Rio Tinto (NYSE: RIO) lifts output and cuts copper costs in H1 2026

Rhea-AI Filing Summary

Rio Tinto reported solid operational performance for Q2 2026, with group copper equivalent (CuEq) production up 3% year-on-year in the first half. Consolidated copper output was 442 kt in H1, up 1%, driven by a 31% increase at Oyu Tolgoi as underground ramp-up continued.

In iron ore, Pilbara production reached its highest first-half level since 2018, with 100% basis H1 output of 162.3 Mt and sales of 157.7 Mt, both up 6% and 5% respectively. Lithium carbonate equivalent production rose to 27.3 kt, up 53%, supported by first production at the Sal de Vida and Fénix 1B projects ahead of plan. Copper C1 net unit cost guidance was reduced to 30–50 USc/lb from 65–75 USc/lb.

Simandou continued to ramp, with 1.2 Mt mined (100% basis) and initial sales to China. Cash flow was pressured by a $443 million tax payment by Oyu Tolgoi and about $1.2 billion of working capital outflow. Exploration and evaluation spend increased to $480 million versus $334 million in 2025.

Key Figures

CuEq production growth: 3% YoY Consolidated copper production: 442 kt Pilbara iron ore sales: 157.7 Mt +5 more

8 metrics

CuEq production growth 3% YoY Copper equivalent production increase for the first half of 2026

Consolidated copper production 442 kt H1 2026 consolidated copper output, up 1% vs H1 2025

Pilbara iron ore sales 157.7 Mt H1 2026 sales on a 100% basis, 5% higher year-on-year

Lithium LCE production 27.3 kt H1 2026 lithium carbonate equivalent output, 53% above H1 2025

Copper C1 cost guidance 30–50 USc/lb 2026 C1 net unit cost guidance for Kennecott, Oyu Tolgoi and Escondida

Exploration & evaluation spend $480 million Year-to-date 2026 expenditure charged to the Income Statement, versus $334 million in 2025

Oyu Tolgoi tax payment $443 million Tax assessments for 2021–2022 paid to the Mongolian Tax Authority in March 2026

Working capital outflow ~$1.2 billion Cash outflow in H1 2026 from higher inventories and seasonal movements in payables

Key Terms

Copper equivalent (CuEq), C1 net unit costs, Full SaL, Lithium carbonate equivalent (LCE), +2 more

6 terms

Copper equivalent (CuEq) financial

"3% YoY increase in copper equivalent (CuEq)1 production"

Copper equivalent (CuEq) is a single-number measure that converts the value of all payable metals in an ore or deposit into the amount of copper that would be worth the same, using current metal prices and processing recoveries. Think of it as adding different coins of mixed currencies into one dollar value so investors can compare deposits, estimate potential revenue and make investment decisions more easily, noting the result depends on the price and recovery assumptions used.

C1 net unit costs financial

"Copper C1 net unit costs reduced to US 30 - 50c/lb"

Full SaL technical

"refined copper production increased primarily due to improved Full SaL1 production"

Lithium carbonate equivalent (LCE) financial

"Total lithium carbonate equivalent (LCE) production1,2 14.6"

Lithium carbonate equivalent (LCE) is a common unit that converts all forms of lithium — like lithium hydroxide or spodumene concentrate — into the amount that would be contained in lithium carbonate, so different products and deposits can be compared on the same scale. Investors use LCE to compare mine resources, production targets and supply forecasts much like converting different currencies into a single one, which helps assess potential revenue, market share and exposure to battery demand.

Free on board (FOB) financial

"Pilbara iron ore unit cash costs, free on board (FOB) basis"

trans-shipment vessels technical

"fabrication and assembly of trans-shipment vessels advancing"

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FAQ

What CuEq and copper production did Rio Tinto (RIO) report for H1 2026?

Rio Tinto reported 3% year-on-year growth in copper equivalent (CuEq) production and consolidated copper output of 442 kt in H1 2026, up 1%. Growth was driven mainly by a 31% increase at Oyu Tolgoi as underground operations ramped up on schedule.

How did Pilbara iron ore volumes trend for Rio Tinto (RIO) in Q2 and H1 2026?

Pilbara iron ore production reached 83.5 Mt (100% basis) in Q2 2026 and 162.3 Mt in H1, both up 6% year-on-year. Pilbara sales were 85.3 Mt in Q2 and 157.7 Mt in H1, rising 7% and 5% respectively, supported by strong system performance.

What is Rio Tinto’s updated 2026 copper C1 cost guidance?

Rio Tinto reduced its 2026 copper C1 net unit cost guidance to 30–50 USc/lb from 65–75 USc/lb for Kennecott, Oyu Tolgoi and Escondida. The company attributes this to higher-than-expected gold prices and ongoing productivity improvements across its copper operations.

How is Rio Tinto’s (RIO) lithium business performing in H1 2026?

Lithium carbonate equivalent production reached 27.3 kt in H1 2026, a 53% increase versus H1 2025. Growth was supported by the ramp-up at the Rincón starter plant and first production ahead of plan at the Sal de Vida and Fénix 1B projects.

What major cash flow impacts did Rio Tinto (RIO) highlight for H1 2026?

The group reported a $443 million tax payment by Oyu Tolgoi following Mongolian assessments for 2021–2022 and about $1.2 billion of working capital cash outflow. The latter reflected higher iron ore inventories, Simandou ramp-up and seasonal movements in payables.

What progress did Rio Tinto (RIO) report on the Simandou iron ore project?

SimFer mine construction and port infrastructure are both now over three quarters complete, with rail fully commissioned. H1 2026 mine-gate production was 1.2 Mt (100% basis) and Q2 sales to China totalled 0.4 Mt at 65.8% Fe after tertiary crushing.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13A-16 OR 15D-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

July 15, 2026

Commission file number: 001-10533			Commission file number: 001-34121
Rio Tinto plc			Rio Tinto Limited
			ABN 96 004 458 404
(Translation of registrant’s name into English)			(Translation of registrant’s name into English)
6 St. James’s Square			Level 43, 120 Collins Street
London, SW1Y 4AD, United Kingdom			Melbourne, Victoria 3000, Australia
(Address of principal executive offices)			(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

Form 20-F ☒ Form 40-F ☐

EXHIBITS

99.1Stock Exchange announcement dated 15 July 2026 entitled ‘Rio Tinto releases second quarter 2026 production results’.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrants have duly caused this report to be signed on their behalf by the undersigned, thereunto duly authorised.

Rio Tinto plc						Rio Tinto Limited
(Registrant)						(Registrant)
By			/s/ Matthew Whyte			By			/s/ Tim Paine
Name			Matthew Whyte			Name			Tim Paine
Title			Company Secretary			Title			Company Secretary
Date			15 July 2026			Date			15 July 2026

Rio Tinto releases second quarter 2026 production results 15 July 2026 Driving performance to achieve 3% YoY CuEq1 growth in the first half Rio Tinto Chief Executive Simon Trott said: “We are delivering growth as we drive performance across the group, with copper equivalent production up 3 per cent in the first half. “Our scale, geographical diversification and sophisticated supply chains continue to underpin our resilience and strong operational performance despite ongoing geopolitical uncertainty throughout the period. “In the Pilbara, we achieved our highest first half iron ore production since we set a record in 2018, through the successful implementation of our ongoing productivity improvement program. In copper, Oyu Tolgoi continued to ramp up on schedule to deliver more than 30 per cent growth for the first half, while our integrated, large- scale aluminium business sustained its strong performance. “At Simandou, we continue to advance at pace. SimFer mine construction and port infrastructure are both now more than three quarters complete, with full rail commissioning achieved in the first quarter. We are progressing our next generation of copper growth options at Resolution and Winu, while in lithium we achieved first production ahead of plan at Sal de Vida and Fénix 1B. “We are driving a step-change in operational performance to deliver industry leading returns and growth for our shareholders.” 1. Executive Summary • Operational excellence: 3% YoY increase in copper equivalent (CuEq)1 production for the first half. • Copper: Oyu Tolgoi ramp-up remains on track; H1 production delivered 31% YoY growth. Copper C1 net unit cost guidance has been reduced to US 30 - 50c/lb (from US 65 - 75c/lb). • Iron ore: Q2 global iron ore sales were 89Mt, up 5% YoY. Q2 Pilbara sales up 7% YoY. SimFer mine construction and port infrastructure now both over three quarters complete. • Aluminium: Resilience across the supply chain, with a strong recovery in bauxite. • Lithium: Production rose 20% YoY in Q2 driven by the ramp-up at Rincon starter plant and delivery of first tonnes at Sal de Vida and Fénix 1B, ahead of plan. Production and sales2 Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs H1 2025 2026 guidance10 Guidance status Copper production (consolidated basis) kt 213 -7 % -7 % 442 +1 % 800 - 870 Unchanged Global iron ore production3 (100% basis) Mt9 87.1 -1 % +5 % 169.9 +5 % NA NA Pilbara iron ore production (100% basis) Mt9 83.5 0 % +6 % 162.3 +6 % NA NA Global iron ore sales4 (100% basis) Mt9 88.8 +5 % +17 % 164.5 +4 % 343 - 366 Unchanged Pilbara iron ore sales5 (100% basis) Mt9 85.3 +7 % +18 % 157.7 +5 % 323 - 338 Unchanged Bauxite production Mt 15.2 -3 % +14 % 28.5 -7 % 58 - 61 Unchanged Alumina production6 Mt 2.0 +10 % -2 % 4.0 +8 % 7.6 - 8.0 Unchanged Aluminium production7 Mt 0.84 0 % +1 % 1.68 0 % 3.25 - 3.45 Unchanged Lithium carbonate equivalent (LCE) production8 kt 14.6 +20 % +15 % 27.3 +53 % 61 - 64 Unchanged 1 Copper equivalent (CuEq) volume = Rio Tinto’s share of production volume / Volume conversion factor x Product price ($/t) / Copper price ($/t). Prices are based on long-term consensus prices. 2 Rio Tinto share unless otherwise stated. 3 Iron Ore production for Pilbara operations and Iron Ore Company of Canada (IOC) refers to saleable production (after crushing, screening and beneficiation). For Simandou, it represents ore ready for train loading at the SimFer mine gate: final (tertiary) crushing of Simandou ore takes place in China. 4 Includes all shipments from Pilbara and IOC, including those to our Portside trading business; excludes shipments from our Portside trading business. It also includes Simandou sales, where there is a ~2-3 month lag between mine gate production and sales for railing, shipping to China and tertiary crushing. 2026 sales guidance (100% basis) is 5-10 Mt for Simandou and 15-18 Mt for IOC. 5 Pilbara iron ore guidance remains subject to the timing of approvals for planned mining areas and heritage clearances. 6 QAL production now included on a 100% basis. 7 Includes primary aluminium only. 8 H1 2025 represents production since March following completion of the Arcadium acquisition. Q1 2025 LCE production was 5.6kt (6.5kt on a 100% basis); LCE shipments were 3.8kt (5.0kt on a 100% basis). 9 Wet metric tonnes. 10 See further notes in Section 2, 2026 guidance. Notice to ASX/LSE Rio Tinto | Second quarter operations review 1 EXHIBIT 99.1

2. Guidance Production/sales guidance is unchanged1. Unit cost guidance: Pilbara iron ore unit cash costs unchanged. • Note: Diesel prices increased from ~$85/bbl to ~$140/bbl during H1, resulting in a ~$0.8/t YoY increase in unit costs in H1. A US$10/bbl increase in diesel price is estimated to impact full year Pilbara unit costs by ~$0.15/t2. Copper C1 net unit costs reduced • Guidance range reduced to US 30 - 50c/lb (from US 65 - 75c/lb) due to higher than expected gold prices and productivity improvements. 2026 Guidance Pilbara iron ore unit cash costs, free on board (FOB) basis - US$ per wet metric tonne 23.5 - 25.03 Copper C1 net unit costs (Kennecott, Oyu Tolgoi and Escondida) - US cents per lb 30 - 504 1 Guidance remains subject to weather impacts. 2 There will be timing differences between market rates and realised diesel prices due to contractual arrangements. 3 Subject to the impact of higher diesel prices and foreign exchange. Based on Australian dollar exchange rate of 0.67. 4 Gold price assumption is $4,026/oz (spot price as at 30 June 2026). 3. Group update Expenditure on exploration and evaluation • Year to date pre-tax and pre-divestment expenditure on exploration and evaluation charged to the Income Statement was $480 million compared with $334 million in 2025. Approximately 57% of the spend was by the Copper product group, 25% by central exploration and other operations and 18% by the Iron Ore product group. • Copper accounts for the majority of total expenditure on exploration and evaluation. Group financial update • In February 2026, Oyu Tolgoi LLC received tax assessments amounting to MNT 1.6 trillion ($443 million) in primary tax, interest and penalties from the Mongolian Tax Authority, pertaining to tax audits covering the financial years 2021 and 2022. As required by Mongolian tax law, Oyu Tolgoi paid this amount in full in March 2026 reserving its rights to dispute the payment. These assessments are inconsistent with the Oyu Tolgoi Investment Agreement and applicable Mongolian legislation, and we are taking relevant steps including engaging in discussions with the Government of Mongolia to resolve this matter1. • In H1 2026, in addition to the $443 million tax payment described above, we saw a cash outflow of ~$1.2 billion from an increase in working capital. Drivers include higher inventories, primarily in iron ore, following the impact of cyclones in Q1 on Pilbara port capacity and the ramp-up of Simandou, together with normal seasonal movements in amounts due to JV partners and employees. • We have refined our definition of free cash flow to include Rio Tinto share of capital investment, effective from our H1 2026 financial results. Further detail on this change in methodology is available on our website. Middle East conflict Operational impacts to Rio Tinto remain limited, with no material disruption to production or outbound supply chains across our core commodities. Our scale, geographical diversification and trading and procurement capability continue to underpin resilience, enabling supply continuity of raw materials to our operations and products to our customers, despite significant global supply chain dislocation. Prices for our core commodities have remained broadly supportive in Q2, as detailed in our markets section. Conditions in the Strait of Hormuz remain highly volatile. We continue to monitor developments closely and maintain contingency plans to address potential escalation or further disruption to global energy and logistics markets. 1 Further information in relation to these assessments can be found in our 2025 Annual Report in notes 10, 15 and 39 to the financial statements and in our 2025 Taxes and Royalties Paid report on page 23. Rio Tinto | Second quarter operations review 2

4. Our markets Global economy: the economic impacts from the prolonged closure of the Strait of Hormuz have remained moderate to date. Overall, global manufacturing remained in expansion in June, with the global investment goods output Purchasing Managers' Index (PMI) tracking at the strongest quarterly average since 2021, pointing to strong capital investment. Chinese economy: industrial production slowed to 4.3% in April and May from 6.1% YoY in Q1, partly reflecting lower oil supply entering the industrial production value chains. This has been evident in sequentially weaker output of chemicals and processed petroleum products. Exports continue to surge, reinforcing the theme of soft domestic consumption and strong exports. US economy: growth has remained resilient, boosted by the ongoing AI-linked capital investment boom, the fading impact of reciprocal tariffs and a positive terms-of-trade effect from higher energy prices. Copper • London Metal Exchange (LME) copper prices reached a record high of $6.39/lb ($14,096/t) in mid- May, supported by optimism around AI-driven electricity demand, strong investor flows and renewed supply disruption concerns. LME prices have since moderated, largely due to a stronger US dollar, but have remained supported around $5.90/lb ($13,000/t). • Copper leaching operations in the DRC and Chile are facing disruptions to sulphuric acid supply due to the Middle East conflict. While no cost-related curtailments have been observed, acid shortages have reportedly reduced output at some operations. • The US Government has not provided an update regarding possible tariffs on refined copper cathode imports. Chicago Mercantile Exchange (CME) copper prices continue trading above LME prices as a result and the US continue to import more copper cathode than is required to meet demand. • The copper concentrate market remained extremely tight in Q2, with spot treatment and refining charges ending the quarter at a record low of -$150/t. High sulphuric acid prices have provided a revenue tailwind to smelters. Iron ore • Iron ore prices remained resilient, increasing by 2% in Q2 to $105/dmt. • China’s crude steel and pig iron production increased in Q2, on a QoQ basis, but contracted compared to the same period in 2025. • Ex-China Q2 steel production is estimated to have stagnated amid ongoing geopolitical, supply chain and demand-side headwinds. • China’s net steel exports increased by more than 20% QoQ in Q2 as exporters adapted to the licensing regime introduced on 1 January, lifting to a ~120 Mt annualised run rate. • Seaborne iron ore supply was strong in Q2, with fewer seasonal disruptions, lifting shipments by 14 Mt YoY. Supply growth largely came from production increases in West Africa and South America, which offset declines from the Middle East and Canada. • Higher energy costs have lifted the global iron ore cost curve, particularly for marginal suppliers with greater exposure to diesel prices. Aluminium • The Middle East conflict has reduced ex-China aluminium supply, with smelter curtailments contributing to an expected global deficit in 2026. As a result, ex-China inventories have trended towards historically low levels. • The LME aluminium price reached a four-year high in May, driven by supply curtailments that tightened physical metal availability while demand for value-added products remained steady. Physical market tightness was reflected in higher spot market premiums across the US, Japan and Europe. The price has since eased to around $3,150/t, still well above the 2025 average of $2,632/t. This decline in the price is due to an expected recovery in Middle East supply, though restarts remain at a very early stage, and the path back to full production is uncertain. Rio Tinto | Second quarter operations review 3

• China bauxite CIF prices remained supported in Q2 on higher seaborne freight costs. However, FOB margins for Guinean producers came under pressure from higher fuel and royalty costs. Guinean bauxite shipments fell in Q2, before improving at the end of the quarter. • Australian FOB alumina prices remained range-bound in Q2 amid softer alumina demand and higher output in Indonesia and China. Alumina inventories in China remained elevated through the quarter. Lithium • Lithium carbonate prices increased by 13% QoQ, supported by supply disruption concerns in Zimbabwe and China and rapidly expanding Battery Energy Storage Systems (BESS) demand. • Globally, BESS shipments increased 108% YoY in the first five months of 2026, while Electric Vehicle (EV) sales growth was up 1% YoY, as policy support in China and North America continued to unwind. BESS demand currently accounts for around 30% of lithium demand. Index prices Start of Q2 (01/04/26) End of Q2 (30/06/26) % change Start - end Q2 Q1 2026 average Q2 2026 average % change QoQ H1 2026 H1 2025 % change YoY Iron ore ($/dmt CFR China, 61% index)1 108 99 (8) % 104 105 +2 % 105 101 +4 % Iron ore ($/dmt CFR China, 65% index)2 127 115 (9) % 121 122 +1 % 122 113 +8 % Copper (LME spot, c/lb) 557 605 +9 % 583 605 +4 % 593 428 +39 % Aluminium (LME spot, $/t) 3,584 3,106 (13) % 3,199 3,571 +12 % 3,382 2,539 +33 % Lithium carbonate (spot, $/t CIF China, Japan & Korea)3 21,000 19,400 (8) % 19,427 22,043 +13 % 20,714 9,197 +125 % 1 Monthly average Platts (CFR) index for 61% iron fines from 1 January 2026. H1 2025 is the monthly average Platts (CFR) index for 62% iron fines. 2 Fastmarkets Iron ore 65% Fe Brazil-origin fines, CFR Qingdao, $/dmt. 3 Fastmarkets index for Lithium carbonate min 99.5% Li2CO3 battery grade. Average realised prices achieved for our major commodities Units H1 2026 H1 2025 Pilbara iron ore FOB, $/wmt 85.2 83.2 Pilbara iron ore1 FOB, $/dmt 92.6 90.5 IOC pellets FOB, $/wmt 124.9 129.9 Copper2 US c/lb 591 436 Aluminium3 Metal, $/t 4,343 3,125 Lithium carbonate equivalent4 LCE, $/t 18,960 15,580 1 Assumes 8% moisture. Pilbara average realised price excludes the impact of certain joint venture arrangements. Including these, realised prices for H1 2026 would have been $1.1/wmt lower (H1 2025, $0.7/wmt). 2 Average realised price for all units sold. Realised price does not include the impact of provisional pricing adjustments, which positively impacted revenues in H1 2026 by $235 million (H1 2025 positive impact of $266 million). 3 LME plus all-in premiums (product and market). The US Midwest premium adapted to tariff levels in 2025, fully compensating for the 50% tariff after an initial period. Tariff costs are shown on page 8. 4 Realised lithium carbonate equivalent price is calculated as total lithium revenue divided by total lithium carbonate equivalent (LCE) volume sold, and therefore represents a blended average across products and contracts rather than a spot or index reference. A portion of volumes is sold under longer term customer contracts, with realisations recognised on a lagged basis, so realised prices may not move in line with, or over the same period as, movements in the reference index price. Lithium results are consolidated from the date of acquisition of Arcadium Lithium (March 2025); accordingly, the H1 2025 comparative reflects the post-acquisition period only and excludes January and February 2025. Rio Tinto | Second quarter operations review 4

5. Copper Rio Tinto production1 (‘000 tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs H1 2025 Copper Kennecott - Refined metal2 20 -49 % -40 % 54 -34 % Escondida - Metal in concentrates 76 -13 % -1 % 153 -13 % Escondida - Refined metal 20 +36 % +21 % 36 +29 % Oyu Tolgoi - Metal in concentrates 97 +12 % -5 % 198 +31 % Total copper production (consolidated basis1) 213 -7 % -7 % 442 +1 % 1 Includes Oyu Tolgoi and Kennecott on a 100% consolidated basis, and Escondida on an equity share basis. 2 We continue to process third party concentrate to optimise smelter utilisation, including 13 thousand tonnes of cathode produced from purchased concentrate in Q2 2026. Purchased and tolled copper concentrates are excluded from reported production figures and guidance. Sales of cathodes produced from purchased concentrate are included in reported revenues. Kennecott • Q2 / YoY: lower cathode production primarily due to reduced availability of high quality copper concentrate. Ore treated was lower due to mine sequencing adjustments associated with geotechnical management, planned concentrator maintenance in June of 23 days (now complete) and a 3 day safety stand-down in April, following the fatality in Q1, that halted production across the value-chain. • Mine resequencing following preventative geotechnical management activities is nearing completion and is expected to restore full access to planned mining areas during H2 2026. An additional 12 haul trucks have also been returned to service to support higher mining rates and improved production performance. • A flash converting furnace breach in June 2026 resulted in an unplanned outage at the smelter. There were no adverse safety or environmental impacts from the breach. A full rebuild is estimated to take approximately 75 days, from the incident in late June, which will reduce refined copper and gold production in H2 2026. The flash smelting furnace at the smelter will continue to operate, producing matte, a marketable intermediate copper product. Including the copper contained in matte, total copper production estimates are unchanged for the year. Unsold matte will be converted into cathode and contribute to cash flows in 2027. Mining and concentrator operations will continue, with no impact to mined copper production. Escondida • Q2: refined copper production increased primarily due to improved Full Sal1 production. • YoY: concentrate production declined driven mainly by expected lower ore grades from the mine sequence. Refined production increased due to improved performance in both Full Sal and sulphide leaching. Oyu Tolgoi • Q2: planned maintenance at the concentrator impacted production, which was partly offset by higher grades from the underground. The planned maintenance was completed successfully during Q2. • YoY: increase in production driven by the ramp up of underground operations, and a higher combined grade from the open pit and underground. • In June 2026, the Government of Mongolia agreed to commence work on resolution of the Entrée licence transfer for Panel 1. As this remains in progress, we continue to advance Panels 0 and 2 North followed by Panel 2 South. Panel 1 is expected to be the final panel brought into production. Mine plan options will continue to be assessed and optimised as appropriate. • Production ramp-up remains on track to reach an average of around 500 thousand tonnes of copper per year (100% basis and stated as recoverable metal) from 2028 to 20362, inclusive of ongoing sustaining capital expenditure associated with ramp-up activities. 1 Full SaL is a processing technology that allows the extraction of copper using chloride-assisted leaching predominantly for secondary sulphide material. 2 The ~500 thousand tonnes per annum copper production target (stated as recoverable metal) for the Oyu Tolgoi underground and open pit mines for the years 2028 to 2036 was previously reported in a release to the ASX dated 11 July 2023 “Investor site visit to Oyu Tolgoi copper mine, Mongolia”. All material assumptions underpinning that production target and those production profiles continue to apply and have not materially changed. Rio Tinto | Second quarter operations review 5

6. Iron Ore Pilbara operations Rio Tinto share of production (Wet million tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs H1 2025 Pilbara Blend and SP10 Lump1 23.5 +1 % +5 % 45.8 +8 % Pilbara Blend and SP10 Fines1 32.5 -2 % +3 % 63.9 +5 % Robe Valley Lump 1.7 +2 % +11 % 3.3 +1 % Robe Valley Fines 2.4 +7 % +17 % 4.5 +5 % Yandicoogina Fines (HIY) 10.9 -1 % +5 % 21.2 +5 % Total Pilbara production 70.9 0 % +5 % 138.7 +6 % Total Pilbara production (100% basis) 83.5 — % +6 % 162.3 +6 % Rio Tinto share of sales (Wet million tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs H1 2025 Pilbara Blend Lump 17.8 +60 % +19 % 32.8 +57 % Pilbara Blend Fines 33.5 +56 % +21 % 61.3 +52 % Robe Valley Lump 1.5 +8 % +28 % 2.7 +5 % Robe Valley Fines 2.9 +10 % +28 % 5.2 +6 % Yandicoogina Fines (HIY) 11.3 +6 % +33 % 19.8 -1 % SP10 Lump1 2.3 -72 % -16 % 5.1 -69 % SP10 Fines1 2.8 -77 % -24 % 6.6 -72 % Total Pilbara sales2 72.2 +6 % +18 % 133.4 +3 % Total Pilbara sales (100% basis)2 85.3 +7 % +18 % 157.7 +5 % Total Pilbara sales (consolidated basis)2, 3 74.2 +6 % +18 % 137.2 +4 % Production figures are sometimes more precise than the rounded numbers shown, hence small rounding differences may appear. 1 SP10 includes other lower grade products. 2 Sales 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. • Q2 production: stable YoY, supported by improved mine performance following the successful implementation of productivity initiatives targeting equipment and plant operating time. • Q2 sales: up 7% YoY and the highest since 2020 supported by strong system performance and healthy stock levels. SP10 represented 8% of total sales in Q2. ◦ Port outload capacity will reduce to below 360 Mtpa during some quarters in H2 2026, 2027 and 2028 with several scheduled major capital projects underway (including Parker Point reclaimers) to improve system flexibility and prepare for Rhodes Ridge. • Achieved average pricing1 in H1 2026 was $85.2 per wet metric tonne ($83.2 in H1 2025) on an FOB basis (equivalent to $92.6 per dry metric tonne, with an 8% moisture assumption). ◦ This compares to the average H1 Platts 61% iron index price for iron ore fines of $92.0 per dry metric tonne, converted to an FOB basis. • Q2 sales: 10% of sales priced by reference to the prior quarter’s average index lagged by one month: ◦ Remainder sold either on current quarter average, month average or on the spot market. ◦ 27% of sales were made on a free on board (FOB) basis, with remainder sold including freight. • Q2 portside sales in China: 2.9 Mt (7.8 Mt in Q2 2025) ◦ 89% of our portside sales were either screened or blended in Chinese ports. ◦ End-June inventory levels at portside were 6.1 Mt, including 3.4 Mt of Pilbara product. 1 Pilbara average realised price excludes the impact of certain joint venture arrangements. Including these, realised prices for H1 2026 would have been $1.1/wmt lower (H1 2025, $0.7/wmt). Rio Tinto | Second quarter operations review 6

Iron Ore Company of Canada (IOC) Production and sales (Wet million tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs 2025 Pellets and concentrate production (Rio Tinto Share) 1.7 -31 % -15 % 3.7 -22 % Pellets and concentrate production (100%) 2.9 -31 % -15 % 6.4 -22 % Pellets and concentrate sales1 (100%) 3.2 -30 % -4 % 6.5 -19 % 1 Sales includes material shipped from IOC to our portside trading facility in China which may not be sold onwards by the group in the same period. • Q2 production: multi-year program targeting pit and asset health is in implementation, which, for example, improved total material movement by 14% QoQ. • Q2 sales: reduced QoQ due to lower concentrator feed and the ore dumper replacement project, which reduced train unloading capacity into the port. • The full year guidance (15-18 Mt) remains subject to the impact of recent forest fires in Canada. We continue to monitor and evaluate the evolving situation. Simandou Production and sales (Wet million tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs 2025 Fines production (Rio Tinto share)1,2 0.3 NA +16 % 0.6 NA Fines production (100%)1,2 0.7 NA +16 % 1.2 NA Fines sales (100%)3 0.4 NA NA 0.4 NA 1 Simandou production represents ore ready for train loading at the SimFer mine gate. 2 2.3 Mt (100% SimFer) of crushed iron ore (1 Mt, Rio Tinto share) was produced in 2025 and was recorded for the first time in Q4 2025, some of which required reprocessing in 2026. 3 There is a ~2-3 month lag between mine gate production and sales for railing, shipping to China and tertiary crushing. • Q2 production: increased QoQ following the Q1 tragic fatality, with a conservative, phased restart to operations to ensure disciplined application of safety learnings. Production has also been impacted by the reliability of temporary screening and crushing facilities. Delivery of permanent crushing facilities, expected in H2, will support the ramp-up. • Stockpiles: at end of June, 7.6 Mt of uncrushed ore at the mine, which contributes to 9.6 Mt across the entire system, including Guinea port, on ships and in China ports. • Q2 sales: 1.6 Mt (100%) shipped to China during the quarter (H1: 2.2 Mt). The first customer collections were completed in April following tertiary crushing in China, with Q2 sales totalling 0.4 Mt (100%) and achieved Fe at 65.8%. Rio Tinto | Second quarter operations review 7

7. Aluminium & Lithium Aluminium Rio Tinto share of production (‘000 tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs H1 2025 Bauxite 15,200 -3 % +14 % 28,480 -7 % Bauxite third party shipments1 10,614 -6 % +15 % 19,835 -7 % Alumina2 2,002 +10 % -2 % 4,040 +8 % Aluminium 841 0 % +1 % 1,676 0 % Recycled aluminium 70 -5 % +15 % 130 -7 % 1 Sangaredi's third-party bauxite shipments for 2025 and Q1 2026 were restated following a reclassification between internal and third-party shipments. Internal shipments are now reported on a 100% basis, with Rio Tinto's share at 45% in line with the offtake arrangement. This has no impact on total bauxite shipments. A 3% humidity adjustment has also now been incorporated. 2 As stated in our Q1 2026 report, we have included QAL on a 100% basis from 2026. Bauxite • Q2: production recovered from Q1 weather disruption, led by Weipa maximising plant operating time and rate, and Gove achieving higher effective plant utilisation. We expect around half of the 0.9 Mt lost from the Q1 cyclone to be recovered throughout the year, supported by, for example, additional haul capacity at Weipa. Alumina • Q2: production reduced QoQ driven by lower output at Yarwun and Vaudreuil following reliability events at both refineries. • Note for Yarwun: as announced in November 2025, production is set to reduce by 40% starting from October 2026 (~1.2 Mt impact per year). This change, due to tailings constraints, extends Yarwun’s life to 2035. Aluminium • Q2: production increased marginally QoQ with Kitimat, NZAS and AP60 continuing their ramp-up, while the Arvida smelter closed as planned. ◦ Kitimat: ramping up to nameplate capacity with higher water reservoir levels supporting improved hydro power output. ◦ NZAS: at full capacity rates. ◦ Arvida: final two potlines closed in June 2026 as per plan, completing the transition to AP60, which continues to ramp up (as detailed on page 13). Tariffs • Q2: All produced metal was shipped, with sales pricing, product mix and shipping destinations flexed to optimise outcomes in a changing market environment. H1 2025 H2 2025 H1 2026 Total RTA shipments - US destination, kt1 723 630 585 Total RTA tariff cost, $m 321 709 773 Average mid-west premium duty paid2, $/tonne 855 1,731 2,406 Average realised tariff costs - US destination, $/tonne 444 1,126 1,322 1 Including both tariff impacted and exempt products. 2 Mid-west premium duty paid applies to approximately 40% of our total volumes. Recycled aluminium • Q2: higher QoQ production was supported by our productivity program across the business. The -5% YoY movement was driven by the closure of the Canton, Ohio facility in mid 2025 to optimise the portfolio. Recycled volumes continue to reflect the reshaped downstream operating footprint in place since Q2 2025. Rio Tinto | Second quarter operations review 8

Aluminium modelling • To assist with modelling of aluminium operating costs during a volatile price environment for raw materials, we provide the following breakdown and sensitivities for the alumina and aluminium metal segments (Primary Metal and Pacific Aluminium). This excludes the effect of intra and inter segment eliminations on Group profit. Alumina refining Production cash cost (%) FY 25 H1 25 H2 25 H1 26 Bauxite 37 36 37 38 Conversion 33 34 32 30 Caustic 19 19 19 18 Energy 12 11 12 14 Total 100 100 100 100 Input costs (nominal) H1 25 Index price H2 25 Index price H1 26 Index price HY 26 Annual cost sensitivity impact on underlying EBITDA Caustic soda1 ($/t) 445 385 378 $11m per $10/t Natural gas2 ($/mmbtu) 3.69 3.56 3.2 $4m per $0.10/mmbtu Brent oil ($/bbl) 71.8 66.4 92.2 $2m per $10/bbl 1North East Asia FOB | 2Henry Hub Aluminium smelting Production cash cost (%) FY 25 H1 25 H2 25 H1 26 Alumina 47 52 42 38 Power 20 17 22 23 Conversion 18 17 19 20 Carbon 14 12 15 16 Materials 1 0 2 3 Total 100 100 100 100 Input costs (nominal) H1 25 Index price H2 25 Index price H1 26 Index price Inventory flow HY 26 Annual cost sensitivity impact on underlying EBITDA Alumina1 ($/t) 593 433 308 1 - 2 months $65m per $10/t Petroleum coke2 ($/t) 458 472 545 2 - 3 months $11m per $10/t Coal tar pitch3 ($/t) 868 858 900 1 - 2 months $3m per $10/t 1Australia FOB | 2US Gulf FOB | 3North America FOB Rio Tinto | Second quarter operations review 9

Lithium Rio Tinto share of production (‘000 tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 H1 2025 vs H1 2025 Lithium carbonate 13.9 +22 % +12 % 26.2 15.5 +69 % Lithium hydroxide 5.3 — % -4 % 10.9 7.2 +50 % Spodumene — NA NA — 9.1 NA Other specialities (LCE) 1.1 -21 % +38 % 1.8 1.6 +14 % Total lithium carbonate equivalent (LCE) production1,2 14.6 +20 % +15 % 27.3 17.8 +53 % 1 The lithium value chain is vertically integrated and as a result production volumes are not additive. Lithium Carbonate Equivalent (LCE) is derived from volumes of lithium carbonate, lithium chloride, and spodumene concentrate. These compounds are used as feedstock in downstream production. 2 H1 2025 represents production since March following completion of the Arcadium acquisition. Q1 2025 LCE production was 5.6kt (6.5kt on a 100% basis); LCE shipments were 3.8kt (5.0kt on a 100% basis). • Q2: strong performance. ◦ Fénix 1B: first production in Q2, ahead of plan. ◦ Sal de Vida: first production in Q2 ahead of plan, commissioning on track. ◦ Rincón starter plant: continued to ramp up, delivering 385t in Q2, as we focused on reactor stability. • YTD: down by 7% YoY primarily reflecting that Mt Cattlin was in operation in Q1 2025 (in care and maintenance since end of March 2025). Lithium modelling • To assist with modelling of lithium operating costs, we are providing the following breakdown and sensitivities for our lithium carbonate and hydroxide processing (covering downstream conversion to hydroxide). This excludes the effect of intra and inter segment eliminations on group profit. Upstream lithium carbonate & chloride1 Production cash cost (%) FY 25 H1 26 Reagents (soda ash, lime) 42 35 Conversion (labour, maintenance, contractors) 29 35 Brine extraction & evaporation (DLE, pumping, ponds) 19 16 Energy (gas, diesel, power) 10 12 Other materials & consumables 1 2 Total 100 100 Downstream lithium hydroxide Production cash cost (%) FY 25 H1 26 Lithium carbonate feedstock2 64 69 Conversion (labour, maintenance, contractors) 31 26 Energy, reagents and other materials & consumables 5 5 Total3 100 100 1 Upstream cost % include assets in production ramp-up during the period (Sal de Vida, Rincon and Fénix 1B), and are yet to be representative of steady- state operating costs. ² Downstream cost % reflects the total internal cost of the lithium carbonate feedstock consumed, consistent with the vertically integrated nature of the value chain. ³ Certain lithium input costs flow through the income statement on a lag as material moves through inventory — typically three months, longer in some cases — so movements in input prices may not be fully reflected in the period in which they occur. Rio Tinto | Second quarter operations review 10

8. Borates and TiO2 Rio Tinto share of production (’000 tonnes) Q2 2026 vs Q2 2025 vs Q1 2026 H1 2026 vs H1 2025 Borates - B2O3 content 137 +4 % +7 % 265 +6 % Titanium dioxide slag - TiO2 227 -15 % +4 % 445 -9 % We are advancing our strategic reviews and are actively testing the market for our Borates business and evaluating options for Rio Tinto Iron & Titanium. Borates • Q2: achieved strong production supported by continued robust market conditions. Iron & Titanium • Q2: continued to align production with market demand, operating six (of nine) furnaces in Quebec and three (of four) furnaces at Richards Bay Minerals. Rio Tinto | Second quarter operations review 11

9. Capital Projects Project Total capital cost (100% unless otherwise stated) Status/Milestones Copper Project: Kennecott open pit extension Location: Utah, United States Ownership: Rio Tinto (100%) Approval: 2019 To note: The project scope includes mine stripping activities and some infrastructure development, including tailings facility expansion. The project will allow mining to continue into a new area of the orebody between 2026 and 2032. $1.8bn • Stripping will continue through 2027 with sustainable ore production from the second phase of the pushback expected to be reached in H2 2027. Project: Kennecott North Rim Skarn (NRS) underground development1 Location: Utah, United States Ownership: Rio Tinto (100%) Capacity: around 250 kt through to 20332 Approval: June 2023 First production: Achieved Q4 2025 To note: Original approval for $0.5bn with a further $0.1bn approved in December 2024 for additional infrastructure and geotechnical controls. $0.6bn • Underground production was impacted by the safety stand-down, geotechnical remediation following a rockfall and maintenance constraints. This resulted in lower development and ore movement than planned in Q2. Iron ore Project: Brockman (Brockman Syncline 1) Location: WA, Australia Ownership: 100% Capacity: 34 Mtpa Approval: March 2025 Planned first production: 2027 To note: The project is to extend the life of the Brockman regions in WA. $1.8bn • Bulk earthworks progressed, with critical path items advancing and key areas handed over to the structural/mechanical construction contractor. • First production remains on track for 2027. Project: Hope Downs 2 (incl. Bedded Hilltop) Location: WA, Australia Ownership: Rio Tinto (50%) and Hancock Prospecting (50%) Capacity: 31 Mtpa Approval: June 2025 Planned first production: 2027 To note: The project is to extend the life of the Hope Downs 1 operation in WA. $0.8bn (Rio Tinto share) • Construction remains ahead of plan, with strong progress across civil works, haul roads and non-process infrastructure. • Key infrastructure nearing completion (due in July 2026), including Hope Downs 2 Satellite Facility. • Road train operations continue to ramp up following commissioning in February. • First production from haulage remains on track for 2027. Project: West Angelas Sustaining Location: WA, Australia Ownership: Rio Tinto (53%), Mitsui Iron Ore (33%) and Nippon Steel (14%) Capacity: 35 Mtpa Approval: October 2025 Planned first production: 2027 To note: The project is to extend the life of the West Angelas hub in WA. $0.4bn (Rio Tinto share) • Construction activities progressed in line with plan. • First production remains on track for 2027. Rio Tinto | Second quarter operations review 12

Project Total capital cost (100% unless otherwise stated) Status/Milestones Iron ore Project: Simandou Location: Guinea, Africa SimFer mine ownership: SimFer (85%), Government of Guinea (GoG) (15%) SimFer mine capacity: 60 Mtpa3 (27 Mtpa RT share) Approval: July 2024 Start date: first shipment in December 2025 To note: Investment in the Simandou high-grade iron ore project in Guinea in partnership with CIOH, a Chinalco-led consortium (the SimFer joint venture) and co-development of the rail and port infrastructure with Winning Consortium Simandou4 (WCS), Baowu and the Republic of Guinea (the partners) for the export of up to 120 Mtpa of iron ore mined by SimFer's and WCS's respective mining concessions.5 The SimFer joint venture6 will develop, own and operate a 60 Mtpa3 mine in blocks 3 & 4. WCS will construct the project's ~536 kilometre shared dual track main line, a 16 kilometre spur connecting its mine to the mainline as well as the WCS barge port, while SimFer will construct the ~70 kilometre spur line, connecting its mining concession to the main rail line, and the transhipment vessel (TSV) port. $6.2bn (Rio Tinto share) • Ore continues being railed from the SimFer mine to the main rail line via the SimFer rail spur and shipped through the WCS port while construction of the SimFer port is finalised. Commissioning of key infrastructure remains targeted through 2026, supporting ramp up toward full production rates during H2 2028. • Non-managed infrastructure – our partners confirm that construction is progressing well and is on track. • SimFer mine is progressing to plan, with ~77% completed - bulk earthworks and permanent facilities construction continue, with critical systems nearing completion and first ore through the primary crusher expected in Q4 2026, aligned with plan. • SimFer rail infrastructure sees an expanding locomotive fleet supporting ramp-up of operations. • SimFer port and marine infrastructure continue to progress to plan, with 85% completed - fabrication and assembly of trans-shipment vessels advancing and commissioning activities building toward operational readiness. SimFer port commissioning is expected in Q1 2027. • Workforce across all the SimFer scope of mine, rail and port is 19,460 with 76% Guinean participation. Aluminium Project: Low-carbon AP60 aluminium smelter Location: Quebec, Canada Ownership: Rio Tinto (100%) Capacity: Project will add 96 new AP60 pots, increasing AP60 capacity by 160,000 tonnes of primary aluminium per annum Approval: June 2023 Start date: First hot metal achieved in March 2026. To note: The investment includes up to $113 million of financial support from the Quebec government. This new capacity is expected to be in addition to 30,000 tonnes of new recycling capacity at Arvida, which has been rescheduled to open in Q4 2026. $1.5bn • Commissioning commenced in May 2026, with system handovers continuing through staged verification to support the plant commissioning. • Construction progressing toward completion, with works largely concentrated in remaining brownfield and replacement areas, overall progress (~97%) nearing finalisation. • The smelter is expected to be fully ramped up as planned by the end of 2026. Lithium Project: Rincon expansion Location: Salta province, Argentina Ownership: Rio Tinto (100%) Capacity: 60ktpa (battery grade lithium carbonate) Approval: December 2024 Planned first production: 2028 with three-year ramp-up to full capacity To note: Project consists of the 3ktpa starter plant and 57ktpa expansion program. The mine is expected to have a 40-year7 life and operate in the first quartile of the cost curve. $2.5bn • Construction of full scale plant is progressing across key areas, including camp, utilities and pipelines, with works advancing toward planned development milestones. • The project remains in early execution, with initial construction focused on site establishment, enabling works and supporting infrastructure for future expansion. Rio Tinto | Second quarter operations review 13

Project Total capital cost (100% unless otherwise stated) Status/Milestones Lithium Project: Fénix expansion (1B) Location: Catamarca province, Argentina Ownership: Rio Tinto (100%) Capacity: 10ktpa LCE (battery grade lithium carbonate) First production: achieved in Q2 2026 To note: product is carbonate, chloride $0.7bn • First production achieved in Q2, ahead of plan. • Plant remains in commissioning phase. Project: Sal de Vida Location: Catamarca province, Argentina Ownership: Rio Tinto (100%) Capacity: 15ktpa LCE First production: achieved in Q2 2026 To note: product is carbonate $0.7bn • First production achieved in Q2, ahead of plan. • Plant remains in commissioning phase. Project: Nemaska Lithium Location: Quebec, Canada Ownership: Following the respective equity investments made by Rio Tinto and the Government of Québec, through Investissement Québec, in Nemaska Lithium since March 2025, Rio Tinto now holds a 53.9% stake in Nemaska Lithium, while the Government of Québec holds 46.1% of the company. Capacity: 28ktpa LCE (100%) First production: planned in 2028 To note: product is integrated lithium hydroxide. $1.1bn (Rio Tinto share) • Following the in-depth review of the Bécancour project, a decision to slow the pace of construction during 2026 was made in Q1. • Some activities at the Bécancour site continue (asset preservation, maintaining site integrity) during the optimisation period, while others have been paused or deferred, with a temporary reduction in contractor workforce levels. • We remain committed to the Bécancour project. Engineering for the Bécancour facility has been completed and construction is now more than 70% advanced. • Whabouchi and Galaxy mines: we are continuing a strategic business and capital discipline review with our partners in Canada to decide which of the two mines we will develop. We now expect to make a decision in H2 2026 (previously H1), to ensure an integrated solution for spodumene supply to Bécancour is available by 2028. Iron & Titanium Project: Zulti South Location: Richards Bay, South Africa Ownership: Rio Tinto (74%), Blue Horizon Investments (24%) and Employee Share Participation Trust (ESPS) (2%) Capacity: Extend mine life to 2050 Approval: March 2026 Planned first production: Q4 2028 To note: Construction commenced in H1 2026 and will take 30 months to be completed with initial commercial production expected in Q4 2028. This first phase will support Richards Bay Mineral’s (RBM’s) supply of zircon and ilmenite, while the second phase will follow as part of the long-term development strategy. $0.35bn (Rio Tinto share) • Early construction and site establishment are progressing, with mobilisation underway and enabling works advancing. Engineering and procurement continue in parallel, with fabrication of long lead mechanical equipment commencing in China. 1. The NRS Mineral Resources and Ore Reserves, together with the Lower Commercial Skarn (LCS) Mineral Resources and Ore Reserves, form the Underground Skarns Mineral Resources and Ore Reserves. 2. The 250 thousand tonne copper production target for the Kennecott underground mines over the years 2023 to 2033 was previously reported in a release to the Australian Securities Exchange (ASX) dated 20 June 2023 "Rio Tinto invests to strengthen copper supply in US”. All material assumptions underpinning that production target continue to apply and have not materially changed. 3. The estimated annualised capacity of approximately 60 million dry tonnes per annum iron ore for the Simandou life of mine schedule was previously reported in a release to the Australian Securities Exchange (ASX) dated 6 December 2023 titled “Investor Seminar 2023”. Rio Tinto confirms that all material assumptions underpinning that production target continue to apply and have not materially changed. 4. WCS is the holder of Simandou North Blocks 1 & 2 (with the Government of Guinea holding a 15% interest in the mining vehicle and WCS holding 85%) and associated infrastructure. WCS was originally held by WCS Holdings, a consortium of Singaporean company, Winning International Group (50%) and Weiqiao Aluminium (part of the China Hongqiao Group) (50%). On 19 June 2024, Baowu Resources completed the acquisition of a 49% share of WCS mine and infrastructure projects with WCS Holdings holding the remaining 51%. In the case of the mine, Baowu also has an option to increase to 51% during operations. During construction, SimFer will hold 34% of the shares in the WCS infrastructure entities with WCS holding the remaining 66%. Rio Tinto | Second quarter operations review 14

5. WCS holds the mining concession for Blocks 1 & 2, while SimFer holds the mining concession for Blocks 3 & 4. SimFer and WCS will independently develop their mines. 6. SimFer Jersey Limited is a joint venture between the Rio Tinto Group (53%) and Chalco Iron Ore Holdings Ltd (CIOH) (47%), a Chinalco-led joint venture of leading Chinese SOEs (Chinalco (75%), Baowu (20%), China Rail Construction Corporation (2.5%) and China Harbour Engineering Company (2.5%)). SimFer S.A. is the holder of the mining concession covering Simandou Blocks 3 & 4, and is owned by the Guinean State (15%) and SimFer Jersey Limited (85%). SimFer Infraco Guinée S.A. will deliver SimFer’s scope of the co-developed rail and port infrastructure, and is co-owned by SimFer Jersey (85%) and the Guinean State (15%). SimFer Jersey will ultimately own 42.5% of La Compagnie du Transguinéen, which will own and operate the co-developed infrastructure during operations. 7. The production target of approximately 53 kt of battery grade lithium carbonate per year for a period of 40 years was previously reported in a release to the ASX dated 4 December 2024 titled “Rincon Project Mineral Resources and Ore Reserves: Table 1”. Rio Tinto confirms that all material assumptions underpinning that production target continue to apply and have not materially changed. Plans are in place to build for a capacity of 60 kt of battery grade lithium carbonate per year with debottlenecking and improvement programs scheduled to unlock this additional throughput. Capacity of 60ktpa is comprised of 3ktpa starter plant, 50ktpa full scale plant and 7ktpa additional optimisation. Rio Tinto | Second quarter operations review 15

10. Future Projects Project Status Copper: Resolution Location: Arizona, US Ownership: Rio Tinto (55%), BHP (45%) To note: proposed underground copper mine in the Copper Triangle, in Arizona. • Following completion of the congressionally mandated land exchange in March, project development continued to advance permitting, enabling works, data gathering and technical studies. • Commenced initial underground development, including expansion of the existing mining station at ~6,800 feet below ground, representing an important step toward future access to the orebody. • Commenced surface drilling in newly accessible areas following the land exchange, with underground drilling scheduled to commence in Q3 to support further resource definition and geological data collection. • Progressed key land exchange commitments, including mitigation, monitoring and engagement measures and ongoing collaboration with Native American Tribes, local communities and regulators. A long-term water agreement with the Town of Superior was approved including a commitment of more than $20 million to help protect and enhance the community’s water future. Copper: Winu Location: WA, Australia Ownership: Rio Tinto (70%), Sumitomo Metal Mining (SMM) (30%) To note: In late 2017, we discovered copper-gold mineralisation at the Winu project (Paterson Province in Western Australia). In 2021, we reported our first Indicated Mineral Resource. The pathway remains subject to regulatory and other required approvals. Project Agreement negotiations with Nyangumarta and the Martu Traditional Owner Groups remain our priority. • The feasibility study is progressing and is on track for completion by end-2026. • Engagement with the Western Australia EPA is ongoing to finalise the Environmental Review Document for publication. • The project is focused on concluding agreements with the Nyangumarta and Martu Traditional Owner groups during 2026. • The project is progressing towards declaring an Ore Reserve, contingent on the completion and validation of all relevant modifying factors. Copper: La Granja Location: Cajamarca, Peru Ownership: Rio Tinto (45%), First Quantum Minerals (55%) To note: In August 2023, we completed a transaction to form a joint venture with First Quantum Minerals (FQM) that will work to unlock the development of the La Granja project, one of the largest undeveloped copper deposits in the world, with potential to be a large, long-life operation. FQM acquired its stake for $105m. It will invest up to a further $546m into the joint venture to sole fund capital and operational costs to take the project through a feasibility study and toward development. • An updated technical report was published by the operator, First Quantum, in May 2026 outlining a materially updated Mineral Resource estimate1. The project now hosts 4.8Bt @ 0.48% Cu Measured & Indicated for 23.0Mt contained copper, plus 5.2Bt @ 0.40% Cu Inferred for another 20.7Mt Cu. • Further project development is focused on advancing the permitting process. Key priorities include the progression of baseline environmental and social studies, continued stakeholder engagement, and preparation for the Detailed Environmental Impact Assessment, which is scheduled to commence in 2026. Iron Ore: Rhodes Ridge Location: WA, Australia Ownership: Rio Tinto (50%), Mitsui & Co. (40%), AMB Holdings Pty Ltd (10%)2 Capacity: 40 to 50 Mtpa First ore: end of decade To note: The Rhodes Ridge Joint Venture has approved a feasibility study to progress development of the first phase of the Rhodes Ridge project. The feasibility study will assess development of an operation with initial annual production capacity of 40 to 50 Mtpa. This study commenced in Q1 2026 as planned, and is expected to conclude in 2029. The development will use Rio Tinto’s rail, port and power infrastructure. Following completion of the pre-feasibility study and with the environmental referral planned, we aim to progress toward reporting an initial Ore Reserve for Rhodes Ridge in 2026, contingent on continued review of all relevant modifying factors. • The feasibility study remains on track to be completed in 2029 subject to relevant approvals. Rio Tinto | Second quarter operations review 16

Project Status Aluminium: Arctial partnership Location: Finland To note: Partnership agreement formed in 2025 with the Swedish investment company Vargas, Mitsubishi Corporation and other international and local industry partners to study a low carbon aluminium greenfield opportunity in Finland. As the strategic industrial partner, Rio Tinto will provide the Arctial partnership with access to its proven industry-leading AP60 technology and assist in what would be the first AP60 deployment in an aluminium smelter outside Quebec, Canada. • The EIA was submitted in May 2026 and public hearings have commenced. Upon completion of the pre-feasibility study, the JV partners have decided to proceed with more detailed technical, commercial and financial planning. Lithium: Argentina • Developing the blueprint in 2026 for two future hubs, targeting $30/kg capital intensity with a 30-month timeline for development and <$5/kg C1 operating costs. Lithium: Atacama region, Chile To note: Binding agreement to form a joint venture (JV) with Codelco to develop and operate the high-grade Salar de Maricunga project. Binding agreement with ENAMI to form a JV to develop the Salares Altoandinos project. • Expected agreement closure now expected in 2027 (for both Maricunga and Altoandinos), subject to receipt of all applicable regulatory approvals and satisfaction of other customary closing conditions. 1 The La Granja Mineral Resource estimate is sourced from First Quantum Minerals Ltd. Quote from the First Quantum release: “the Report was prepared in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) with an effective date of December 31, 2025.” 2 Mitsui holds its 40% interest through an entity named SPC Blue Pty Ltd and AMB holds its 10% interest through Rhodes Ridge Mining (No 1) Pty Ltd, a wholly owned subsidiary of Wright Prospecting Pty Ltd, that is managed and controlled by AMB. Rio Tinto | Second quarter operations review 17

11. Exploration and evaluation Commodities Advanced projects Greenfield/ Brownfield programs QoQ change Copper Nuevo Cobre, Chile Comita, Colombia Greenfield: Angola, Australia, Canada, Chile, China, Colombia, Kazakhstan, Laos, Peru, Papua New Guinea, Serbia1, Türkiye1, USA and Zambia Türkiye added Iron Ore Pilbara, Australia Greenfield and Brownfield: Pilbara, Australia NA Bauxite Greenfield: Australia NA Lithium Greenfield: Australia and Rwanda NA Other Chiri, Angola (diamonds) Kasiya1, Malawi (titanium) NA 1 Non-operated. • Overall, Rio Tinto has a strong portfolio of exploration projects with activity in 16 countries across six commodities. We continue to sharpen and focus and simplify the portfolio. Rio Tinto | Second quarter operations review 18

12. Second quarter public releases 8 April 2026 | Bolobedu solar power plant reaches commissioning 16 April 2026 | Rio Tinto advances Kitimat operations with new conveyor commissioning 21 April 2026 | Rio Tinto releases first quarter 2026 production results 21 April 2026 | Rio Tinto donates A$1.5 million to support Qld and NT communities impacted by Severe Tropical Cyclone Narelle and recent widespread flooding 23 April 2026 | Rio Tinto donates A$1.5m to WA Department of Fire and Emergency Services to help with Severe Tropical Cyclone Narelle recovery 24 April 2026 | Rio Tinto’s Argyle Pink Diamonds™ and West Australian Ballet announce 2026 Rare Gem recipient 28 April 2026 | Rio Tinto's A$100m boost for essential service worker housing in the Pilbara 29 April 2026 | Clontarf and Rio Tinto extend 18-year partnership supporting young Aboriginal and Torres Strait Islander men 5 May 2026 | Sodexo awarded contract to manage Rio Tinto's Pilbara facilities 11 May 2026 | Yindjibarndi Energy Corporation reaches Financial Close on Jinbi Solar Project; signs Power Purchase Agreement with Rio Tinto 14 May 2026 | Rio Tinto appoints new Chief Legal Officer 20 May 2026 | Rio Tinto ships 8 billionth tonne of iron ore from the Pilbara 26 May 2026 | Richards Bay Minerals announces leadership change 29 May 2026 | Rio Tinto commissions $1.5 billion AP60 smelter expansion in Quebec 9 June 2026 | Rio Tinto Canada Fund boosts community investment to C$13 million to better meet the needs of Canadians 12 June 2026 | China Baowu and Rio Tinto complete Pilbara Blend iron ore pelletisation and direct reduction trials 23 June 2026 | BHP, Rio Tinto and Caterpillar launch battery-electric haul truck trial in the Pilbara 30 June 2026 | Rio Tinto and Government of Mongolia agree to adjust Oyu Tolgoi shareholder loan interest rate Rio Tinto | Second quarter operations review 19

Contacts Please direct all enquiries to media.enquiries@riotinto.com Media Relations, United Kingdom Matthew Klar M +44 7796 630 637 David Outhwaite M +44 7787 597 493 Media Relations, Australia Matt Chambers M +61 433 525 739 Alyesha Anderson M +61 434 868 118 Rachel Pupazzoni M +61 438 875 469 Bruce Tobin M +61 419 103 454 Media Relations, Canada Malika Cherry M +1 418 592 7293 Vanessa Damha M +1 514 715 2152 Media Relations, US & Latin America Jesse Riseborough M +1 202 394 9480 Investor Relations, United Kingdom Rachel Arellano M +44 7584 609 644 David Ovington M +44 7920 010 978 Laura Brooks M +44 7826 942 797 Weiwei Hu M +44 7825 907 230 Investor Relations, Australia Tom Gallop M +61 439 353 948 Eddie Gan-Och M +61 477 599 714 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 43, 120 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 Matthew Whyte, Rio Tinto’s Group Company Secretary. riotinto.com UK LEI: 213800YOEO5OQ72G2R82 AU LEI: 529900X2VMAQT2PE0V24 Classification: 3.1 Additional regulated information required to be disclosed under the laws of a Member State 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 report, including, without limitation, those regarding Rio Tinto’s financial position, production guidance, 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), are forward-looking statements. The words “intend”, “aim”, “project”, “anticipate”, “estimate”, “plan”, “believes”, “expects”, “may”, “should”, “will”, “target”, “set to” or similar expressions, commonly identify such forward-looking statement. 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. A discussion of the important factors that could cause Rio Tinto’s actual results, performance or achievements to differ materially from those in the forward-looking statements can be found 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. Forward-looking statements should, therefore, be construed in light of the risk factors discussed in such documents, and undue reliance should not be placed on forward-looking statements. These forward-looking statements speak only as of the date of this report. 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. Past performance cannot be relied on as a guide to future performance. Rio Tinto | Second quarter operations review 20

Rio Tinto production summary Rio Tinto share of production Quarter Half Year % change Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 2025 H1 2026 H1 Q2 26 vs Q2 25 Q2 26 vs Q1 26 H1 2026 vs H1 2025 Principal commodities Alumina ('000 t) 1,815 1,888 1,969 2,038 2,002 3,735 4,040 +10 % -2 % +8 % Aluminium (Primary) ('000 t) 842 857 852 835 841 1,671 1,676 0 % +1 % 0 % Bauxite ('000 t) 15,644 16,392 15,397 13,281 15,200 30,610 28,480 -3 % +14 % -7 % Borates ('000 t) 132 128 124 128 137 249 265 +4 % +7 % +6 % Copper (consolidated) ('000 t) 229 204 240 229 213 438 442 -7 % -7 % +1 % Iron Ore (a) ('000 t) 73,548 74,168 80,515 70,045 72,949 135,956 142,994 -1 % +4 % +5 % Lithium carbonate equivalent (LCE) (b) ('000 t) 12.2 12.5 15.4 12.7 14.6 17.8 27.3 +20 % +15 % +53 % Titanium dioxide slag ('000 t) 269 261 222 218 227 491 445 -15 % +4 % -9 % Other Metals & Minerals Diamonds ('000 cts) 1,238 1,137 1,112 1,041 33 2,179 1,074 -97 % -97 % -51 % Gold - mined ('000 oz) 112.9 120.8 151.9 133.3 116.3 191.6 249.5 +3 % -13 % +30 % Gold - refined ('000 oz) 32.1 19.4 31.3 37.9 21.5 66.0 59.4 -33 % -43 % -10 % Molybdenum ('000 t) 1.1 1.3 1.7 2.5 1.5 2.2 4.0 +30 % -42 % +84 % Salt ('000 t) 1,375 1,197 1,342 951 1,176 2,211 2,127 -15 % +24 % -4 % Silver - mined ('000 oz) 1,474 1,233 1,650 1,777 1,336 2,632 3,113 -9 % -25 % +18 % Silver - refined ('000 oz) 509 254 439 632 327 1,145 958 -36 % -48 % -16 % 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. (a) Iron Ore production for Pilbara operations and Iron Ore Company of Canada refers to saleable production (after crushing, screening and beneficiation). For Simandou, it represents ore ready for train loading at the SimFer mine gate: final (tertiary) crushing of Simandou ore takes place in China. There is a ~2-3 month lag between mine gate production and sales for railing, shipping to China and tertiary crushing. (b) H1 2025 represents production since March following completion of the Arcadium acquisition. Q1 2025 LCE production was 5.6kt (6.5kt on a 100% basis); LCE shipments were 3.8kt (5.0kt on a 100% basis). Rio Tinto | Second quarter operations review 21

Rio Tinto share of production Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 ALUMINA Production ('000 tonnes) Jonquière (Vaudreuil) 100 % 340 323 351 349 322 695 671 Jonquière (Vaudreuil) specialty Alumina plant 100 % 30 26 29 28 28 55 56 Queensland Alumina 80 % 699 697 710 839 859 1,384 1,698 São Luis (Alumar) 10 % 93 98 98 98 97 183 195 Yarwun 100 % 653 743 781 724 695 1,418 1,419 Rio Tinto total alumina production 1,815 1,888 1,969 2,038 2,002 3,735 4,040 ALUMINIUM Primary production ('000 tonnes) Australia - Bell Bay 100 % 48 49 48 47 47 94 94 Australia - Boyne Island 74 % 92 94 93 91 92 184 183 Australia - Tomago 52 % 73 75 76 73 74 145 146 Canada - six wholly owned 100 % 392 397 386 378 379 779 757 Canada - Alouette (Sept-Îles) 40 % 62 60 63 63 63 124 127 Canada - Bécancour 25 % 30 30 30 29 29 58 59 Iceland - ISAL (Reykjavik) 100 % 51 51 52 52 53 99 104 New Zealand - Tiwai Point 100 % 75 82 83 82 83 149 165 Oman - Sohar 20 % 20 20 20 20 20 40 40 Rio Tinto total primary aluminium production 842 857 852 835 841 1,671 1,676 Recycled production ('000 tonnes) Matalco 50 % 74 68 62 61 70 140 130 Rio Tinto total recycled aluminium production 74 68 62 61 70 140 130 BAUXITE Production ('000 tonnes) (a) Gove 100 % 3,303 3,244 3,040 3,109 3,229 6,444 6,338 Porto Trombetas 22 % 676 690 659 523 578 1,194 1,101 Sangaredi (b) 2,028 1,671 1,676 1,746 1,986 4,318 3,732 Weipa 100 % 9,637 10,788 10,021 7,903 9,407 18,654 17,309 Rio Tinto total bauxite production 15,644 16,392 15,397 13,281 15,200 30,610 28,480 (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 review 22

Rio Tinto share of production Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 BORATES Production ('000 tonnes B2O3 content) Rio Tinto Borates - borates 100 % 132 128 124 128 137 249 265 COPPER Mine production ('000 tonnes) (a) Bingham Canyon 100 % 40.7 18.5 38.4 34.7 20.2 68.3 54.9 Escondida 30 % 96.4 96.7 89.9 88.7 84.2 195.1 173.0 Oyu Tolgoi 66 % 57.3 58.9 68.6 67.1 63.9 100.3 131.0 Rio Tinto total mine production 194.4 174.1 196.9 190.5 168.3 363.7 358.8 Refined production ('000 tonnes) Escondida 30 % 14.6 14.0 14.0 16.4 19.9 28.2 36.4 Kennecott (b) 100 % 39.8 13.0 38.4 34.0 20.4 82.2 54.4 Rio Tinto total refined production 54.4 27.0 52.4 50.5 40.3 110.3 90.7 Copper production – consolidated basis (‘000 tonnes) Kennecott (b) - Production of refined metal 39.8 13.0 38.4 34.0 20.4 82.2 54.4 Escondida - Mill production (metal in concentrates) (c) 87.3 88.3 83.9 76.5 76.0 176.0 152.6 Escondida - Refined production from leach plants 14.6 14.0 14.0 16.4 19.9 28.2 36.4 Oyu Tolgoi - Metal in concentrates 86.8 89.2 103.9 101.6 96.9 152.0 198.5 Rio Tinto total production - consolidated basis 228.5 204.4 240.3 228.6 213.2 438.3 441.8 (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) We continue to process third party concentrate to optimise smelter utilisation, including 13 thousand tonnes of cathode produced from purchased concentrate in Q2 2026. Purchased and tolled copper concentrates are excluded from reported production figures and guidance. Sales of cathodes produced from purchased concentrate are included in reported revenues. (c) Mill production was previously reported together with recoverable copper in ore stacked for leaching as mined production. Rio Tinto | Second quarter operations review 23

Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 DIAMONDS Production ('000 carats) Diavik 100 % 1,238 1,137 1,112 1,041 33 2,179 1,074 GOLD Metal in concentrates production ('000 ounces) (a) Bingham Canyon 100 % 36.5 19.0 37.6 36.3 20.4 61.2 56.6 Escondida 30 % 12.1 10.6 9.6 15.7 11.9 25.4 27.7 Oyu Tolgoi 66 % 64.4 91.2 104.7 81.2 84.0 105.0 165.2 Rio Tinto total mine production 112.9 120.8 151.9 133.3 116.3 191.6 249.5 Refined production ('000 ounces) Kennecott (b) 100 % 32.1 19.4 31.3 37.9 21.5 66.0 59.4 (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) We continue to process third party concentrate to optimise smelter utilisation, including 13 thousand tonnes of cathode produced from purchased concentrate in Q2 2026. Purchased and tolled copper concentrates are excluded from reported production figures and guidance. Sales of cathodes produced from purchased concentrate are included in reported revenues. Rio Tinto | Second quarter operations review 24

Rio Tinto share of production Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 IRON ORE Production ('000 tonnes) (a) Hamersley mines (b) 57,422 58,574 63,972 55,828 57,369 107,059 113,197 Hope Downs 50 % 5,206 4,742 4,819 4,074 4,607 8,814 8,681 Iron Ore Company of Canada 59 % 2,488 2,348 2,187 2,023 1,714 4,805 3,737 Robe River - Pannawonica (Mesas J and A) 53 % 3,960 3,588 4,077 3,618 4,145 7,498 7,763 Robe River - West Angelas 53 % 4,472 4,917 4,436 4,246 4,817 7,780 9,062 Simandou 45% (g) 0 0 1,023 257 297 0 554 Rio Tinto iron ore production ('000 tonnes) (a) 73,548 74,168 80,515 70,045 72,949 135,956 142,994 Breakdown of Production: Pilbara Blend and SP10 Lump (c) 23,186 24,003 25,557 22,326 23,487 42,571 45,812 Pilbara Blend and SP10 Fines (c) 32,970 33,357 35,974 31,468 32,455 60,830 63,924 Robe Valley Lump 1,679 1,663 1,672 1,539 1,714 3,216 3,253 Robe Valley Fines 2,280 1,924 2,405 2,079 2,431 4,282 4,510 Yandicoogina Fines (HIY) 10,944 10,873 11,697 10,354 10,850 20,253 21,204 Pilbara iron ore production ('000 tonnes) 71,060 71,820 77,305 67,766 70,937 131,151 138,703 IOC Concentrate 1,179 936 785 1,010 442 2,127 1,452 IOC Pellets 1,309 1,411 1,402 1,013 1,272 2,678 2,285 IOC iron ore production ('000 tonnes) 2,488 2,348 2,187 2,023 1,714 4,805 3,737 Simandou iron ore production ('000 tonnes) (f) 45% (g) 0 0 1,023 257 297 0 554 Sales (‘000 tonnes) Breakdown of Sales: Pilbara Blend Lump 11,159 17,668 19,081 14,976 17,832 20,933 32,808 Pilbara Blend Fines 21,520 33,353 34,602 27,792 33,501 40,345 61,293 Robe Valley Lump 1,385 1,330 1,371 1,173 1,503 2,544 2,676 Robe Valley Fines 2,638 2,233 2,615 2,276 2,909 4,870 5,184 Yandicoogina Fines (HIY) 10,636 10,764 12,421 8,485 11,284 19,986 19,768 SP10 Lump (c) 8,324 2,938 3,637 2,744 2,314 16,441 5,058 SP10 Fines (c) 12,459 3,155 4,975 3,740 2,831 23,864 6,571 Pilbara iron ore sales ('000 tonnes) (d) 68,120 71,441 78,702 61,186 72,173 128,982 133,359 Pilbara iron ore sales - consolidated basis ('000 tonnes) (d) (e) 69,985 73,431 80,586 62,998 74,197 132,523 137,195 IOC Concentrate 1,276 1,056 837 676 653 1,922 1,329 IOC Pellets 1,382 1,306 1,376 1,258 1,203 2,737 2,461 IOC Iron ore sales ('000 tonnes) (d) 2,658 2,363 2,212 1,934 1,856 4,659 3,790 Simandou iron ore sales (‘000 tonnes) (h) 45% (g) 0 0 0 0 190 0 190 (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. Iron Ore production for Pilbara operations and Iron Ore Company of Canada refers to saleable production (after crushing, screening and beneficiation). For Simandou, it represents ore ready for train loading at the SimFer mine gate: final (tertiary) crushing of Simandou ore takes place in China There is a ~2-3 month lag between mine gate production and sales; this accounts for time for railing of ore to the port in Guinea, shipping to China and tertiary crushing in China. (b) Includes 100% of production from Paraburdoo, Mt Tom Price, Western Turner Syncline, Marandoo, Yandicoogina, Brockman, Nammuldi, Silvergrass, Channar, Gudai-Darri, Eastern Range and Western Range mines. Whilst Rio Tinto owns 54% of the Eastern Range and the Western Range mines, 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) SP10 includes other lower grade products. (d) Sales includes material shipped to our portside trading facility in China which may not be sold onwards in the same period. (e) 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. (f) Simandou production represents ore at the SimFer mine gate before train loading. Final crushing is undertaken in China, hence, Simandou mine gate production is not considered to be saleable production. (g) Represents the Rio Tinto equity share of SimFer Jersey (53% owned by Rio Tinto), which owns 85% of the SimFer mine (Blocks 3&4). (h) There is a ~2-3 month lag between mine gate production and sales for railing, shipping to China and tertiary crushing. Rio Tinto | Second quarter operations review 25

Rio Tinto share of production Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 LITHIUM Production ('000 tonnes) Lithium carbonate (a) 11.4 11.2 13.9 12.4 13.9 15.5 26.2 Lithium hydroxide 100 % 5.3 6.0 5.1 5.5 5.3 7.2 10.9 Spodumene 100 % — — 0.0 0.0 0.0 9.1 0.0 Other lithium specialities (LCE) 100 % 1.4 1.7 1.3 0.8 1.1 1.6 1.8 Total lithium carbonate equivalent (LCE) production (b) 12.2 12.5 15.4 12.7 14.6 17.8 (c) 27.3 (a) Lithium carbonate quantities reflect Rio Tinto’s 66.5% ownership in Olaroz, 100% ownership in Fénix (b) The lithium value chain is vertically integrated and as a result production volumes are not additive. Lithium Carbonate Equivalent (LCE) is derived from volumes of lithium carbonate, lithium chloride, and spodumene concentrate. These compounds are used as feedstock in downstream production. (c) H1 2025 represents production since March following completion of the Arcadium acquisition. Q1 2025 LCE production was 5.6kt (6.5kt on a 100% basis); LCE shipments were 3.8kt (5.0kt on a 100% basis). MOLYBDENUM Mine production ('000 tonnes) (a) Bingham Canyon 100 % 1.1 1.3 1.7 2.5 1.5 2.2 4.0 (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 % 1,375 1,197 1,342 951 1,176 2,211 2,127 SILVER Metal in concentrates production ('000 tonnes) (a) Bingham Canyon 100 % 539 282 556 536 287 896 823 Escondida 30 % 572 583 653 834 658 1,108 1,492 Oyu Tolgoi 66 % 363 369 441 406 392 629 798 Rio Tinto total mine production 1,474 1,233 1,650 1,777 1,336 2,632 3,113 Refined production ('000 ounces) Kennecott (b) 100 % 509 254 439 632 327 1,145 958 (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) We continue to process third party concentrate to optimise smelter utilisation, including 13 thousand tonnes of cathode produced from purchased concentrate in Q2 2026. Purchased and tolled copper concentrates are excluded from reported production figures and guidance. Sales of cathodes produced from purchased concentrate are included in reported revenues. Rio Tinto | Second quarter operations review 26

Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 TITANIUM DIOXIDE SLAG Production ('000 tonnes) Rio Tinto Iron & Titanium (a) 100 % 269 261 222 218 227 491 445 (a) Quantities comprise 100% of Rio Tinto Fer et Titane and Rio Tinto's 74% interest in Richards Bay Minerals (RBM). 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 2026. Rio Tinto | Second quarter operations review 27

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 ALUMINA Smelter Grade Alumina - Aluminium Group Alumina production ('000 tonnes) Australia Queensland Alumina Refinery - Queensland 80 % 874 871 887 839 859 1,730 1,698 Yarwun refinery - Queensland 100 % 653 743 781 724 695 1,418 1,419 Brazil São Luis (Alumar) refinery 10 % 926 984 984 977 973 1,827 1,950 Canada Jonquière (Vaudreuil) refinery - Quebec (a) 100 % 340 323 351 349 322 695 671 (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 % 30 26 29 28 28 55 56 Rio Tinto percentage interest shown above is at 30 June 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 28

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 ALUMINIUM Primary Aluminium Primary aluminium production ('000 tonnes) Australia Bell Bay smelter - Tasmania 100 % 48 49 48 47 47 94 94 Boyne Island smelter - Queensland 74 % 125 127 127 124 125 250 249 Tomago smelter - New South Wales 52 % 141 145 148 141 143 282 284 Canada Alma smelter - Quebec 100 % 120 122 123 120 122 239 242 Alouette (Sept-Îles) smelter - Quebec 40 % 154 149 158 158 159 309 316 Arvida smelter - Quebec 100 % 36 34 24 20 13 71 33 Arvida AP60 smelter - Quebec 100 % 15 15 16 15 17 30 31 Bécancour smelter - Quebec 25 % 120 118 119 117 117 233 234 Grande-Baie smelter - Quebec 100 % 56 58 58 57 57 113 114 Kitimat smelter - British Columbia 100 % 102 103 101 105 108 202 213 Laterrière smelter - Quebec 100 % 62 64 63 62 62 124 124 Iceland ISAL (Reykjavik) smelter 100 % 51 51 52 52 53 99 104 New Zealand Tiwai Point smelter 100 % 75 82 83 82 83 149 165 Oman Sohar smelter 20 % 101 101 100 99 102 200 201 Recycled Aluminium Recycled aluminium production ('000 tonnes) Matalco 50 % 147 135 124 121 140 279 261 Rio Tinto percentage interest shown above is at 30 June 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 29

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 BAUXITE Bauxite production ('000 tonnes) Australia Gove mine - Northern Territory 100 % 3,303 3,244 3,040 3,109 3,229 6,444 6,338 Weipa mine - Queensland 100 % 9,637 10,788 10,021 7,903 9,407 18,654 17,309 Brazil Porto Trombetas (MRN) mine 22 % 3,071 3,134 2,997 2,379 2,627 5,428 5,005 Guinea Sangaredi mine (a) 23 % 4,506 3,712 3,725 3,880 4,414 9,595 8,293 Rio Tinto share of bauxite shipments Share of total bauxite shipments ('000 tonnes) 15,670 16,396 15,102 13,427 15,305 30,060 28,732 Share of third party bauxite shipments ('000 tonnes) (b) 11,302 11,843 10,638 9,221 10,614 21,288 19,835 (a) Rio Tinto has a 22.95% shareholding in the Sangaredi mine but benefits from 45.0% of production. (b) Sangaredi's third-party bauxite shipments for 2025 and Q1 2026 were restated following a reclassification between internal and third- party shipments. Internal shipments are now reported on a 100% basis, with Rio Tinto's share at 45% in line with the offtake arrangement. This has no impact on total bauxite shipments. A 3% humidity adjustment has also now been incorporated. Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 BORATES US Borates ('000 tonnes) (a) 100 % 132 128 124 128 137 249 265 (a) Production is expressed as B2O3 content. Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 COPPER & GOLD Escondida 30 % Chile Sulphide ore to concentrator ('000 tonnes) 36,490 36,721 35,628 34,225 35,862 69,379 70,088 Average copper grade (%) 0.95 0.94 0.91 0.88 0.85 1.01 0.86 Contained copper ('000 tonnes) 291.0 294.2 279.7 255.1 253.5 586.6 508.5 Contained gold ('000 ounces) 40.3 35.3 31.9 52.5 39.7 84.8 92.2 Contained silver ('000 ounces) 1,906 1,942 2,176 2,780 2,193 3,693 4,973 Recoverable copper in ore stacked for leaching ('000 tonnes) (a) 30.3 28.1 20.0 40.7 27.3 63.8 68.0 Refined production from leach plants: Copper cathode production ('000 tonnes) 48.7 46.5 46.7 54.8 66.4 93.9 121.2 Sales of metals: Copper in concentrates ('000 tonnes) (b) 286 258 278 252 234 595 486 Copper cathode ('000 tonnes) 53 38 50 50 72 100 122 Gold ('000 ounces) (b) 40 35 32 52 40 85 92 Silver ('000 ounces) (b) 1,906 1,942 2,176 2,780 2,193 3,693 4,973 (a) The calculation of copper in material mined for leaching is based on ore stacked at the leach pad. (b) Payable metals in concentrates Rio Tinto percentage interest shown above is at 30 June 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 30

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 COPPER & GOLD (continued) Kennecott Bingham Canyon mine 100 % Utah, US Ore treated ('000 tonnes) 10,630 5,928 11,249 10,168 6,640 19,969 16,808 Average ore grade: Copper (%) 0.45 0.37 0.41 0.41 0.36 0.40 0.39 Gold (g/t) 0.17 0.16 0.18 0.17 0.13 0.15 0.15 Silver (g/t) 2.21 2.11 2.31 2.32 1.95 2.03 2.17 Molybdenum (%) 0.031 0.047 0.027 0.046 0.049 0.030 0.047 Copper concentrates produced ('000 tonnes) 175 75 162 152 83 306 236 Average concentrate grade (% Cu) 23.3 24.6 23.2 22.8 24.2 22.3 23.3 Production of metals in copper concentrates: Copper ('000 tonnes) (a) 40.7 18.5 38.4 34.7 20.2 68.3 54.9 Gold ('000 ounces) 36.5 19.0 37.6 36.3 20.4 61.2 56.6 Silver ('000 ounces) 539 282 556 536 287 896 823 Molybdenum concentrates produced ('000 tonnes): 2.7 3.3 4.2 5.7 3.7 5.1 9.4 Molybdenum in concentrates ('000 tonnes) 1.1 1.3 1.7 2.5 1.5 2.2 4.0 Kennecott smelter & refinery 100 % Copper concentrates smelted ('000 tonnes) 123 131 194 98 167 286 265 Copper anodes produced ('000 tonnes) (b) 33.6 27.8 37.9 19.7 25.4 69.7 45.1 Production of refined metal: Copper ('000 tonnes) (c) 39.8 13.0 38.4 34.0 20.4 82.2 54.4 Gold ('000 ounces) (d) 32.1 19.4 31.3 37.9 21.5 66.0 59.4 Silver ('000 ounces) (d) 509 254 439 632 327 1,145 958 Sales of refined metal: Copper ('000 tonnes) (c) 41.7 10.2 41.9 33.4 20.9 82.4 54.3 Gold ('000 ounces) 30.8 17.7 29.7 36.0 20.8 64.5 56.8 Silver ('000 ounces) 500 230 427 604 328 1,125.3 932.0 (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 thousand tonnes of cathode produced from purchased concentrate in Q2 2026. Purchased and tolled copper concentrates are excluded from reported production figures and 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 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 31

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 COPPER & GOLD (continued) Oyu Tolgoi mine 66 % Mongolia Ore Treated ('000 tonnes) - Open Pit 6,836 7,282 7,926 7,334 6,639 14,305 13,973 Ore Treated ('000 tonnes) - Underground 3,198 2,870 3,406 3,500 3,263 5,632 6,763 Ore Treated ('000 tonnes) - Total 10,034 10,153 11,332 10,834 9,902 19,937 20,736 Average mill head grades: Open Pit Copper (%) 0.47 0.54 0.55 0.54 0.53 0.44 0.53 Gold (g/t) 0.37 0.58 0.62 0.46 0.52 0.30 0.49 Silver (g/t) 1.07 1.13 1.16 1.08 1.11 1.04 1.10 Underground Copper (%) 2.13 2.16 2.20 2.16 2.28 2.09 2.22 Gold (g/t) 0.61 0.63 0.59 0.61 0.61 0.58 0.61 Silver (g/t) 4.75 4.87 4.94 4.81 4.98 4.63 4.89 Total Copper (%) 1.00 1.00 1.05 1.06 1.11 0.91 1.08 Gold (g/t) 0.44 0.59 0.61 0.51 0.55 0.38 0.53 Silver (g/t) 2.24 2.19 2.29 2.29 2.38 2.05 2.33 Copper concentrates produced ('000 tonnes) 381.6 394.9 464.3 465.3 406.6 684.9 871.9 Average concentrate grade (% Cu) 22.7 22.6 22.4 21.8 23.8 22.2 22.8 Production of metals in concentrates: Copper in concentrates ('000 tonnes) 86.8 89.2 103.9 101.6 96.9 152.0 198.5 Gold in concentrates ('000 ounces) 97.5 138.2 158.6 123.1 127.3 159.0 250.4 Silver in concentrates ('000 ounces) 550 559 668 616 594 952 1,210 Sales of metals in concentrates (a): Copper in concentrates ('000 tonnes) 86.4 80.9 92.4 105.1 98.8 144.0 203.8 Gold in concentrates ('000 ounces) 92.8 121.2 144.2 137.5 127.7 148.7 265.1 Silver in concentrates ('000 ounces) 514 474 557 614 568 852 1,181.8 (a) Sales of metals in concentrates refer to the payable metals in concentrates collected by customers from the Mongolia/China border. Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 DIAMONDS Diavik Diamonds 100 % Northwest Territories, Canada Ore processed ('000 tonnes) 511 515 489 442 — 905 442 Diamonds recovered ('000 carats) 1,238 1,137 1,112 1,041 33 2,179 1,074 Rio Tinto percentage interest shown above is at 30 June 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 32

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 IRON ORE Rio Tinto Iron Ore Western Australia Pilbara Operations Saleable iron ore production ('000 tonnes) Hamersley mines (a) 57,422 58,574 63,972 55,828 57,369 107,059 113,197 Hope Downs 50 % 10,413 9,484 9,639 8,148 9,214 17,629 17,362 Robe River - Pannawonica (Mesas J and A) 53 % 7,471 6,769 7,693 6,826 7,820 14,148 14,646 Robe River - West Angelas 53 % 8,437 9,276 8,370 8,011 9,088 14,679 17,099 Total production ('000 tonnes) 83,743 84,104 89,674 78,813 83,491 153,514 162,304 Breakdown of total production: Pilbara Blend and SP10 Lump (b) 27,374 28,545 29,678 26,031 27,644 49,826 53,674 Pilbara Blend and SP10 Fines (b) 37,954 37,917 40,606 35,603 37,176 69,288 72,779 Robe Valley Lump 3,169 3,138 3,155 2,903 3,234 6,067 6,137 Robe Valley Fines 4,303 3,631 4,538 3,923 4,586 8,080 8,509 Yandicoogina Fines (HIY) 10,944 10,873 11,697 10,354 10,850 20,253 21,204 Breakdown of total shipments: Pilbara Blend Lump 12,967 21,142 21,362 16,799 20,858 24,964 37,658 Pilbara Blend Fines 25,849 38,477 39,448 32,170 37,831 48,283 70,001 Robe Valley Lump 2,614 2,510 2,588 2,214 2,835 4,800 5,049 Robe Valley Fines 4,977 4,214 4,934 4,294 5,488 9,188 9,782 Yandicoogina Fines (HIY) 10,636 10,764 12,421 8,485 11,284 19,986 19,768 SP10 Lump (b) 9,216 3,643 4,720 3,996 3,559 18,022 7,555 SP10 Fines (b) 13,629 3,597 5,787 4,430 3,409 25,385 7,839 Total shipments ('000 tonnes) (c) 79,887 84,346 91,259 72,387 85,264 150,627 157,651 Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 Iron Ore Company of Canada 59 % Newfoundland & Labrador and Quebec in Canada Saleable iron ore production: Concentrates ('000 tonnes) 2,008 1,594 1,337 1,720 753 3,622 2,473 Pellets ('000 tonnes) 2,229 2,403 2,388 1,724 2,166 4,560 3,891 IOC Total production ('000 tonnes) 4,237 3,998 3,725 3,444 2,919 8,182 6,364 Shipments: Concentrates ('000 tonnes) 2,173 1,799 1,425 1,151 1,112 3,273 2,263 Pellets ('000 tonnes) 2,353 2,225 2,343 2,143 2,049 4,662 4,192 IOC Total Shipments ('000 tonnes) (c) 4,526 4,024 3,768 3,294 3,161 7,935 6,455 Simandou 45% (e) Simandou iron ore production ('000 tonnes) (d) 0 0 2,271 570 660 0 1,230 Simandou iron ore sales (‘000 tonnes) 0 0 0 0 422 0 422 Global Iron Ore Totals Iron Ore Production (‘000 tonnes) (f) 87,980 88,102 95,670 82,828 87,070 161,697 169,898 Iron Ore Sales (‘000 tonnes) (g) 84,414 88,369 95,027 75,681 88,847 158,562 164,528 (a) Includes 100% of production from Paraburdoo, Mt Tom Price, Western Turner Syncline, Marandoo, Yandicoogina, Brockman, Nammuldi, Silvergrass, Channar, Gudai-Darri, Eastern Range and Western Range mines. Whilst Rio Tinto owns 54% of the Eastern Range and the Western Range mines, 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) SP10 includes other lower grade products. (c) Sales includes material shipped to our portside trading facility in China which may not be sold onwards in the same period. (d) Simandou production represents crushed ore at the SimFer mine gate before train loading. Final crushing is undertaken in China, hence, Simandou mine gate production is not considered to be saleable production. There is 7.6Mt (100% SimFer) stockpiled uncrushed ore at the Simfer mine. (e) Represents Rio Tinto’s equity share of SimFer Jersey (53% owned by Rio Tinto), which owns 85% of the SimFer mine (Blocks 3&4). (f) Iron Ore production for Pilbara operations and Iron Ore Company of Canada (IOC) refers to saleable production (after crushing, screening and beneficiation). For Simandou, it represents ore ready for train loading at the SimFer mine gate: final (tertiary) crushing of Simandou ore takes place in China. Rio Tinto | Second quarter operations review 33

(g) Includes all shipments from Pilbara and IOC, including those to our Portside trading business; excludes shipments from our Portside trading business. It also includes Simandou sales, where there is a ~2-3 month lag between mine gate production and sales for railing, shipping to China and tertiary crushing. Rio Tinto percentage interest shown above is at 30 June 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 34

Rio Tinto operational data Rio Tinto interest Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 H1 2025 H1 2026 LITHIUM Lithium production (‘000 tonnes) Lithium carbonate (a) (a) 13.9 14.0 17.1 14.9 16.4 18.9 31.3 Lithium hydroxide 100 % 5.3 6.0 5.1 5.5 5.3 7.2 10.9 Spodumene 100 % 0.0 0.0 0.0 0.0 0.0 9.1 0.0 Other lithium specialities (LCE) 100 % 1.4 2.1 0.9 0.8 1.1 1.6 1.8 Total lithium carbonate equivalent (LCE) production (b) 14.6 15.2 18.4 15.3 17.1 21.2 (c) 32.3 Third party shipments (‘000 tonnes) Lithium carbonate (a) (a) 6.2 11.5 14.9 9.8 10.4 9.9 20.2 Lithium hydroxide 100 % 4.9 4.6 6.4 4.1 4.8 6.1 8.9 Spodumene 100 % 22.6 30.6 0.0 0.0 0.0 22.6 0.0 Other lithium specialities (LCE) 100 % 0.5 0.4 0.4 0.6 0.7 0.7 1.3 Total lithium carbonate equivalent shipments (‘000 LCE) 14.2 20.2 21.4 14.2 15.7 19.2 (c) 29.9 (a) Lithium carbonate quantities reflect our 100% share of Olaroz shipments, of which Rio Tinto's ownership is 66.5%. (b) The lithium value chain is vertically integrated and as a result production volumes are not additive. Lithium Carbonate Equivalent (LCE) is derived from volumes of lithium carbonate, lithium chloride, and spodumene concentrate. These compounds are used as feedstock in downstream production. (c) H1 2025 represents production since March following completion of the Arcadium acquisition. Q1 2025 LCE production was 5.6kt (6.5kt on a 100% basis); LCE shipments were 3.8kt (5.0kt on a 100% basis). SALT Dampier Salt (a) 68 % Western Australia Salt production ('000 tonnes) 2,012 1,751 1,963 1,392 1,720 3,235 3,111 TITANIUM DIOXIDE SLAG Rio Tinto Iron & Titanium 100 % Canada and South Africa (Rio Tinto share) (a) Titanium dioxide slag ('000 tonnes) 269 261 222 218 227 491 445 (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. Rio Tinto percentage interest shown above is at 30 June 2026. The data represents production and sales on a 100% basis unless otherwise stated. Rio Tinto | Second quarter operations review 35

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