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FORTESCUE | 2 FORWARD LOOKING STATEMENTS DISCLAIMER FORTESCUE | 2 Important Notice The purpose of this presentation is to provide general information about Fortescue Ltd and its subsidiaries(“Fortescue”). It is not recommended that any person makes any investment decision in relation to Fortescue based on this presentation. This presentation contains certain statements which may constitute “forward-looking statements”. Such statements are only predictions and are subject to inherent risks and uncertainties which could cause actual decisions, values, results, performance or achievements to differ materially from those expressed or implied in any forward-looking statement. Forward-looking statements are based on assumptions regarding Fortescue’s present and future business strategies and the future conditions in which Fortescue expects to operate. Accordingly, Fortescue cautions against undue reliance on such statements. Fortescue makes no representation, warranty or assurance, express or implied, as to the accuracy or likelihood of the forward-looking statements or any outcomes expressed or implied in any forward-looking statements contained in this presentation being achieved or proved to be correct. Except for statutory liability which cannot be excluded, Fortescue and its respective officers, employees and advisers expressly disclaims any responsibility for the accuracy or completeness of the material contained in this presentation and excludes all liability whatsoever (including in negligence) for any loss or damage which may be suffered by any person as a consequence of any information in this presentation or any error or omission therefrom. Except as required by applicable regulations or by law, Fortescue disclaims any obligation to publicly update or review any forward-looking statements, whether as a result of new information or future events. Additional Information This presentation should be read in conjunction with the Annual Report at 30 June 2026 together with any announcements made by Fortescue in accordance withFortescue’s continuous disclosure obligations applying to it as a company listed on the Australian Securities Exchange. Any references to reserve and resources estimations should be read in conjunction with Fortescue's Ore Reserves and Mineral Resources statements included in the FY26 Annual Report released to the Australian Securities Exchange on 20 August 2026. Fortescue confirms in the subsequent public report that it is not aware of any new information or data that materially affects the information included in the relevant market announcement and, in the case of estimates of mineral resources or ore reserves, that all material assumptions and technical parameters underpinning the estimates in the relevant market announcement continue to apply and have not materially changed. All amounts within this presentation are stated in United States Dollars consistent with the functional currency of Fortescue, unless otherwise stated. Tables contained within this presentation may contain immaterial rounding differences.
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FORTESCUE | 3 COMPANY SECRETARY MONA GILL
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FORTESCUE | 4 FORTESCUE | 4 WELCOME TO COUNTRY
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FORTESCUE | 5 COMPANY SECRETARY MONA GILL
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FORTESCUE | 7 CHIEF EXECUTIVE OFFICER METALS AND OPERATIONS DINO OTRANTO
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FORTESCUE | 8 FORTESCUE | 8 200MT MILESTONE
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FORTESCUE | 9 SOLAR DELIVERING NOW FORTESCUE | 9FORTESCUE | 9
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FORTESCUE | 10 FORTESCUE | 10 NULLAGINE WIND PROJECT
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FORTESCUE | 11 TRIALLING ROBOTICS TO INSTALL SOLAR PANELS FORTESCUE | 11
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FORTESCUE | 12 FORTESCUE | 12 XCMG BATTERY ELECTRIC WATER CART FORTESCUE | 12
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FORTESCUE | 13 FORTESCUE | 13 FAST CHARGER
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FORTESCUE | 14 FORTESCUE | 14 ARTIFICIAL INTELLIGENCE FORTESCUE | 14
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FORTESCUE | 15 FORTESCUE | 15 ELECTRIC MINING EQUIPMENT FORTESCUE | 15
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FORTESCUE | 16 GUS PICHOT CHIEF EXECUTIVE OFFICER GROWTH AND ENERGY
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FORTESCUE | 17 FORTESCUE | 17 PILBARA IRON ORE
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FORTESCUE | 18 FORTESCUE | 18 BELINGA PROJECT, GABON
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FORTESCUE | 19 FORTESCUE | 19 COPPER EXPLORATION
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FORTESCUE | 20 FORTESCUE | 20 GREEN GRID
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FORTESCUE | 21 FORTESCUE | 21 TECHNOLOGY R&D
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FORTESCUE | 22 FORTESCUE | 22 FORTESCUE ZERO
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FORTESCUE | 23 FORTESCUE | 23 T 264 BATTERY INSTALLATION FORTESCUE | 23
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FORTESCUE | 24 FORTESCUE | 24 NABRAWIND
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FORTESCUE | 26 FORTESCUE | 26 EXECUTIVE CHAIRMAN DR ANDREW FORREST AO
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FORTESCUE | 27 Many of you have been with us since the beginning. You’ve stuck with us through thick and thin. And backed Fortescue’s DNA – which still drives us today. FORTESCUE | 27
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FORTESCUE | 28 FORTESCUE | 28 This is your Company today Australia’s highest returning company since inception US$40 billion in projects executed since 2003 US$6.2bn decarbonisation project being delivered Projects delivered faster and at a lower capital intensity than our peers in the Pilbara
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FORTESCUE | 29 Energy is the most important commodity on Earth Industrial growth needs cheap, reliable power: AI and data centres Manufacturing, transport and heavy industry Rare earth processing, copper mining and refining FORTESCUE | 29
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FORTESCUE | 30 FORTESCUE | 30 Electrification – the defining economic & national security lesson of the decade Economics of green energy now undeniable Renewables among cheapest sources of new electricity generation in the US, even without subsidies Lead time for new solar & wind projects less than two years, compared to at least three years for gas
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FORTESCUE | 31 FORTESCUE | 31 Australian diesel pump price 36% increase since 2022 decarbonisation announcement AIP national average diesel price – quoted in Australian cents per litre
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FORTESCUE | 32 The cost of fossil fuel dependence Mining’s biggest uncontrolled cost We use ~1bn litres of diesel equivalent a year Every US$10/barrel rise in diesel benchmark adds ~US$0.20/wmt to C1 costs FORTESCUE | 32
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FORTESCUE | 33 100-TE-AD-0042_1 | © 2026 FORTESCUE Energy is the next great commercial engine of this company FORTESCUE | 33
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FORTESCUE | 34 FORTESCUE | 34 Our first Green Grid customer 20-year power purchase agreement to supply PLS Group's Pilgangoora lithium operation Minimum 325GWh annually Equivalent to 45,000 Australian homes powered annually
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FORTESCUE | 35 FORTESCUE | 35 Delivering our US$6.2 billion decarbonisation program 100% of technical challenges solved 10% focused on resolving the economics Generation and transmission well advanced in execution 40% of excavator fleet electric by December 2026 Real Zero by 2030
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FORTESCUE | 36 36FORTESCUE | 36 2.4GW of green energy • 1.5GW of solar • 900MW+ of wind • 5GWh of battery storage
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FORTESCUE | 37 We are fundamentally changing how energy infrastructure is delivered, installed and operated FORTESCUE | 37
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FORTESCUE | 38 Solomon Solar Farm – one of the biggest in WA – will be built 40% cheaper New tech has nearly doubled the daily record for solar foundations installed 550km of transmission lines built – one of the fastest builds in Australia Fortescue knows how to build FORTESCUE | 38
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FORTESCUE | 39 And it’s only going to get faster and more efficient FORTESCUE | 39
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FORTESCUE | 40 FORTESCUE | 40F ortescue will lead the world in applying robotics at industrial scale The best technology could come from anywhere. United States? Japan? China? Europe? Australia? The best industrial application will come from Fortescue
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FORTESCUE | 41 FORTESCUE | 41 A replicable system Built and continue to expand our large-scale green grid Unique, fast build, repeatable systems Renewable resources into heavy industry ecosystem
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FORTESCUE | 42 FORTESCUE | 42 The next generation of Fortescue Mining: A stronger, more competitive iron ore business Energy: A major global energy and green fuel supplier Technology: Commercialising our technology to power and transform heavy industry Metals: Creating new value from metals and critical minerals
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FORTESCUE | 43 FORTESCUE | 43
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FORTESCUE | 44 Family Empowerment Frugality Stretch Targets Integrity Enthusiasm Safety Courage and Determination Generating Ideas Humility WE ARE FORTESCUE