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Ivanhoe Mines announces first anode production from Kamoa- Kakula copper smelter

Production Results Metallurgy & Processing

January 2, 2026

Ivanhoe Mines announces first anode production from Kamoa-

Kakula copper smelter

■

Kamoa-Kakula smelter is Africa’s largest copper smelter with a

capacity of 500,000 tonnes of copper per annum

■

Kamoa-Kakula 2026 sales set to exceed production as 20,000

tonnes of stockpiled copper in concentrate is smelted and sold

as 99.7%-pure copper anodes at current record copper prices

■

Kakula Mine Stage Two dewatering complete; selective mining

of eastern side of Kakula Mine recommenced ahead of

schedule

KOLWEZI, DEMOCRATIC REPUBLIC OF THE CONGO – Ivanhoe Mines (TSX: IVN)

(OTCQX: IVPAF) Executive Co-Chairman Robert Friedland and President and

Chief Executive Officer Marna Cloete announced that the first copper anodes

were produced by Kamoa-Kakula’s on-site, state-of-the-art 500,000-tonne-per-

annum direct-to-blister copper smelter on December 29, 2025, approximately five

weeks after the commencement of the smelter’s heat-up and one week after the

first feed of concentrate.

Watch the video showing first feed of concentrate and casting of

the first batch of anodes at the Kamoa-Kakula copper smelter:

https://vimeo.com/1150929862/8c8a54cbda?share=copy&fl=sv&fe=ci

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Ivanhoe Mines’ Founder and Executive Co-Chairman Robert Friedland

commented:

“The first production of copper anodes from our world-class smelter is a defining

moment for Kamoa-Kakula... This achievement is the culmination of a $1.1 billion

investment, 18 million man-hours of disciplined execution, and an outstanding

health and safety record that reflects the professionalism and commitment of

everyone involved.

“This facility will proudly deliver the highest-quality Congolese copper anodes to

the international markets, setting a new global benchmark for scale, efficiency,

and sustainability. I want to extend my sincere thanks to the extraordinary Kamoa

Copper team, as well as our contractors and partners from across the world,

whose expertise, innovation, and teamwork made the design and delivery of this

state-of-the-art facility possible. Together, we have built something exceptional

that will serve global consumers for generations to come.”

Smelter ramp-up underway to achieve a steady-state annualized rate

of 500,000 tonnes of 99.7%-pure copper anode, making it the largest

copper smelter in Africa.

The ramp-up of the Kamoa-Kakula copper smelter will continue throughout 2026,

with completion expected towards year-end. As announced on December 3, 2025,

Kamoa-Kakula’s copper production is estimated at between 380,000 and 420,000

tonnes of copper in 2026, with the mid-point of 400,000 tonnes of copper

representing approximately 80% of the smelter’s total capacity.

Kamoa-Kakula’s management team will prioritize the processing of concentrates

produced by the Phase 1, 2, and 3 concentrators through the on-site smelter, with

any excess concentrate toll-treated at the Lualaba Copper Smelter (LCS), near

Kolwezi, in the Democratic Republic of the Congo (DRC).

Heat-up and completion of hot commissioning of the smelter furnace, as well as

boiler, steam systems, acid circuit and the concentrate dryer were completed in

line with expectations. The furnace successfully reached its operating

temperature of 1,250 degrees centigrade (2,282 degrees Fahrenheit) for five days

prior to the first feed of concentrate.

Prior to the first feed of concentrate into the smelter, Kamoa-Kakula’s on-site

concentrate inventory contained approximately 37,000 tonnes of copper. Total

unsold copper in concentrate at the smelter, held in stockpiles and the smelting

circuit, is expected to be reduced to approximately 17,000 tonnes during 2026 as

the smelter ramps up. Therefore, 2026 copper sales are expected to be

approximately 20,000 tonnes higher than copper production as the on-site

inventory of unsold copper concentrate is destocked, predominantly during H1

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2026. As destocking occurs, Kamoa-Kakula’s management aims to capitalize on

near-record-high copper prices.

The installation of the uninterruptible power supply (UPS) facility was completed

prior to the first feed of concentrate into the smelter, which took place on

December 21, 2025. The 60-megawatt (MW) UPS is designed to provide up to two

hours of instantaneous back-up power to the smelter, protecting the operation

from voltage fluctuations in the domestic DRC grid. In addition, construction of

Kamoa-Kakula’s 60 MW on-site solar (PV) facilities continues to progress well.

The solar site, with battery storage, is expected to be the largest of its kind in

Sub-Saharan Africa. The solar facilities are expected to be operational from Q2

2026, providing 24 hours a day of uninterruptible power, in addition to the

approximately 180 MW of on-site diesel-powered, back-up generator capacity

already in place.

A view over the casting wheels during the first batch of anodes produced

by the Kamoa-Kakula Copper Smelter on December 29, 2025.

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Kamoa-Kakula’s Copper Smelter is the largest copper smelter in Africa with

an annualized nameplate capacity of 500,000 tonnes of 99.7%-pure copper

anodes.

Smelter operators tap slag from the slag furnace into the ladles for cooling.

The cooled slag, which contains approximately 4% copper, is then fed into

a separate, on-site, processing plant to recover this copper. Once fully

ramped up, the smelter’s overall copper recovery is expected to be 98.5%.

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Kamoa-Kakula’s operating margins are set to expand due to reduced

logistics costs from the smelter, as well as sales of by-product

sulphuric acid

Kamoa-Kakula’s margins are expected to expand as the smelter ramps up, as

concentrates produced by Phase 1, 2, and 3 concentrators are smelted on-site,

rather than being exported unbeneficiated. Kamoa-Kakula’s logistics costs are

expected to approximately halve as the copper content per truck-load exported

more than doubles, from approximately 45% contained copper in concentrate to

99.7%-pure copper anodes. Further savings are expected to be also achieved

through the significant revenues generated from sulphuric acid sales.

In addition to the first production of copper anodes, the Kamoa-Kakula smelter

also produced its first batch of by-product sulphuric acid. The smelter is

expected to produce up to 700,000 tonnes per annum of high-strength sulphuric

acid at steady-state operations, which will be sold locally.

Sulphuric acid is in high demand by other mining operations across the Central

African Copperbelt, especially following the export ban of acid by Zambia in

September 2025. Spot acid prices have reached as high as $700 per tonne in

Kolwezi in recent months. The first sale of acid by Kamoa-Kakula has already

taken place, with the first delivery expected in the coming weeks.

Construction of copper smelter delivered with industry-leading health

and safety record

Kamoa-Kakula’s projects team extended their industry-leading health and safety

record during the construction of the smelter. During the 18 million hours

worked, only one lost time injury (LTI) was recorded, an exceptionally rare

industry achievement. Therefore, the lost-time injury frequency rate (LTIFR) for

the delivery of the smelter was approximately 0.054 per million hours worked.

The last project delivered by Kamoa-Kakula’s project team was the Phase 3

concentrator, which was completed in mid-2024 without a single LTI recorded.

Stage Two dewatering of Kakula Mine complete; selective mining on

the eastern side commenced ahead of schedule in late December

Stage Two dewatering activities are complete, with the first pair of high-capacity

submersible dewatering pumps (Pumps 3 and 4) running dry. As announced on

December 3, 2025, following an underground survey, Pumps 3 and 4 were

repositioned lower in late November to enable an additional Stage Two

dewatering. Since then, the water level has declined by a further 19 metres to the

level shown in Figure 1. The second pair of Stage Two pumps (Pumps 1 and 2),

which are approximately 20 metres lower in elevation compared with Pumps 3

and 4 are expected to run dry in January 2026.

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Stage Three dewatering activities will take over from Stage Two dewatering, and

consist of re-commissioning the existing, water-damaged underground horizontal

pump stations, which are used for steady-state operations. The rehabilitation

work consists of fitting new pump motors, substations and electrical cabling. All

required equipment is on site, and installation will begin once access to the

horizontal pump stations becomes available.

Figure 1. A schematic of the underground water levels at the Kakula Mine

as at December 22, 2025, overlaid with the underground pumping

infrastructure.

There is currently 5,600 litres per second of installed pumping capacity at the

Kakula Mine, excluding the Stage Two pumping infrastructure. Stage Three

dewatering activities are expected to continue into Q2 2026 and will not be on the

critical path for Kakula’s mining operations.

In addition, the western side of the Kakula Mine has been dewatered, enabling the

mining of higher-grade areas. Head grades from mining areas on the western side

of Kakula are expected to increase from 3.5% copper in January to approximately

4.0% copper by the end of Q1 2026. In addition, selective mining on the eastern

side of the Kakula Mine began ahead of schedule at the end of December.

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Qualified Persons

Disclosures of a scientific or technical nature at the Kamoa-Kakula Copper

Complex in this news release have been reviewed and approved by Steve Amos,

who is considered, by virtue of his education, experience, and professional

association, a Qualified Person under the terms of NI 43-101. Mr. Amos is not

considered independent under NI 43-101 as he is Ivanhoe Mines’ Executive Vice

President, Projects. Mr. Amos has verified the technical data disclosed in this

news release.

Ivanhoe has prepared an independent, NI 43-101-compliant technical report for

the Kamoa-Kakula Copper Complex, which is available on the company’s website

and under the company’s SEDAR+ profile at www.sedarplus.ca:

• Kamoa-Kakula Integrated Development Plan 2023 Technical Report dated

March 6, 2023, prepared by OreWin Pty Ltd.; China Nerin Engineering Co.

Ltd.; DRA Global; Epoch Resources; Golder Associates Africa; Metso

Outotec Oyj; Paterson and Cooke; SRK Consulting Ltd.; and The MSA

Group.

The technical report includes relevant information regarding the assumptions,

parameters, and methods of the mineral resource estimates on the Kamoa-Kakula

Copper Complex cited in this news release, as well as information regarding data

verification, exploration procedures and other matters relevant to the scientific

and technical disclosure contained in this news release.

About Ivanhoe Mines

Ivanhoe Mines is a Canadian mining company focused on advancing its three

principal operations in Southern Africa; the Kamoa-Kakula Copper Complex in

the DRC, the ultra-high-grade Kipushi zinc-copper-germanium-silver mine, also in

the DRC; and the tier-one Platreef platinum-palladium-nickel-rhodium-gold-

copper mine in South Africa.

Ivanhoe Mines is exploring for copper in its highly prospective, 54-100% owned

exploration licences in the Western Forelands, covering an area over six times

larger than the adjacent Kamoa-Kakula Copper Complex, including the high-

grade discoveries in the Makoko District. Ivanhoe is also exploring for new

sedimentary copper discoveries in new horizons including Angola, Kazakhstan,

and Zambia.

Information contact

Follow Robert Friedland (@robert_ivanhoe) and Ivanhoe Mines (@IvanhoeMines_)

on X.

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Investors

Vancouver: Matthew Keevil +1.604.558.1034

London: Tommy Horton +44 7866 913 207

Media

Tanya Todd +1.604.331.9834

Website: www.ivanhoemines.com

Forward-looking statements

Certain statements in this release constitute “forward-looking statements” or “forward-

looking information” within the meaning of applicable securities laws. Such statements

and information involve known and unknown risks, uncertainties, and other factors that

may cause the actual results, performance, or achievements of the company, its

projects, or industry results, to be materially different from any future results,

performance, or achievements expressed or implied by such forward-looking

statements or information. Such statements can be identified using words such as

“may”, “would”, “could”, “will”, “intend”, “expect”, “believe”, “plan”, “anticipate”,

“estimate”, “scheduled”, “forecast”, “predict” and other similar terminology, or state that

certain actions, events, or results “may”, “could”, “would”, “might” or “will” be taken,

occur or be achieved. These statements reflect the company’s current expectations

regarding future events, performance, and results and speak only as of the date of this

release.

Such statements include, without limitation: (i) statements that 2026 copper sales are

expected to be approximately 20,000 tonnes higher than copper production as the on-

site inventory of unsold copper concentrate is destocked, predominantly during H1

2026; (ii) statements that the Kamoa-Kakula smelter is Africa’s largest copper smelter

with a capacity of 500,000 tonnes of copper per annum; (iii) statements that total unsold

copper in concentrate at the smelter, held in stockpiles and the smelting circuit, is

expected to be reduced to approximately 17,000 tonnes during 2026 as the smelter fully

ramps up; (iv) statements that the ramp-up of the Kamoa-Kakula copper smelter will

continue throughout 2026, with completion expected towards year-end; (v) statements

that head grades from mining areas on the western side of Kakula are expected to

increase from 3.5% copper in January to approximately 4.0% copper by the end of Q1

2026; (vi) statements that Kamoa-Kakula’s copper production is estimated at between

380,000 and 420,000 tonnes of copper in 2026, with the mid-point of 400,000 tonnes of

copper representing approximately 80% of the smelter’s total capacity; (vii) statements

that Kamoa-Kakula’s management team will prioritize the processing of concentrates

produced by the Phase 1, 2, and 3 concentrators through the on-site smelter, with any

excess concentrate toll-treated at the Lualaba Copper Smelter; (viii) statements that

Kamoa-Kakula’s 60 MW on-site solar site, with battery storage, is expected to be the

largest of its kind in Sub-Saharan Africa and that the solar facilities are expected to be

operational from Q2 2026, providing 24 hours a day of uninterruptible power; (ix)