Carbon Steel Materials Customer Sector Group Briefing1

BHP Mitsubishi Alliance (BMA) has announced a renewed five-year naming rights partnership
with CQ Rescue as the organisation celebrates 30 years of delivering life-saving emergency
services.

The outlook for BHP’s key commodities remains strong. Long-term demand continues to be underpinned by population growth, urbanisation, rising living standards and industrialisation, with China a major demand centre and India entering a multi-decade period of infrastructure and industrial expansion. On top of these established foundations, accelerants are emerging that add to demand for our commodities. A massive CapEx swing into digitalisation and growing electrification both require large-scale investments in commodity-intensive infrastructure.

BHP released its full year results on 18 August 2026 at 8.30am (AEST). Brandon Craig, Chief Executive Officer, and Vandita Pant, Chief Financial Officer, reviewed the Company's operating and financial performance.