KUMBA IRON ORE LIMITED - SISHEN SUPPLY AGREEMENT

SISHEN SUPPLY AGREEMENT

Kumba Iron Ore Limited
A member of the Anglo American plc group
(Incorporated in the Republic of South Africa)
(Registration number 2005/015852/06)
JSE Share code: KIO
ISN: ZAE000085346
("Kumba")

SISHEN SUPPLY AGREEMENT

Shareholders were previously advised that Sishen Iron Ore Company
(Pty) Ltd (“SIOC”) and ArcelorMittal South Africa Ltd (“AMSA”) had
agreed on an interim pricing agreement ("the extended interim
pricing agreement") in respect of the supply of iron ore to AMSA
from the Sishen Mine for the period from 1 August 2011 to 31 July
2012.

Extensive negotiations have taken place between SIOC and AMSA in
an attempt to reach agreement in respect of a further interim
pricing arrangement to govern the supply of iron ore from the
Sishen Mine to AMSA for the period after the expiry of the
extended interim pricing agreement.  The parties have as yet not
reached any agreement in this regard and discussions between the
parties are on-going.

SIOC continues to supply AMSA with iron ore, on terms that are
presently being discussed between the parties.

Shareholders will be informed of further material developments in
this regard.

Pretoria
1 August 2012

Sponsor
RAND MERCHANT BANK (A division of FirstRand Bank Limited)

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