives taken to date can be found on our website. Rio Tinto | Second quarter operations report 8

IRON ORE Rio Tinto share of production (Million tonnes) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Pilbara Blend and SP10 Lump1 18.3 -4 % +1 % 36.3 -3 % Pilbara Blend and SP10 Fines1 28.8 -7 % +2 % 57.0 -3 % Robe Valley Lump 1.2 -8 % -7 % 2.5 -10 % Robe Valley Fines 1.9 -37 % -15 % 4.1 -24 % Yandicoogina Fines (HIY) 13.4 -10 % -1 % 26.9 -7 % Total Pilbara production 63.5 -8 % — % 126.9 -5 % Total Pilbara production (100% basis) 75.9 -9 % -1 % 152.3 -5 % Rio Tinto share of shipments (Million tonnes) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Pilbara Blend Lump 12.8 -23 % — % 25.7 -17 % Pilbara Blend Fines 27.8 -16 % -3 % 56.4 -6 % Robe Valley Lump 0.9 -16 % -9 % 2.0 -13 % Robe Valley Fines 2.2 -27 % -9 % 4.6 -19 % Yandicoogina Fines (HIY) 13.6 -12 % -4 % 27.9 -2 % SP10 Lump1 3.7 +270 % +41 % 6.4 +217 % SP10 Fines1 2.8 +76 % -4 % 5.7 +113 % Total Pilbara shipments2 64.0 -11 % -1 % 128.6 -3 % Total Pilbara shipments (100% basis)2 76.3 -12 % -2 % 154.1 -3 % Total Pilbara Shipments (consolidated basis)2, 3 65.6 -11 % -1 % 132.1 -3 % 1 SP10 includes other lower grade products. 2 Shipments includes material shipped from the Pilbara to our portside trading facility in China which may not be sold onwards by the group in the same period. 3 While Rio Tinto has a 53% net beneficial interest in Robe River Iron Associates, it recognises 65% of the assets, liabilities, sales revenues and expenses in its accounts (as 30% is held through a 60% owned subsidiary and 35% is held through a 100% owned subsidiary). The consolidated basis sales reported here include Robe River Iron Associates on a 65% basis to enable comparison with revenue reported in the financial statements. Pilbara operations Pilbara operations produced 152.3 million tonnes (Rio Tinto share 126.9 million tonnes) in the first half of 2021, 5% lower than the first half of 2020 due to above average rainfall, shutdowns to enable replacement mines to be tied in, processing plant availability and cultural heritage management. Ongoing COVID-19 restrictions and a tight labour market have further impacted our ability to access experienced contractors and particular skill sets. Sustained wet weather had an estimated impact of around 3 million tonnes in the first half. Consistent and above average rainfall impacted mine operations, particularly at West Pilbara and Robe Valley operations. The recorded rainfall days were 30% and 70% above the five year average at Paraburdoo and Karratha respectively, while rainfall at Pannawonica was 60% above the five year average. The impact from shutdowns to enable replacement mines to be tied in at Western Turner Syncline and Robe Valley, and reduced processing plant availability, particularly at Yandicoogina, is estimated to be 4 million tonnes in the first half. Execution of shutdowns was also impacted by labour shortages due to COVID-19 restrictions and high labour demand. We continue to prioritise engagement with Traditional Owners and cultural heritage management in daily site operations. To date, 2021 production has been reduced by around 2 million tonnes as mine plans have been amended, and buffers and exclusion zones have been incorporated to protect areas of high cultural significance. Mine plan changes have also resulted in increased production of SP-10. Blast management plans have been developed to create smaller, higher controlled blasts to minimise vibration and protect heritage sites (approximately 11% of blasts in the first half), which has had some impact on mining productivity and materials handling. Going forward this will remain a risk factor, however we are adapting mine practices and improving productivity. Rio Tinto | Second quarter operations report 9

Mine production risks remain in the second half, as we complete construction and commissioning of Gudai-Darri, our first new hub in over five years, and ramp up production from replacement mines. The increased tightness in Western Australia’s labour market continues, in particular shortages of roles relating to structural, mechanical, electrical and instrumentation disciplines, which is amplified by ongoing COVID-19 travel restrictions. Despite these impacts, all projects are expected to achieve first ore in the period previously disclosed, although completion in 2021 is slightly later than planned. First half shipments of 154.1 million tonnes (Rio Tinto share 128.6 million tonnes) were 3% lower than the first half of 2020 with some additional drawdown of inventories. Full year iron ore shipments guidance is expected to be at the low end of the range and remains subject to COVID-19 disruptions, tie-in and ramp up of replacement mines and cultural heritage management. In June we successfully completed a planned five week maintenance shut at one of our four port terminals, East Intercourse Island (EII), slightly ahead of plan. During the shut we replaced four ‘apron feeders’ below the rail car dumper that were around 50 years old. Approximately 12% of sales in the first half were priced by reference to the prior quarter’s average index lagged by one month. The remainder was sold either on current quarter average, current month average or on the spot market. Approximately 29% of sales in the first half were made on a free on board (FOB) basis, with the remainder sold including freight. Achieved average pricing in the first half of 2021 was $154.9 per wet metric tonne on an FOB basis (equivalent to $168.4 per dry metric tonne, at 8% moisture assumption). This compares to the average first half price for the monthly average Platts index for 62% iron fines converted to an FOB basis of $172.6 per dry metric tonne. On 22 June, we announced the deployment of the world’s first fully autonomous water trucks at Gudai-Darri. The three new water trucks will join a fleet of Caterpillar heavy mobile equipment including autonomous haul trucks and production drills, and will be primarily used for dust suppression on site. The trucks will enhance productivity by enabling mine operations to digitally track water consumption and reduce waste. China Portside Trading We continue to significantly increase port sales in China, with 5.4 million tonnes of sales in the first half of 2021 (3.6 million tonnes in the second quarter), doubling 2020’s volumes. In the second quarter, we surpassed 10 million tonnes since the programme commenced and completed the first bonded sale to a steel mill in Indonesia ex Zhanjiang port. Our portside operation handles product from our operations in the Pilbara and in Canada as well as third party product, and provides blending and screening capabilities. Approximately 85% of products sold were either blended or screened in Chinese ports in the first half of 2021. Rio Tinto | Second quarter operations report 10

ALUMINIUM Rio Tinto share of production (‘000 tonnes) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Bauxite 13,699 -6 % +1 % 27,264 -4 % Bauxite third party shipments 9,493 -11 % +5 % 18,517 -8 % Alumina 2,012 +1 % -1 % 4,047 +1 % Aluminium 816 +4 % +2 % 1,619 +3 % Bauxite Second quarter bauxite production of 13.7 million tonnes was 6% lower than the second quarter of 2020 due to ongoing system instability following severe wet weather in Eastern Australia in the first quarter. The same period of 2020 had strong production due to deferrals of planned shutdowns from COVID-19 restrictions. The non-managed CBG joint venture in Guinea experienced shipping constraints, which was partly offset by higher production from the Porto Trombetas (MRN) joint venture in Brazil. Alumina Alumina production in the second quarter of 2.0 million tonnes was 1% higher than the corresponding period of 2020, reflecting strong operational performance at the refineries. Production was 1% lower than the first quarter of 2021, primarily due to a planned refinery shutdown at Yarwun during the quarter. Aluminium Second quarter aluminium production of 0.8 million tonnes was 4% higher than the same period of 2020, underpinned by the ISAL smelter in Iceland and Becancour smelter in Quebec operating at full capacity, and the Kitimat smelter in British Columbia nearing completion of its pot relining cycle. The Saguenay smelters had a strong performance in the second quarter, with stable performance maintained across the remaining portfolio. Average realised aluminium prices including premiums for value-added products (VAP) increased 42% to $2,626 per tonne in the first half of 2021 (first half 2020: $1,849 per tonne). The LME price increased by 41% to $2,245 per tonne (first half 2020: $1,595), whilst the mid-west premium duty paid improved 28% to $318 per tonne in the first half of 2021 (first half 2020: $249 per tonne). Our VAP sales improved to 50% of primary metal sold in the first half of 2021 (first half 2020: 40%). Product premiums for VAP sales remained steady, averaging $207 per tonne of VAP sold (first half 2020: $208 per tonne). We are closely monitoring the impact of global chip shortages on the automotive industry, and so far strong demand in other sectors has offset any impact on overall demand for aluminium. Rio Tinto | Second quarter operations report 11

COPPER Rio Tinto share of production (‘000 tonnes) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Mined copper Kennecott 33.7 -8 % +2 % 67.0 -6 % Escondida 69.5 -17 % -4 % 141.6 -17 % Oyu Tolgoi 12.3 +1 % -19 % 27.5 +15 % Refined copper Kennecott 36.9 +411 % -18 % 82.1 +144 % Escondida 15.3 -22 % +10 % 29.3 -28 % Kennecott Mined copper production was 8% lower than the same quarter of 2020, due to a planned relocation of the in-pit crusher in April and a slope failure in May. The successful relocation of the crusher to a new area outside of the pit is a significant milestone as it enables access to additional ore and reduces the risk of a potential geotechnical event on key mine infrastructure. On 31 May, an anticipated slope failure occurred in the south east wall of the Bingham Canyon pit. There were no injuries or damage to equipment as the slope deformation was methodically tracked since May 2020 and the timing of the slide was accurately predicted by our best-in-class slope monitoring systems and geotechnical team. Mining in the affected area restarted progressively in June using remote equipment. No ore has been sterilised and much of the fallen material is copper bearing ore which is being mined. Mining rates are expected to be slower due to the size distribution of the fallen material, and we therefore expect that some high-grade production scheduled for late 2021 will be deferred to 2022. With the transition to the south wall largely complete, copper head grades have started to increase as expected averaging 0.48% in the second quarter (compared to 0.41% in the same period of 2020 and 0.38% in the prior quarter). While we will continue the transition to higher grade material, grades are now expected to increase at a slower pace than previously forecast for the remainder of 2021, as a result of the slope failure. Refined copper production was 411% higher than the same quarter of 2020 driven by solid smelter performance, while production in the same period of 2020 was negatively impacted by the earthquake in March 2020 and the planned major shutdown that commenced in May 2020. Escondida Mined copper production was 17% lower than the same quarter of 2020, mainly due to 8% lower concentrator throughput (351 thousand tonnes per day in the second quarter of 2021 versus 381 thousand tonnes per day in the second quarter of 2020), 4% lower grade in ore feed to concentrators and 34% lower recoverable copper in ore stacked for leaching. This was as a result of ongoing preventive measures in response to the resurgence of COVID-19 in the region, which has continued to impact workforce availability. Refined copper production was 22% lower than the corresponding period in 2020 due to lower material stacked. Oyu Tolgoi Mined copper production from the open pit was 1% higher than the same quarter of 2020 with higher head grades and copper recovery, partly offset by lower manning levels due to COVID-19. Second quarter shipments have been affected by Chinese border restrictions due to increased cases of COVID-19 in Mongolia. Force majeure declared on shipments from 30 March remains in place, as we continue to work closely with the Mongolian and Chinese authorities and our customers to manage the risk of supply chain disruptions. Cross-border concentrate shipments into China have resumed with some measures in place to transport greater volumes in a safe and efficient manner, however uncertainty continues to exist with the COVID-19 resurgence in Mongolia. Safety is our first priority and strict measures are in place to protect our people. Provisional pricing At 30 June 2021, the Group had an estimated 185 million pounds of copper sales that were provisionally priced at 434 cents per pound. This compares with 260 million pounds of open shipments at 31 December 2020, provisionally priced at 336 cents per pound. Provisional pricing adjustments positively impacted revenues in the first half by $202 million (first half 2020 negative impact of $26 million). This includes mark to market adjustments in respect of shipments open at the period end and final adjustments in respect of shipments for which the price was settled during the period. Rio Tinto | Second quarter operations report 12

MINERALS Rio Tinto share of production (million tonnes) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Iron ore pellets and concentrate IOC 2.7 -2 % +16 % 5.1 -5 % Rio Tinto share of production (’000 tonnes) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Minerals Borates - B2O3 content 126 -5 % +3 % 248 -4 % Titanium dioxide slag 298 +14 % +7 % 577 +4 % Rio Tinto share of production (‘000 carats) Q2 2021 vs Q2 2020 vs Q1 2021 H1 2021 vs H1 2020 Diavik 851 -12 % -15 % 1,858 +2 % Iron Ore Company of Canada (IOC) Iron ore pellets and concentrate production was 2% lower than the second quarter of 2020 due to labour and equipment availability issues impacting product feed. Force majeure declared in April has been lifted following the temporary cessation of ship loading due to a fire in March and maintenance activities. Borates Borates production in the second quarter was 5% lower than the same period of 2020, but 3% higher than the prior quarter with improved refinery operating rates to match market demand. Completion of planned major maintenance in May combined with productivity initiatives will help support system stability in the second half. Iron and Titanium Titanium dioxide production was 14% higher than second quarter of 2020 with consistent production at the Fer et Titane (RTFT) metallurgical complex in Quebec. Following weeks of violent disruptions, our Richards Bay Minerals (RBM) operations have been significantly hampered. As a result, we have declared force majeure, with all operations curtailed. Full year titanium dioxide slag production guidance has been removed as a result of risks around the timing of resumption of operations. We are working with the local and federal governments and police to ensure we can safely resume operations. Our colleague Nico Swart was tragically killed in a shooting incident whilst driving to work at RBM in South Africa on 24 May. Our sympathies are with Nico's family and we are offering ongoing support to his family, friends and colleagues. Diamonds At Diavik, carats recovered in the second quarter were 12% lower than the second quarter of 2020, due to lower grades partly offset by higher processed ore. On 18 May, we previewed our final showcase of rare Argyle pink, red and blue diamonds from its iconic mine in the remote east Kimberley region of Western Australia. Mining ceased at Argyle in November, 2020 and the 2021 Argyle Pink Diamonds Tender is the final collection of the rarest diamonds from the final year of Argyle operations. Rio Tinto | Second quarter operations report 13

EXPLORATION AND EVALUATION Pre-tax and pre-divestment expenditure on exploration and evaluation charged to the profit and loss account in the first half of 2021 was $324 million, compared with $280 million in the first half of 2020. Approximately 41% of this expenditure was incurred by central exploration, 35% by Copper, 18% by Minerals and 6% by Iron Ore. There were no significant divestments of central exploration properties in the first half of 2021. Exploration highlights Rio Tinto has a strong portfolio of projects with activity in 19 countries across eight commodities in early exploration and studies stages. All projects have followed government COVID-19 requirements and guidelines while focusing on protecting well-being and health of local communities. The bulk of the exploration expenditure in the second quarter focused on copper in Australia, Canada, United States, Kazakhstan and Zambia, and diamonds projects in Canada. Mine-lease exploration continued at Rio Tinto managed businesses including Pilbara Iron in Australia and Diavik in Canada. The Falcon diamonds project in Saskatchewan, Canada is currently on care and maintenance. In May, we acquired approximately 8% stake in Western Copper and Gold Corporation. The proceeds of the transaction will be used for additional studies at the Casino Project in Yukon, Canada. A summary of activity for the quarter is as follows: Commodities Studies Stage Advanced projects Greenfield/ Brownfield programmes Bauxite Amargosa, Brazil*; Sanxai, Laos* Cape York, Australia Base Metals Copper/molybdenum: Resolution, US; Copper/Gold: Winu, Australia Copper: La Granja, Peru, Pribrezhniy, Kazakhstan Nickel: Tamarack, US (3rd party operated) Calibre-Magnum, Australia Copper Greenfield: Australia, Chile, China, Kazakhstan, Nicaragua, Peru, Serbia, US, Zambia, Brazil, Canada, Colombia, Finland, Namibia Nickel Greenfield: Canada, Finland Diamonds Falcon*, Canada Diamonds Greenfield: Canada Diamonds Brownfield: Diavik Minerals Lithium borates: Jadar, Serbia Potash: KL262, Canada Heavy mineral sands: Mutamba, Mozambique (3rd party operated) Iron Ore Pilbara, Australia Simandou, Guinea Pilbara, Australia Greenfield and Brownfield: Pilbara *Limited activity during the quarter Rio Tinto | Second quarter operations report 14

FORWARD-LOOKING STATEMENT This announcement includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts included in this announcement, including, without limitation, those regarding Rio Tinto's financial position, business strategy, plans and objectives of management for future operations (including development plans and objectives relating to Rio Tinto's products, production forecasts and reserve and resource positions and any statements related to the ongoing impact of the COVID-19 pandemic), are forward- looking statements. The words "intend", "aim", "project", "anticipate", "estimate", "plan", "believes", "expects", "may", "would", "should", "could", "will", "target", "set to", "seek", "risk" or similar expressions, commonly identify such forward- looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Rio Tinto, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding Rio Tinto's present and future business strategies and the environment in which Rio Tinto will operate in the future. Among the important factors that could cause Rio Tinto's actual results, performance or achievements to differ materially from those in the forward-looking statements are levels of actual production during any period, levels of demand and market prices, the ability to produce and transport products profitably, the impact of foreign currency exchange rates on market prices and operating costs, operational problems, political uncertainty and economic conditions in relevant areas of the world, the actions of competitors, activities by governmental authorities such as changes in taxation or regulation, the risks and uncertainties associated with the ongoing impacts of COVID-19 or other pandemic and such other risk factors identified in Rio Tinto's most recent Annual report and accounts in Australia and the United Kingdom and the most recent Annual report on Form 20-F filed with the United States Securities and Exchange Commission (the "SEC") or Form 6-Ks furnished to, or filed with, the SEC. The above list is not exhaustive. Forward-looking statements should, therefore, be construed in light of such risk factors and undue reliance should not be placed on forward-looking statements, particularly in light of the current economic climate and the significant volatility, uncertainty and disruption caused by the outbreak of COVID-19. These forward-looking statements speak only as of the date of this announcement. Rio Tinto expressly disclaims any obligation or undertaking (except as required by applicable law, the UK Listing Rules, the Disclosure Guidance and Transparency Rules of the Financial Conduct Authority and the Listing Rules of the Australian Securities Exchange) to release publicly any updates or revisions to any forward-looking statement contained herein to reflect any change in Rio Tinto's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based. Nothing in this announcement should be interpreted to mean that future earnings per share of Rio Tinto plc or Rio Tinto Limited will necessarily match or exceed its historical published earnings per share. Rio Tinto | Second quarter operations report 15

Contacts Please direct all enquiries to media.enquiries@riotinto.com Media Relations, UK Illtud Harri M +44 7920 503 600 David Outhwaite M +44 7787 597 493 Media Relations, Americas Matthew Klar T +1 514 608 4429 Media Relations, Australia Jonathan Rose M +61 447 028 913 Matt Chambers M +61 433 525 739 Jesse Riseborough M +61 436 653 412 Investor Relations, UK Menno Sanderse M +44 7825 195 178 David Ovington M +44 7920 010 978 Clare Peever M: +44 7788 967 877 Investor Relations, Australia Natalie Worley M +61 409 210 462 Amar Jambaa M +61 472 865 948 Rio Tinto plc 6 St James’s Square London SW1Y 4AD United Kingdom T +44 20 7781 2000 Registered in England No. 719885 Rio Tinto Limited Level 7, 360 Collins Street Melbourne 3000 Australia T +61 3 9283 3333 Registered in Australia ABN 96 004 458 404 This announcement is authorised for release to the market by Steve Allen, Rio Tinto’s Group Company Secretary. riotinto.com LEI: 213800YOEO5OQ72G2R82 Classification: 3.1 Additional regulated information required to be disclosed under the laws of a Member State Rio Tinto | Second quarter operations report 16

Rio Tinto production summary Rio Tinto share of production Quarter Half Year % change 2020 Q2 2021 Q1 2021 Q2 2020 H1 2021 H1 Q2 21 vs Q2 20 Q2 21 vs Q1 21 H1 21 vs H1 20 Principal commodities Alumina ('000 t) 1,990 2,034 2,012 4,000 4,047 +1 % -1 % +1 % Aluminium ('000 t) 785 803 816 1,568 1,619 +4 % +2 % +3 % Bauxite ('000 t) 14,560 13,566 13,699 28,373 27,264 -6 % +1 % -4 % Borates ('000 t) 132 122 126 258 248 -5 % +3 % -4 % Copper - mined ('000 t) 132.8 120.5 115.5 265.7 236.1 -13 % -4 % -11 % Copper - refined ('000 t) 26.9 59.2 52.3 74.1 111.4 +94 % -12 % +50 % Diamonds ('000 cts) 963 1,007 851 1,820 1,858 -12 % -15 % +2 % Iron Ore ('000 t) 71,689 65,681 66,241 138,477 131,922 -8 % +1 % -5 % Titanium dioxide slag ('000 t) 262 279 298 555 577 +14 % +7 % +4 % Other Metals & Minerals Gold - mined ('000 oz) 63.6 96.4 80.1 125.1 176.5 +26 % -17 % +41 % Gold - refined ('000 oz) 30.1 56.8 43.6 74.9 100.4 45 % -23 % 34 % Molybdenum ('000 t) 3.9 5.0 1.1 8.9 6.1 -71 % -78 % -32 % Uranium ('000 lbs) 718 65 — 1,393 65 -100 % -100 % -95 % Salt ('000 t) 1,425 1,411 1,458 2,469 2,869 +2 % +3 % +16 % Silver - mined ('000 oz) 1,077 1,005 925 2,104 1,930 -14 % -8 % -8 % Silver - refined ('000 oz) 382 812 609 844 1,421 +59 % -25 % +68 % Throughout this report, figures in italics indicate adjustments made since the figure was previously quoted on the equivalent page or reported for the first time. Production figures are sometimes more precise than the rounded numbers shown, hence small differences may result between the total of the quarter figures and the year to date figures. Rio Tinto | Second quarter operations report 17

Rio Tinto share of production Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 ALUMINA Production ('000 tonnes) Jonquière (Vaudreuil) 100 % 340 347 364 352 349 713 701 Jonquière (Vaudreuil) specialty Alumina plant 100 % 25 22 24 22 28 49 50 Queensland Alumina 80 % 711 763 774 743 756 1,424 1,499 São Luis (Alumar) 10 % 95 98 99 95 97 188 192 Yarwun 100 % 820 725 823 822 782 1,626 1,604 Rio Tinto total alumina production 1,990 1,954 2,085 2,034 2,012 4,000 4,047 ALUMINIUM Production ('000 tonnes) Australia - Bell Bay 100 % 49 48 48 46 47 96 93 Australia - Boyne Island 59 % 75 76 77 74 75 150 149 Australia - Tomago 52 % 76 77 77 75 75 151 150 Canada - six wholly owned 100 % 370 375 387 385 391 744 776 Canada - Alouette (Sept-Îles) 40 % 62 63 63 62 63 123 125 Canada - Bécancour 25 % 26 26 29 28 29 44 57 Iceland - ISAL (Reykjavik) 100 % 44 46 48 49 51 89 99 New Zealand - Tiwai Point 79 % 65 66 67 65 65 131 130 Oman - Sohar 20 % 20 20 20 20 20 39 39 Rio Tinto total aluminium production 785 797 815 803 816 1,568 1,619 BAUXITE Production ('000 tonnes) (a) Gove 100 % 3,186 3,147 3,090 2,879 3,030 6,062 5,909 Porto Trombetas 12 % 270 396 392 254 364 608 618 Sangaredi (b) 1,742 1,920 1,887 1,887 1,755 3,621 3,642 Weipa 100 % 9,362 8,997 7,929 8,545 8,550 18,082 17,095 Rio Tinto total bauxite production 14,560 14,459 13,299 13,566 13,699 28,373 27,264 (a) Mine production figures for metals refer to the total quantity of metal produced in concentrates, leach liquor or doré bullion irrespective of whether these products are then refined onsite, except for the data for bauxite and iron ore which represent production of marketable quantities of ore plus concentrates and pellets. (b) Rio Tinto has a 22.95% shareholding in the Sangaredi mine but benefits from 45.0% of production. Rio Tinto | Second quarter operations report 18

Rio Tinto share of production Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 BORATES Production ('000 tonnes B2O3 content) Rio Tinto Borates - borates 100 % 132 123 100 122 126 258 248 COPPER Mine production ('000 tonnes) (a) Bingham Canyon 100 % 36.5 34.7 33.8 33.2 33.7 71.5 67.0 Escondida 30 % 84.0 82.8 84.8 72.1 69.5 170.2 141.6 Oyu Tolgoi (b) 34 % 12.2 12.2 14.0 15.2 12.3 24.0 27.5 Rio Tinto total mine production 132.8 129.6 132.5 120.5 115.5 265.7 236.1 Refined production ('000 tonnes) Escondida 30 % 19.7 14.4 15.2 14.0 15.3 40.5 29.3 Rio Tinto Kennecott (c) 100 % 7.2 10.4 40.9 45.2 36.9 33.6 82.1 Rio Tinto total refined production 26.9 24.8 56.1 59.2 52.3 74.1 111.4 (a) Mine production figures for metals refer to the total quantity of metal produced in concentrates, leach liquor or doré bullion irrespective of whether these products are then refined onsite, except for the data for bauxite and iron ore which represent production of marketable quantities of ore plus concentrates and pellets. (b) Rio Tinto owns a 33.52% indirect interest in Oyu Tolgoi through its 50.79% interest in Turquoise Hill Resources Ltd. (c) We continue to process third party concentrate to optimise smelter utilisation, including 13.7 thousand tonnes of cathode produced from purchased concentrate in the first half of 2021. Purchased and tolled copper concentrates are excluded from reported production figures and production guidance. Sales of cathodes produced from purchased concentrate are included in reported revenues. DIAMONDS Production ('000 carats) Diavik 60 % 963 1,001 910 1,007 851 1,820 1,858 GOLD Mine production ('000 ounces) (a) Bingham Canyon 100 % 40.2 43.7 45.3 36.2 30.5 82.1 66.7 Escondida 30 % 13.0 12.7 14.3 11.4 11.7 23.8 23.1 Oyu Tolgoi (b) 34 % 10.4 12.3 29.4 48.8 37.9 19.2 86.7 Rio Tinto total mine production 63.6 68.7 89.1 96.4 80.1 125.1 176.5 Refined production ('000 ounces) Rio Tinto Kennecott 100 % 30.1 3.7 38.9 56.8 43.6 74.9 100.4 (a) Mine production figures for metals refer to the total quantity of metal produced in concentrates, leach liquor or doré bullion irrespective of whether these products are then refined onsite, except for the data for bauxite and iron ore which represent production of marketable quantities of ore plus concentrates and pellets. (b) Rio Tinto owns a 33.52% indirect interest in Oyu Tolgoi through its 50.79% interest in Turquoise Hill Resources Ltd. Rio Tinto | Second quarter operations report 19

Rio Tinto share of production Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 IRON ORE Production ('000 tonnes) (a) Hamersley mines (b) 53,187 54,852 53,316 47,063 47,621 102,514 94,684 Hamersley - Channar (c) 100 % 1,334 1,710 1,935 2,250 2,712 2,494 4,963 Hope Downs 50 % 5,659 6,625 6,571 5,616 5,960 11,326 11,576 Iron Ore Company of Canada 59 % 2,762 2,340 2,740 2,345 2,721 5,322 5,066 Robe River - Pannawonica (Mesas J and A) 53 % 4,307 3,882 3,988 3,506 3,090 8,187 6,596 Robe River - West Angelas 53 % 4,440 4,298 5,199 4,900 4,137 8,634 9,037 Rio Tinto iron ore production ('000 tonnes) 71,689 73,707 73,749 65,681 66,241 138,477 131,922 Breakdown of Production: Pilbara Blend and SP10 Lump (d) 18,970 18,253 21,666 18,050 18,265 37,474 36,315 Pilbara Blend and SP10 Fines (d) 30,866 33,570 31,122 28,245 28,796 58,600 57,042 Robe Valley Lump 1,326 1,399 1,364 1,307 1,219 2,798 2,527 Robe Valley Fines 2,981 2,483 2,624 2,199 1,871 5,388 4,070 Yandicoogina Fines (HIY) 14,784 15,662 14,233 13,534 13,369 28,893 26,903 Pilbara iron ore production ('000 tonnes) 68,927 71,366 71,009 63,336 63,520 133,154 126,856 IOC Concentrate 1,523 1,038 1,297 871 1,154 2,446 2,025 IOC Pellets 1,240 1,302 1,443 1,474 1,567 2,877 3,041 IOC iron ore production ('000 tonnes) 2,762 2,340 2,740 2,345 2,721 5,322 5,066 Breakdown of Shipments: Pilbara Blend Lump 16,700 15,514 16,280 12,842 12,830 31,085 25,672 Pilbara Blend Fines 33,036 31,710 35,140 28,565 27,795 59,728 56,360 Robe Valley Lump 1,118 1,112 1,246 1,025 934 2,250 1,959 Robe Valley Fines 2,999 2,724 3,062 2,402 2,190 5,687 4,591 Yandicoogina Fines (HIY) 15,578 14,203 15,055 14,222 13,640 28,491 27,862 SP10 Lump (d) 1,014 822 1,037 2,664 3,748 2,020 6,411 SP10 Fines (d) 1,603 1,488 1,771 2,923 2,817 2,692 5,740 Pilbara iron ore shipments ('000 tonnes) (e) 72,048 67,574 73,590 64,642 63,953 131,951 128,595 Pilbara iron ore shipments - consolidated basis ('000 tonnes) (e) (g) 73,976 69,496 75,630 66,431 65,627 135,704 132,058 IOC Concentrate 1,410 1,355 1,157 1,019 1,048 2,416 2,067 IOC Pellets 1,320 1,378 1,539 1,477 1,303 3,089 2,780 IOC Iron ore shipments ('000 tonnes) (e) 2,731 2,733 2,696 2,496 2,352 5,506 4,847 Rio Tinto iron ore shipments ('000 tonnes) (e) 74,779 70,307 76,286 67,137 66,305 137,457 133,442 Rio Tinto iron ore sales ('000 tonnes) (f) 74,808 69,993 75,765 65,415 67,032 137,241 132,447 (a) Mine production figures for metals refer to the total quantity of metal produced in concentrates, leach liquor or doré bullion irrespective of whether these products are then refined onsite, except for the data for bauxite and iron ore which represent production of marketable quantities of ore plus concentrates and pellets. (b) Includes 100% of production from Paraburdoo, Mt Tom Price, Western Turner Syncline, Marandoo, Yandicoogina, Brockman, Nammuldi, Silvergrass and the Eastern Range mines. Whilst Rio Tinto owns 54% of the Eastern Range mine, under the terms of the joint venture agreement, Hamersley Iron manages the operation and is obliged to purchase all mine production from the joint venture and therefore all of the production is included in Rio Tinto's share of production. (c) Rio Tinto’s ownership interest in Channar mine increased from 60% to 100%, following conclusion of its joint venture with Sinosteel Corporation upon reaching planned 290 million tonnes production on 22 October 2020. Production is reported at 100% from this date onward. Historic data is unchanged. (d) SP10 include other lower grade products. (e) Shipments includes material shipped to our portside trading facility in China which may not be sold onwards in the same period. (f) Represents the difference between amounts shipped to portside trading and onward sales from portside trading, and third party volumes sold. (g) While Rio Tinto has a 53% net beneficial interest in Robe River Iron Associates, it recognises 65% of the assets, liabilities, sales revenues and expenses in its accounts (as 30% is held through a 60% owned subsidiary and 35% is held through a 100% owned subsidiary). The consolidated basis sales reported here include Robe River Iron Associates on a 65% basis to enable comparison with revenue reported in the financial statements. Rio Tinto | Second quarter operations report 20

Rio Tinto share of production Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 MOLYBDENUM Mine production ('000 tonnes) (a) Bingham Canyon 100 % 3.9 5.1 6.4 5.0 1.1 8.9 6.1 (a) Mine production figures for metals refer to the total quantity of metal produced in concentrates, leach liquor or doré bullion irrespective of whether these products are then refined onsite, except for the data for bauxite and iron ore which represent production of marketable quantities of ore plus concentrates and pellets. SALT Production ('000 tonnes) Dampier Salt 68 % 1,425 1,279 1,113 1,411 1,458 2,469 2,869 SILVER Mine production ('000 ounces) (a) Bingham Canyon 100 % 526 586 555 524 476 1,064 1,000 Escondida 30 % 480 474 488 395 370 897 766 Oyu Tolgoi (b) 34 % 71 73 77 85 79 143 164 Rio Tinto total mine production 1,077 1,133 1,120 1,005 925 2,104 1,930 Refined production ('000 ounces) Rio Tinto Kennecott 100 % 382 70 449 812 609 844 1,421 (a) Mine production figures for metals refer to the total quantity of metal produced in concentrates, leach liquor or doré bullion irrespective of whether these products are then refined onsite, except for the data for bauxite and iron ore which represent production of marketable quantities of ore plus concentrates and pellets. (b) Rio Tinto owns a 33.52% indirect interest in Oyu Tolgoi through its 50.79% interest in Turquoise Hill Resources Ltd. TITANIUM DIOXIDE SLAG Production ('000 tonnes) Rio Tinto Iron & Titanium (a) 100 % 262 293 272 279 298 555 577 (a) Quantities comprise 100% of Rio Tinto Fer et Titane and Rio Tinto's 74% interest in Richards Bay Minerals (RBM). URANIUM Production ('000 lbs U3O8) (a) Energy Resources of Australia 86 % 718 735 742 65 — 1,393 65 (a) ERA production data are drummed U3O8. ERA ceased processing operations on 8 January 2021, as required by the Ranger Authority. Rio Tinto's Argyle operations were closed in 2020. No data for these operations are included in the Share of production table. Production figures are sometimes more precise than the rounded numbers shown, hence small differences may result between the total of the quarter figures and the year to date figures. Rio Tinto percentage interest shown above is at 30 June 2021. Rio Tinto | Second quarter operations report 21

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 ALUMINA Smelter Grade Alumina - Aluminium Group Alumina production ('000 tonnes) Australia Queensland Alumina Refinery - Queensland 80 % 889 953 968 929 945 1,780 1,874 Yarwun refinery - Queensland 100 % 820 725 823 822 782 1,626 1,604 Brazil São Luis (Alumar) refinery 10 % 945 976 990 953 968 1,882 1,920 Canada Jonquière (Vaudreuil) refinery - Quebec (a) 100 % 340 347 364 352 349 713 701 (a) Jonquière’s (Vaudreuil’s) production shows smelter grade alumina only and excludes hydrate produced and used for specialty alumina. Speciality Alumina - Aluminium Group Speciality alumina production ('000 tonnes) Canada Jonquière (Vaudreuil) plant – Quebec 100 % 25 22 24 22 28 49 50 Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 22

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 ALUMINIUM Primary Aluminium Primary aluminium production ('000 tonnes) Australia Bell Bay smelter - Tasmania 100 % 49 48 48 46 47 96 93 Boyne Island smelter - Queensland 59 % 126 128 129 124 127 252 251 Tomago smelter - New South Wales 52 % 148 150 149 145 146 293 292 Canada Alma smelter - Quebec 100 % 118 118 119 117 117 236 234 Alouette (Sept-Îles) smelter - Quebec 40 % 155 156 158 155 157 308 312 Arvida smelter - Quebec 100 % 42 41 41 40 42 86 83 Arvida AP60 smelter - Quebec 100 % 15 15 15 15 15 30 30 Bécancour smelter - Quebec 25 % 102 104 115 112 117 174 229 Grande-Baie smelter - Quebec 100 % 55 55 57 56 57 113 113 Kitimat smelter - British Columbia 100 % 78 84 91 95 97 154 191 Laterrière smelter - Quebec 100 % 62 62 63 62 63 125 125 Iceland ISAL (Reykjavik) smelter 100 % 44 46 48 49 51 89 99 New Zealand Tiwai Point smelter 79 % 82 84 84 82 82 165 164 Oman Sohar smelter 20 % 99 100 100 98 99 197 196 Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 23

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 BAUXITE Bauxite production ('000 tonnes) Australia Gove mine - Northern Territory 100 % 3,186 3,147 3,090 2,879 3,030 6,062 5,909 Weipa mine - Queensland 100 % 9,362 8,997 7,929 8,545 8,550 18,082 17,095 Brazil Porto Trombetas (MRN) mine 12 % 2,251 3,296 3,268 2,117 3,033 5,065 5,150 Guinea Sangaredi mine (a) 23 % 3,871 4,267 4,193 4,194 3,899 8,046 8,093 Rio Tinto share of bauxite shipments Share of total bauxite shipments ('000 tonnes) 14,668 14,117 12,993 13,444 13,602 28,235 27,046 Share of third party bauxite shipments ('000 tonnes) 10,721 10,064 9,104 9,024 9,493 20,190 18,517 (a) Rio Tinto has a 22.95% shareholding in the Sangaredi mine but benefits from 45.0% of production. Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 BORATES Rio Tinto Borates - borates 100 % US Borates ('000 tonnes) (a) 132 123 100 122 126 258 248 (a) Production is expressed as B2O3 content. Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 COPPER & GOLD Escondida 30 % Chile Sulphide ore to concentrator ('000 tonnes) 34,755 34,733 36,303 32,654 31,903 68,194 64,556 Average copper grade (%) 0.81 0.85 0.83 0.78 0.78 0.81 0.78 Mill production (metals in concentrates): Contained copper ('000 tonnes) 236.8 243.9 246.1 207.8 202.8 466.8 410.7 Contained gold ('000 ounces) 43.4 42.3 47.8 38.0 38.9 79.4 76.8 Contained silver ('000 ounces) 1,599 1,580 1,627 1,318 1,234 2,989 2,552 Recoverable copper in ore stacked for leaching ('000 tonnes) (a) 43.3 32.1 36.5 32.5 28.7 100.5 61.2 Refined production from leach plants: Copper cathode production ('000 tonnes) 65.5 47.9 50.8 46.6 51.1 135.2 97.8 (a) The calculation of copper in material mined for leaching is based on ore stacked at the leach pad. Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 24

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 COPPER & GOLD (continued) Rio Tinto Kennecott Bingham Canyon mine 100 % Utah, US Ore treated ('000 tonnes) 10,083 12,860 11,418 10,054 7,918 20,398 17,972 Average ore grade: Copper (%) 0.41 0.32 0.34 0.38 0.48 0.39 0.42 Gold (g/t) 0.23 0.21 0.22 0.21 0.21 0.23 0.21 Silver (g/t) 2.14 2.00 2.07 2.30 2.64 2.15 2.45 Molybdenum (%) 0.056 0.053 0.068 0.058 0.021 0.057 0.042 Copper concentrates produced ('000 tonnes) 135 140 138 140 141 283 281 Average concentrate grade (% Cu) 26.6 24.7 24.2 23.7 23.9 25.1 23.8 Production of metals in copper concentrates: Copper ('000 tonnes) (a) 36.5 34.7 33.8 33.2 33.7 71.5 67.0 Gold ('000 ounces) 40.2 43.7 45.3 36.2 30.5 82.1 66.7 Silver ('000 ounces) 526 586 555 524 476 1,064 1,000 Molybdenum concentrates produced ('000 tonnes): 7.8 10.3 12.2 9.4 2.2 18.2 11.6 Molybdenum in concentrates ('000 tonnes) 3.9 5.1 6.4 5.0 1.1 8.9 6.1 Kennecott smelter & refinery 100 % Copper concentrates smelted ('000 tonnes) 51 1 234 240 103 212 344 Copper anodes produced ('000 tonnes) (b) (2.1) 20.2 44.8 50.5 23.5 21.9 73.9 Production of refined metal: Copper ('000 tonnes) (c) 7.2 10.4 40.9 45.2 36.9 33.6 82.1 Gold ('000 ounces) (d) 30.1 3.7 38.9 56.8 43.6 74.9 100.4 Silver ('000 ounces) (d) 382 70 449 812 609 844 1,421 (a) Includes a small amount of copper in precipitates.(b) New metal excluding recycled material.(c) We continue to process third party concentrate to optimise smelter utilisation, including 13.7 thousand tonnes of cathode produced from purchased concentrate in the first half of 2021. Purchased and tolled copper concentrates are excluded from reported production figures and production guidance. Sales of cathodes produced from purchased concentrate are included in reported revenues.(d) Includes gold and silver in intermediate products. Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 25

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 COPPER & GOLD (continued) Turquoise Hill Resources Oyu Tolgoi mine (a) 34 % Mongolia Ore Treated ('000 tonnes) 9,645 10,072 9,594 9,813 9,401 20,534 19,214 Average mill head grades: Copper (%) 0.47 0.45 0.50 0.56 0.47 0.45 0.51 Gold (g/t) 0.19 0.21 0.41 0.68 0.50 0.17 0.59 Silver (g/t) 1.22 1.22 1.16 1.29 1.19 1.18 1.24 Copper concentrates produced ('000 tonnes) 169.9 168.5 190.2 201.9 173.2 334.4 375.1 Average concentrate grade (% Cu) 21.5 21.5 21.9 22.5 21.2 21.4 21.9 Production of metals in concentrates: Copper in concentrates ('000 tonnes) 36.5 36.3 41.6 45.4 36.7 71.7 82.2 Gold in concentrates ('000 ounces) 31.1 36.7 87.8 145.7 113.1 57.3 258.7 Silver in concentrates ('000 ounces) 212 219 231 255 235 426 490 Sales of metals in concentrates: Copper in concentrates ('000 tonnes) 39.7 34.4 37.9 39.0 19.6 65.5 58.6 Gold in concentrates ('000 ounces) 30.8 33.6 65.8 110.9 72.6 50.5 183.4 Silver in concentrates ('000 ounces) 220 201 194 207 106 365 313 (a) Rio Tinto owns a 33.52% indirect interest in Oyu Tolgoi through its 50.79% interest in Turquoise Hill Resources. Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 DIAMONDS Argyle Diamonds (a) 100 % Western Australia AK1 ore processed ('000 tonnes) 1,571 1,802 1,078 — — 2,893 — AK1 diamonds produced ('000 carats) 3,271 3,203 1,893 — — 5,849 — Diavik Diamonds 60 % Northwest Territories, Canada Ore processed ('000 tonnes) 626 679 643 632 669 1,197 1,301 Diamonds recovered ('000 carats) 1,606 1,668 1,517 1,678 1,418 3,033 3,096 (a) Rio Tinto's Argyle operations were closed in 2020. Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 26

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 IRON ORE Rio Tinto Iron Ore Western Australia Pilbara Operations Saleable iron ore production ('000 tonnes) Hamersley mines (a) 53,187 54,852 53,316 47,063 47,621 102,514 94,684 Hamersley - Channar (b) 100 % 2,223 2,849 2,169 2,250 2,712 4,157 4,963 Hope Downs 50 % 11,318 13,250 13,142 11,232 11,920 22,652 23,152 Robe River - Pannawonica (Mesas J and A) 53 % 8,126 7,324 7,525 6,616 5,830 15,446 12,446 Robe River - West Angelas 53 % 8,378 8,110 9,809 9,246 7,806 16,290 17,052 Total production ('000 tonnes) 83,232 86,385 85,961 76,406 75,889 161,059 152,296 Breakdown of total production: Pilbara Blend and SP10 Lump (c) 23,222 22,674 25,888 21,901 21,946 45,813 43,847 Pilbara Blend and SP10 Fines (c) 37,100 40,725 38,316 34,356 34,743 70,906 69,099 Robe Valley Lump 2,502 2,639 2,574 2,467 2,300 5,279 4,767 Robe Valley Fines 5,625 4,685 4,951 4,149 3,530 10,167 7,679 Yandicoogina Fines (HIY) 14,784 15,662 14,233 13,534 13,369 28,893 26,903 Breakdown of total shipments: Pilbara Blend Lump 20,339 19,118 20,155 15,740 15,631 37,844 31,371 Pilbara Blend Fines 40,379 39,230 42,727 35,777 34,607 73,576 70,384 Robe Valley Lump 2,110 2,098 2,351 1,934 1,762 4,245 3,696 Robe Valley Fines 5,659 5,140 5,778 4,532 4,131 10,730 8,663 Yandicoogina Fines (HIY) 15,578 14,203 15,055 14,222 13,640 28,491 27,862 SP10 Lump (c) 1,014 822 1,037 2,664 3,748 2,020 6,411 SP10 Fines (c) 1,603 1,488 1,771 2,923 2,817 2,692 5,740 Total shipments ('000 tonnes) (d) 86,681 82,099 88,873 77,791 76,336 159,598 154,128 Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 Iron Ore Company of Canada 59 % Newfoundland & Labrador and Quebec in Canada Saleable iron ore production: Concentrates ('000 tonnes) 2,593 1,768 2,208 1,484 1,965 4,165 3,449 Pellets ('000 tonnes) 2,112 2,217 2,457 2,510 2,669 4,899 5,178 IOC Total production ('000 tonnes) 4,704 3,985 4,666 3,993 4,634 9,064 8,627 Shipments: Concentrates ('000 tonnes) 2,402 2,307 1,970 1,735 1,785 4,115 3,521 Pellets ('000 tonnes) 2,248 2,347 2,620 2,515 2,220 5,261 4,734 IOC Total Shipments ('000 tonnes) (d) 4,650 4,654 4,591 4,250 4,005 9,376 8,255 Global Iron Ore Totals Iron Ore Production ('000 tonnes) 87,936 90,370 90,627 80,400 80,523 170,123 160,923 Iron Ore Shipments ('000 tonnes) 91,332 86,753 93,464 82,041 80,341 168,974 162,383 Iron Ore Sales ('000 tonnes) (e) 91,361 86,398 92,942 80,319 81,068 168,758 161,388 (a) Includes 100% of production from Paraburdoo, Mt Tom Price, Western Turner Syncline, Marandoo, Yandicoogina, Brockman, Nammuldi, Silvergrass and the Eastern Range mines. Whilst Rio Tinto owns 54% of the Eastern Range mine, under the terms of the joint venture agreement, Hamersley Iron manages the operation and is obliged to purchase all mine production from the joint venture and therefore all of the production is included in Rio Tinto's share of production. (b) Rio Tinto’s ownership interest in Channar mine increased from 60% to 100%, following conclusion of its joint venture with Sinosteel Corporation upon reaching planned 290 million tonnes production on 22 October 2020. Historic data is unchanged. (c) SP10 include other lower grade products. (d) Shipments includes material shipped to our portside trading facility in China which may not be sold onwards in the same period. (e) Include Pilbara and IOC sales adjusted for portside trading movements and third party volumes sold. Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 27

Rio Tinto operational data Rio Tinto interest Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 H1 2020 H1 2021 SALT Dampier Salt 68 % Western Australia Salt production ('000 tonnes) 2,085 1,871 1,628 2,064 2,132 3,612 4,196 TITANIUM DIOXIDE SLAG Rio Tinto Iron & Titanium 100 % Canada and South Africa (Rio Tinto share) (a) Titanium dioxide slag ('000 tonnes) 262 293 272 279 298 555 577 (a) Quantities comprise 100% of Rio Tinto Fer et Titane and Rio Tinto's 74% interest in Richards Bay Minerals' production. Ilmenite mined in Madagascar is being processed in Canada. URANIUM Energy Resources of Australia Ltd Ranger mine (a) 86 % Northern Territory, Australia U3O8 Production ('000 lbs) 831 851 860 75 — 1,760 75 (a) ERA production data are drummed U3O8. ERA ceased processing operations on 8 January 2021, as required by the Ranger Authority. Rio Tinto percentage interest shown above is at 30 June 2021. The data represent full production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations report 28