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Ivanhoe Mines announces updated greenhouse gas assessment confirming Kamoa-Kakula Copper Complex as the world’s lowest carbon-emitting major copper mine

Corporate Updates

November 2, 2023

Ivanhoe Mines announces updated greenhouse gas

assessment confirming Kamoa-Kakula Copper Complex as

the world’s lowest carbon-emitting major copper mine

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Kamoa-Kakula carbon emissions per unit of copper (Scope 1,

2 and 3) set to reduce by 46% following completion of

500,000 tonne-per-annum, on-site smelter from Q4 2024

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State-of-the-art copper smelter expected to rank as fourth

lowest carbon-emitting smelter in the world

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Refurbishment of Turbine #5 at Inga II dam 50% complete;

on-schedule and on-budget to produce 178MW of green

hydroelectric power from Q4 2024

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Ivanhoe Mines initiates work on group decarbonisation

strategy and pathway to net-zero emissions

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

OTCQX: IVPAF) Executive Co-Chair Robert Friedland and President Marna Cloete,

announced today an updated current and future greenhouse gas (GHG)

emissions assessment of the Kamoa-Kakula Copper Complex. The assessment,

conducted by independent consultants Skarn Associates of London, England and

WSP Group of Montreal, Canada, confirms that Kamoa-Kakula is the market-

leading major copper producer in terms of GHG emissions. In addition, the

assessment highlights the significant reduction in combined Scope 1, 2 and 3

GHG emissions intensity following the completion of the direct-to-blister copper

smelter expected in Q4 2024.

The company is also pleased to report that the refurbishment of Turbine #5 at the

Inga II hydroelectric facility is approximately 50% complete and is advancing on

budget and on schedule. Turbine #5 will generate 178 MW of clean, hydroelectric

power into the DRC grid following completion in Q4 2024.

In addition, Ivanhoe Mines has appointed independent consulting firm BDO

Global of Zaventem, Belgium, to assist with shaping the company’s

decarbonisation strategy and pathway to net-zero emissions.

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Ivanhoe Mines’ Executive Co-Chair, Robert Friedland commented:

“The world is waking up to the fact that copper is the undisputed metal of

electrification, with even conservative forecasts predicting that demand will

double in size by 2035, based on massive requirements from renewable energy

generation, grid-scale transmission and storage infrastructure, and the

electrification of mass transportation.

“We have said it before – there will absolutely be no energy transition to ‘net-

zero’ without a transformational increase in the amount of primary copper

produced by the mining industry. However, the inhabitants of our planet are also

demanding that mining companies work to limit greenhouse gas emissions and

safeguard the environment. The achievements at Kamoa-Kakula demonstrate that

mining can indeed be re-invented to sustainably provide the metal that we so

desperately need, without compounding the problem of global warming and in

harmony with our employees, local communities, government partners and

stakeholders.”

“Kamoa-Kakula is proof that the Democratic Republic of the Congo will be the

future of low-carbon copper production, with its unique high-grade mineral

endowment, exceptional hydropower potential, and rapidly improving

infrastructure, such as the Lobito Corridor.”

Kamoa-Kakula Copper Complex is the world’s lowest carbon-emitting

major copper mine on a Scope 1 and 2 basis

The updated GHG emissions assessment recently completed by Skarn

Associates and WSP Group confirms that in 2022 Kamoa-Kakula produced

among the lowest carbon emissions per unit of copper in the world, and the

lowest of any major copper mine.

This is partially due to the incredibly high-grade orebodies at Kamoa-Kakula with

ore milled at an average grade of 5.5% in 2022, roughly ten times higher than the

estimated average copper head grade globally of 0.6%.

It is also a function of the DRC grid being among the world’s cleanest, with 99.5%

of grid power generated from hydroelectricity, according to the U.S. Energy

Information Administration. This includes investments in hydropower generation

that Kamoa Copper has made in partnership with DRC state utility, Société

Nationale d'Electricité (SNEL), such as the completed 78 MW Mwadingusha

hydroelectric facility and the ongoing work at Turbine #5 of the Inga II

hydroelectric facility.

On a Scope 1 and 2 basis (reported from ore to mine gate), Kamoa-Kakula’s GHG

emissions intensity in 2022 was 0.16 equivalent tonnes of carbon dioxide per

tonne of contained copper produced (CO2-e / t Cu). This comfortably ranks

Kamoa-Kakula almost at the bottom of the Scope 1 and 2 GHG emissions curve,

as shown in Figure 1.

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Figure 1. 2022 Scope 1 & 2 copper GHG emissions intensity curve,

highlighting Kamoa-Kakula and top 10 largest copper mining operations.

Kamoa-Kakula is the world’s fastest growing and greenest major copper

mine.

Notes: Kamoa-Kakula and industry peer Scope 1 and 2 GHG emissions data are estimates by Skarn

Associates. Estimates include all direct and indirect emissions to produce contained copper from ore to

mine gate. The horizontal width of each bar represents each operation’s 2022 copper production. In 2022,

Kamoa-Kakula produced 333,497 tonnes of copper in concentrate, emitting an estimated 52,314

equivalent tonnes of CO2, thereby producing 0.16 equivalent tonnes of CO2 per tonne of copper

produced. Chart sources: Skarn Associates, WSP Group, Ivanhoe Mines

Phase 3 direct-to-blister flash copper smelter will be one of the

world’s largest copper smelters and also one of the greenest

Kamoa-Kakula’s ongoing Phase 3 expansion, which is on schedule to be

completed in Q4 2024, consists of a new 5-Mtpa underground mine and

concentrator at Kamoa, an on-site direct-to-blister flash copper smelter, as well

as the refurbishment of Turbine #5 at the Inga II hydroelectric power station.

Turbine #5 will supply an additional 178 megawatts of clean hydroelectric power

to the national grid, which is sufficient to meet the power requirements of the

Phase 3 concentrator, the smelter, as well as provide spare capacity for the DRC

grid and future expansions.

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The new direct-to-blister flash copper smelter is projected to be one of the

largest, single-line copper flash smelters in the world, and the largest in Africa.

The smelter will have a nameplate production capacity is 500,000 tonnes per

annum of 99+%-pure blister copper anodes.

The 100-hectare smelter complex is under construction adjacent to the operating

Phase 1 and Phase 2 concentrator plants. The smelter has been designed to

incorporate leading-edge direct-to-blister technology supplied by Metso Outotec

of Espoo, Finland, and will meet the International Finance Corporation’s (IFC)

emissions standards.

The smelter will have a processing capacity of approximately 1.2 Mtpa of dry

concentrate feed and is designed to run on a blend of concentrate produced from

the adjacent Phase 1 and 2 concentrators at Kakula and the Phase 3 (and future

Phase 4) concentrators at Kamoa, located approximately 10 kilometers away.

According to the assessment completed by Skarn Associates and WSP Group,

the smelter will have one of the world’s lowest Scope 1 and 2 GHG emission

intensities. As shown in Figure 2, the smelter is estimated to produce 0.36 CO2-e /

t Cu. Out of the approximately 100 copper smelters analyzed globally, the smelter

is estimated to rank fourth lowest in terms of GHG emissions.

3D visualization of the new Kamoa-Kakula Smelter site in the background

(red outline), with Kamoa-Kakula’s Phase 1 and 2 concentrators in the

foreground-left. The construction of the smelter is on track to be completed

in Q4 2024.

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Figure 2. 2021 Scope 1 & 2 global copper smelter GHG emissions intensity

curve, highlighting Kamoa-Kakula smelter and world’s top 10 largest

copper smelters.

Notes: Kamoa-Kakula and industry peer Scope 1 and 2 GHG emissions data are estimates by Skarn

Associates. Estimates include all direct and indirect emissions to produce copper blister-anode at smelter

gate. The horizontal width of each bar represents each smelter’s 2021 copper production. In 2026, the

Kamoa-Kakula Smelter is estimated to produce 500,000 tonnes of copper blister-anode, emitting an

estimated 179,389 equivalent tonnes of CO2, thereby producing 0.36 equivalent tonnes of CO2 per tonne

of copper produced. Chart sources: Skarn Associates, WSP Group and Ivanhoe Mines.

Smelter investment will reduce Kamoa-Kakula carbon emissions per

unit of refined copper (Scope 1, 2 and 3) by an additional 46%

On the basis of Scope 1, 2 and 3 (partial) emissions, including downstream

emissions beyond the mine gate to produce LME-grade refined metal, Skarn

Associates and WSP Group estimate that Kamoa-Kakula’s GHG emissions-

intensity in 2022 was 2.42 CO2-e / t Cu. Following the completion of the Phase 3

expansion and the smelter, the emissions intensity of Kamoa-Kakula on a Scope

1, 2 and 3 basis is estimated to almost halve to 1.31 CO2-e / t Cu. Industry peer

data compiled by Skarn Associates ranks Kamoa-Kakula Copper Complex

comfortably within the bottom decile of the GHG emissions intensities on a

Scope 1, 2 and 3 basis as shown in Figure 3.

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Figure 3. 2022 Scope 1, 2 & 3 copper GHG emissions intensity curve,

highlighting Kamoa-Kakula and top 10 largest copper mining operations.

Following the completion of the on-site smelter, as part of the Phase 3

expansion, the GHG emissions intensity is expected to almost halve.

Notes: Kamoa-Kakula and industry peer Scope 1, 2 and 3 GHG emissions data are estimates by Skarn

Associates. Estimates include emissions to produce refined LME-grade copper, from ore to refinery gate.

The emissions estimates for Scope 3 include Category 9, downstream transportation and distribution, and

Category 10, processing of sold products. The horizontal width of each bar represents each operation’s

2022 copper production. In 2022, Kamoa-Kakula produced 333,497 tonnes of copper, emitting an

estimated 791,939 equivalent tonnes of CO2, thereby producing 2.42 equivalent tonnes of CO2 per tonne

of copper produced. In 2026, Kamoa-Kakula is estimated to produce 632,000 tonnes of copper, emitting

an estimated 830,894 equivalent tonnes of CO2, thereby producing 1.31 equivalent tonnes of CO2 per

tonne of copper produced. Chart sources: Skarn Associates, WSP Group, Ivanhoe Mines

The significant reduction in GHG emissions is due to the improvement in Scope 3

emissions from the on-site smelter. This is partially due to the smelter being

inherently lower in GHG emissions-intensity compared with typical smelters

currently used. The most significant impact is in terms of the transportation of a

higher-grade copper anode, instead of shipping copper concentrate.

Currently, copper concentrate of approximately 50% copper (excluding moisture)

is trucked up to 3,000 kilometres to the ports of Durban, South Africa, Dar es

Salaam, Tanzania and Walvis Bay, Namibia where it is exported to the

international markets to be smelted, as shown in Figure 4. Following the

completion of the Kamoa-Kakula copper smelter, copper will be transported to

port in the form of 99.7% pure copper anodes. Therefore, transporting anode with

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over double the contained copper content, compared with concentrate, requires

under half the number of trucks per unit of copper.

In addition, sulphur dioxide off-gas generated from the smelting process is

captured to produce high-strength sulphuric acid. This by-product will be sold in

liquid form domestically within the DRC Copperbelt. This significantly benefits

the GHG emissions of local mining operations that consume sulphuric acid to

leach copper from oxide ores. These operations are located between 20 and 60

kilometers away the Kamoa-Kakula. 95% of the sulphuric acid used in the DRC is

generated from energy-intensive sulphur furnaces that ‘burn’ sulphur powder that

is imported from as far as the port of Durban, approximately 3,000 km away.

Purchasing high-strength sulphuric acid domestically provides these local

mining operations with significant GHG emissions savings, due to the proximity

of the smelter and the method by which the acid is generated.

Further emissions reduction possible in the supply chain from the

Lobito Corridor

To support the further reduction of downstream (Scope 3) GHG emissions,

Kamoa-Kakula is working with its offtake partners. This includes targeting low-

emission copper refineries, where commercially feasible, as well as supporting

lower carbon-intensive logistics routes, such as the Lobito Railway Corridor.

Figure 4. Map of export routes currently used by Kamoa-Kakula in red, with

the future Lobito Rail Corridor route in orange. Trial shipments are

expected to commence along the Lobito Railway Corridor this quarter.

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As announced on August 16, 2023, Kamoa-Kakula plans to commence trial

shipments along the Lobito Railway Corridor in Q4 2023. The new Lobito Railway

Corridor is a significantly shorter and more direct route to a seaport than the

current export routes, as shown below in Figure 4.

On completion of the trial shipments, Kamoa-Kakula will be able to estimate the

GHG emissions savings from using this route, compared with the current

trucking routes.

Refurbishment of hydropower at Inga II approximately 50% complete

and on-schedule for Q4 2024 completion

The refurbishment of Turbine #5 at the Inga II hydroelectric facility is

approximately 50% complete and advancing on-schedule, and well within budget,

for completion in Q4 2024.

Originally built in the 1980s, the Inga II hydroelectric facility consists of 8 turbines

with a total generation capacity of 1.4 GW. However, the facility currently

operates at approximately 50% utilisation, with Turbine #5 having been non-

operational since 2018.

Aerial view of the Inga II hydroelectric facility, owned and operated by DRC

state-utility SNEL. Turbine #5 (of 8) is currently undergoing refurbishment,

funded by Kamoa Copper. The new equipment installed as part of the

refurbishment work contains in total approximately 100 tonnes of copper.