Anglo American's Q2 2026 Iron Ore Production Up QoQ, Down YoY

On July 23, 2026 Beijing time, Anglo American released its Q2 2026 iron ore production and sales report on its official website. Specific data:

In Q2 2026, Anglo American's iron ore production totaled 15.932 million mt, down 3% YoY and up 1% QoQ. Its sales in the quarter reached 16.716 million mt, up 2% YoY and 13% QoQ.

In H1 2026, Anglo American's iron ore production totaled 30.6 million mt, down 2% YoY. H1 sales totaled 31.558 million mt, up 2% YoY.

Kumba Region

Production: In Q2 2026, Kumba's iron ore production was 8.844 million mt, down 4% YoY and basically flat QoQ. In H1 2026, Kumba's iron ore production was 17.686 million mt, down 3% YoY.

Sales: In Q2 2026, the region's sales totaled 9.418 million mt of iron ore, down 4% YoY and up 3% QoQ. In H1 2026, the region's sales totaled 18.558 million mt of iron ore, down 1% YoY.

In H1 2026, the ratio of lump ore to fine ore in Kumba's iron ore products was 66:34, with an average iron grade of 63.6%.

Minas Region

Production: This quarter, Minas produced 6.548 million mt of pellet feed, down 2% YoY and up 3% QoQ. In H1 2026, Minas produced 12.914 million mt of pellet feed, down 2% YoY.

Sales: This quarter, Minas sold 7.298 million mt of pellet feed, up 10% YoY and 28% QoQ. In H1, the region's sales totaled 13 million mt of pellet feed, up 6% YoY.

Production guidance (wet basis): Iron ore production guidance for 2026 is 55-59 million mt, with Kumba at 31-33 million mt and Minas at 24-26 million mt.