Mining-Waste-ESG-DEMO

Platinum Node / Anglo American Amplats

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TCFD: Climate-related Financial DisclosuresAudit Ready

Task Force on Climate-related Financial Disclosures (FSB)  ·  Period: 14 Mar 202614 Apr 2026

Purpose

The TCFD framework translates climate risk into the language of financial risk management — the form that boards, auditors, and investors understand. South Africa's Climate Change Act (Act 22 of 2024) mandates TCFD-aligned disclosures for listed companies from 2026. This report provides the Metrics & Targets pillar data and supports the Governance, Strategy, and Risk Management pillars in the integrated annual report.

Scope & Boundary

Covers physical risks (water stress, extreme heat, flooding) assessed under RCP 4.5 and RCP 8.5 scenarios to 2050, and transition risks (carbon pricing, regulatory change, technology disruption) under the SA Carbon Tax trajectory to 2030. The carbon tax exposure figure is calculated at the projected 2030 rate of ZAR 640/tCO₂e applied to total Scope 1+2 emissions. Opportunity analysis covers renewable power purchase agreements and battery-electric mining equipment.

Key Disclosures

  • Total GHG inventory (Scope 1+2+3) with base year comparison
  • Physical risk ratings: water stress (HIGH), extreme heat (MEDIUM), flooding (LOW)
  • Transition risk: SA Carbon Tax exposure in ZAR at 2030 rate
  • Targets: 30% Scope 1+2 reduction by 2030, net-zero by 2040
  • Aligned with Paris Agreement 1.5°C pathway and SBTi Metals & Mining sector guidance

Primary Audience

Board risk committee, institutional investors applying TCFD alignment screens, JSE Equities sustainability analysts, SA Reserve Bank macro-prudential supervisors, and climate-focused NGOs.

Scope 1 (Direct)

51 611,6

tCO₂e · Fuel combustion, blasting, LPG

Scope 2 (Electricity)

38 972

tCO₂e · Eskom grid — location-based

Scope 3 Cat 4 (Transport)

89,036

tCO₂e · Waste logistics (DEFRA 2023)

Total GHG

90 672,6

tCO₂e · Scope 1 + 2 + 3

Physical Risks

high

water Stress

operations in Limpopo & North West WMAs

medium

extreme Heat

open-cast surface temperatures +3°C by 2050 (RCP 8.5)

low

flooding

elevated mine sites, engineered drainage

Transition Risks & Targets

Scope 1+2 reduction by 203030%
Scope 3 reduction by 203020%
Net-zero target year2040
Carbon tax exposure (ZAR)R 58 030 464
Paris Agreement 1.5°C pathwaySBTi Metals & Mining sector guidanceJSE King IV Principle 3

Framework Alignment Note

This disclosure follows the four TCFD pillars: Governance, Strategy, Risk Management, and Metrics & Targets. Climate-related risks are assessed under RCP 4.5 and RCP 8.5 scenarios to 2050. The SA Carbon Tax Act (Act 15 of 2019, amended 2023) creates a material near-term transition risk.