Vale (VALE) starts Serra Sul +20 ramp-up to boost iron ore output

Rhea-AI Filing Summary

Vale S.A. has begun commissioning the long-distance conveyor belt for its Serra Sul +20 project, marking the start-up phase of this expansion at the S11D iron ore operation in Canaã dos Carajás, Pará, Brazil. Together with the Compact Ore Crusher project, scheduled to start up in 4Q26, Serra Sul +20 is expected to add 20 Mtpy of iron ore production capacity and increase operational flexibility at S11D.

The project, which received its mining operating license in September 2025, includes duplicating the long-distance conveyor belt, developing new mining areas, installing a new semi-mobile crushing system and adding processing lines. Serra Sul +20, along with the Capanema and VGR1 projects, forms part of the Novo Carajás Program and supports Vale’s plan to sustainably increase iron ore production to approximately 360 Mt by 2030 while expanding the supply of high-quality iron ore and critical minerals.

Key Figures

Added production capacity: 20 Mtpy Crusher start-up timing: 4Q26 Mining operating license date: September 2025 +1 more

4 metrics

Added production capacity 20 Mtpy Expected additional iron ore production capacity from Serra Sul +20

Crusher start-up timing 4Q26 Scheduled start-up of the Compact Ore Crusher project

Mining operating license date September 2025 Date the Serra Sul +20 project received its mining operating license

2030 production goal 360 Mt Targeted approximate iron ore production level by 2030

Key Terms

commissioning, long-distance conveyor belt, semi-mobile crushing system, production capacity, +2 more

6 terms

commissioning technical

"announces that it has commenced commissioning of the long-distance conveyor belt"

Commissioning is the process of officially starting or activating a new project, system, or facility after it has been built or prepared. It involves testing and checking that everything functions correctly and safely before it begins full operation. For investors, commissioning signals that a project or asset is moving closer to generating value or revenue, which can impact its potential profitability and timing of returns.

long-distance conveyor belt technical

"commissioned the long-distance conveyor belt for the Serra Sul +20 project"

semi-mobile crushing system technical

"installation of a new semi-mobile crushing system, and the implementation"

production capacity financial

"Serra Sul +20 is expected to add 20 Mtpy of production capacity"

Production capacity is the maximum amount of goods or services a factory, plant, or company can produce in a given time under normal operating conditions, usually expressed per day, month or year. Think of it like the number of seats in a theater or the flow from a faucet: it sets the limit on how much can be sold. For investors, capacity shows potential revenue, reveals whether a company can meet demand or needs new investment, and highlights risks of idle assets or bottlenecks.

operational flexibility financial

"expected to add 20 Mtpy of production capacity and increase operational flexibility"

Novo Carajás Program technical

"The project is part of the Novo Carajás Program, which aims to sustain iron ore production"

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FAQ

What project did Vale (VALE) start commissioning in July 2026?

Vale began commissioning the long-distance conveyor belt for its Serra Sul +20 project at the S11D iron ore operation in Pará, Brazil, marking the beginning of the project’s start-up phase and associated capacity expansion.

How much new production capacity is targeted by Vale’s Serra Sul +20 project (VALE)?

The Serra Sul +20 project is expected to add 20 Mtpy of iron ore production capacity. This increase is aimed at boosting operational flexibility and supporting higher output of high-grade iron ore products from the S11D operation.

When is the Compact Ore Crusher linked to Serra Sul +20 at VALE scheduled to start up?

The Compact Ore Crusher project associated with Serra Sul +20 is scheduled to start up in 4Q26. Together with the conveyor system, it supports the planned capacity increase and greater processing capability at the S11D complex.

What is Vale’s long-term iron ore production goal mentioned in this 6-K (VALE)?

Vale cites a plan to sustainably increase iron ore production to approximately 360 Mt by 2030. Projects such as Capanema, VGR1 and Serra Sul +20 are presented as milestones supporting this long-term production objective.

What key infrastructure elements are included in Vale’s Serra Sul +20 project (VALE)?

Serra Sul +20 includes duplicating the long-distance conveyor belt, developing new mining areas, installing a semi-mobile crushing system, and adding extra processing lines, all aimed at expanding mine and plant capacity at S11D.

When did Vale obtain the mining operating license for Serra Sul +20 (VALE)?

The mining operating license for Serra Sul +20 was obtained in September 2025. This license supports the project’s implementation and the subsequent commissioning and start-up activities described in the July 2026 report.

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

of the

Securities Exchange Act of 1934

For the month of

July 2026

Vale S.A.

Praia de Botafogo nº 186, 18º andar, Botafogo
22250-145 Rio de Janeiro, RJ, Brazil

(Address of principal executive office)

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

(Check One) Form 20-F x Form 40-F ¨

Vale starts commissioning of the Serra Sul +20 project Rio de Janeiro, July 30, 2026 — Vale S.A. (“Vale”) announces that it has commenced commissioning of the long-distance conveyor belt for the Serra Sul +20 project (“Project”), marking the beginning of its start-up. Together with the Compact Ore Crusher project, which is scheduled to start up in 4Q26, Serra Sul +20 is expected to add 20 Mtpy of production capacity and increase operational flexibility at the S11D operation, located in Canaã dos Carajás, Pará, Brazil. "The Serra Sul +20 is a strategic project that further strengthens our position at S11D, one of the most competitive iron ore operations in the industry. It also increases the iron ore business operational flexibility and enhances our ability to offer high-grade products to the market. The project is part of the Novo Carajás Program, which aims to sustain iron ore production and expand the supply of high-quality iron ore and critical minerals, reinforcing Brazil's role in the global energy transition and creating long-term value for society and our stakeholders", highlighted Gustavo Pimenta, Vale's CEO. The project comprises the expansion of mine and plant capacity at S11D through a series of initiatives, including the duplication of the long-distance conveyor belt, the development of new mining areas, the installation of a new semi-mobile crushing system, and the implementation of additional processing lines at the plant. The project received its mining operating license in September 2025. Together, the Capanema, VGR1, and Serra Sul +20 projects represent important milestones in Vale’s plan to sustainably increase iron ore production to approximately 360 Mt by 2030, while enhancing the flexibility of its iron ore product portfolio. Marcelo Feriozzi Bacci Executive Vice President, Finance and Investor Relations For further information, please contact: Vale.RI@vale.com Thiago Lofiego: thiago.lofiego@vale.com Luciana Oliveti: luciana.oliveti@vale.com Pedro Terra: pedro.terra@vale.com Patricia Tinoco: patricia.tinoco@vale.com This press release may include statements that present Vale’s expectations about future events or results. All statements, when based upon expectations about the future, involve various risks and uncertainties. Vale cannot guarantee that such statements will prove correct. These risks and uncertainties include factors related to the following: (a) the countries where we operate, especially Brazil and Canada; (b) the global economy; (c) the capital markets; (d) the mining and metals prices and their dependence on global industrial production, which is cyclical by nature; and (e) global competition in the markets in which Vale operates. To obtain further information on factors that may lead to results different from those forecast by Vale, please consult the reports Vale files with the U.S. Securities and Exchange Commission (SEC), the Brazilian Comissão de Valores Mobiliários (CVM) and in particular the factors discussed under “Forward-Looking Statements” and “Risk Factors” in Vale’s annual report on Form 20-F. Press Release

 

Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	Vale S.A. (Registrant)
	By:	/s/ Thiago Lofiego
Date: July 30, 2026		Director of Investor Relations