TRONOX※ 1 Third Quarter 2021 Conference Call Tronox Holdings plc October 28, 2021 Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2021 Participants Co-Chief Executive Officer • John Romano Jean-Francois Turgeon Timothy Carlson Co-Chief Executive Officer Senior Vice President, Chief Financial Officer TRONOX * Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2021 2 Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements S ...

Tronox Holdings plc (NYSE:TROX) Q2 2021 Earnings Conference Call July 29, 2021 8:00 AM ET Company Participants Jennifer Guenther - Vice President, Investor Relations John Romano - Co-CEO & Director Jean-François Turgeon - Co-CEO & Director Tim Carlson - Senior VP, CFO & Principal Accounting Officer Conference Call Participants John McNulty - BMO Capital Markets Josh Spector - UBS Frank Mitsch - Fermium Research Hassan Ahmed - Alembic Global Jackie Fisher - Barclays Vincent Andrews - Morgan Stanley Jeff Seca ...

TRONOX※ 1 Second Quarter 2021 Conference Call Tronox Holdings plc July 29, 2021 Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2021 Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements Statements in this presentation that are not historical are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are subject to known and unknown risks, unc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transition period from __________to ___________ 1-35573 (Commission file number) TRONOX HOLDINGS PLC (Exact Name of Registrant as Specified in its Charter) extended transition period ...

TRONOX※ 1 First Quarter 2021 Conference Call Tronox Holdings plc April 29, 2021 Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2021 Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements Statements in this presentation that are not historical are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are subject to known and unknown risks, unc ...

Financial Data and Key Metrics Changes - Revenue in Q1 2021 increased 14% sequentially to $891 million, representing a 23% year-over-year increase [10][13] - Net income for the quarter was $26 million, with diluted earnings per share at $0.12 and adjusted earnings per share at $0.43 [10] - Adjusted EBITDA reached a record $225 million, with EBITDA margins at 25% for the quarter [11][19] - Free cash flow generated was $77 million after $58 million in capital expenditures [12][31] Business Line Data and Key Metrics Changes - TiO2 sales volume grew 15% quarter-over-quarter, driven by global economic recovery, particularly in Europe and Asia [13] - Zircon sales volumes increased by 30% sequentially, with revenue from zircon sales up 31% [15] - Revenue from feedstock and other products declined 29% sequentially due to the conclusion of mandated chloride slag sales [15] Market Data and Key Metrics Changes - Strong demand was noted across all regions, with South America and Asia Pacific leading volume growth year-over-year [13] - TiO2 selling prices improved globally by 3% sequentially, with a 4% increase year-over-year on a U.S. dollar basis [14] - The recovery in China significantly impacted zircon sales, driven by increased architectural completions [15] Company Strategy and Development Direction - The company is focused on its digital transformation strategy, Project newTRON, aimed at optimizing global supply chains and reducing costs [24][25] - The goal is to achieve cost reductions of $150 to $200 per ton by the end of 2023 through enhanced operational efficiencies [25][96] - The company aims to reduce gross debt to $2.5 billion ahead of the previously stated target of 2023 [29][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strong demand and anticipated TiO2 sales volume increases in Q2 2021 [17][32] - The company expects adjusted EBITDA for Q2 2021 to be in the range of $225 million to $240 million, despite anticipated cost pressures [22][33] - Management highlighted the importance of maintaining long-term agreements to secure demand amidst changing market dynamics [45][94] Other Important Information - The company restructured its balance sheet, extending maturities and lowering interest costs, which is expected to enhance free cash flow [27][29] - Total debt after recent transactions was reported at $3 billion, with a trailing 12-month net leverage of 3.8x [29][30] - The company has significant tax attributes, including approximately $5.6 billion in total NOLs [37][38] Q&A Session Summary Question: What are the potential gating factors for Q2 volume growth? - Management noted that inventory levels are below seasonal norms, which may limit restocking opportunities despite strong demand [43][47] Question: Is there any restocking occurring in the industry? - Management indicated that inventory levels throughout the supply chain have been reduced, and customers are attempting to rebuild supply chains [47] Question: How is the demand in Europe influenced by Chinese exports? - Management stated that while Chinese exports have decreased, local demand in Europe has increased due to government stimulus and underlying market growth [52][55] Question: What is the current status of the Jizan project? - Management reported delays due to COVID-19 and logistics issues, with the project being approximately four weeks behind schedule [57] Question: What is the outlook for zircon volumes in 2021? - Management expressed confidence in meeting customer demand for zircon, driven by increased production capabilities and inventory management [62][66] Question: Why are TiO2 prices not increasing as much as other commodities? - Management explained that TiO2 pricing has remained stable over the past three years, and they expect to see further price increases as market conditions improve [98][101]

Financial Performance - Tronox reported net sales of $891 million for Q1 2021, a 23% increase from $722 million in Q1 2020, driven by higher TiO and Zircon sales volumes and prices [113]. - TiO revenue increased by 20% or $116 million compared to the prior year, primarily due to a $94 million increase in sales volumes and a $3 million rise in average selling prices [114]. - Zircon revenue rose by 89% or $58 million, mainly due to a 91% increase in sales volumes, despite a 2% reduction in average selling prices [114]. - Gross profit for Q1 2021 was $206 million, representing 23% of net sales, compared to 24% in the prior year [112]. - Adjusted EBITDA for Q1 2021 was $225 million, up from $174 million in Q1 2020, with an Adjusted EBITDA margin of 25% [112]. - Net income for Q1 2021 was $26 million, down from $40 million in Q1 2020, representing a 35% decrease [146]. - Adjusted EBITDA for Q1 2021 was $225 million, an increase of 29% from $174 million in Q1 2020 [146]. Liquidity and Debt - Total available liquidity as of March 31, 2021, was $1.2 billion, including $759 million in cash and cash equivalents [109]. - Total debt as of March 31, 2021, was $3.4 billion, with a net debt to trailing-twelve month Adjusted EBITDA ratio of 3.8x [110]. - Long-term debt increased to $3.4 billion as of March 31, 2021, compared to $3.3 billion at December 31, 2020 [138]. - The company issued $1,075 million in senior notes due 2029, using proceeds to redeem $615 million of senior notes due 2026 and $450 million due 2025 [136]. - Working capital decreased to $1.4 billion at March 31, 2021, down from $1.7 billion at December 31, 2020 [126]. - Cash provided by operating activities was $135 million for the three months ended March 31, 2021, a significant improvement from a cash outflow of $28 million in the same period of 2020 [139]. Expenses and Taxation - Interest expense for Q1 2021 increased by $5 million compared to the same period in 2020, primarily due to new Senior Notes issued [117]. - The effective tax rate for Q1 2021 was 19%, compared to 15% in Q1 2020, influenced by various factors including income and losses in jurisdictions with valuation allowances [122]. - Interest expense increased to $50 million in Q1 2021 from $45 million in Q1 2020, reflecting an 11% rise [146]. - The company incurred a loss on extinguishment of debt amounting to $34 million in Q1 2021, with no such loss reported in Q1 2020 [146]. Comprehensive Income and Other Losses - Other comprehensive loss decreased to $34 million in Q1 2021 from $270 million in the prior year, mainly due to improved foreign currency translation adjustments [123]. - The unrealized net gain recorded in "Accumulated other comprehensive loss" was $53 million as of March 31, 2021 [163]. - An unrealized net gain of $53 million was recorded in "Accumulated other comprehensive loss" on the balance sheet as of March 31, 2021 [163]. Customer Concentration - The ten largest third-party customers represented 29% of consolidated net sales for both Q1 2021 and Q1 2020, indicating stable customer concentration [158]. Market and Currency Risk - The company is exposed to currency risk, particularly in South Africa and Australia, where revenues are primarily in U.S. dollars and expenses in local currencies [161]. - The company utilizes various strategies to manage market risk, including passing on higher raw material costs through timely price increases [157]. - The company entered into interest-rate swap agreements for a portion of its Prior Term Loan Facility, converting variable rates to fixed rates, expiring in September 2024 [160]. - A hypothetical 1% increase in interest rates would decrease pre-tax income by approximately $6 million annually, based on Q1 2021 data [159]. - The majority of revenues are earned in U.S. dollars while expenses are incurred in local currencies, leading to currency exposure [161]. - The company may enter into forward contracts as economic hedges for foreign currency transactions [161]. Environmental and Compliance Costs - The company is subject to stringent environmental regulations, which may incur significant compliance costs in the future [154].

PART I [Business](index=6&type=section&id=Item%201.%20Business) Tronox is the world's leading vertically integrated manufacturer of titanium dioxide pigment, leveraging its global mining and production facilities to maintain a low-cost, high-quality market position - Tronox is the world's leading vertically integrated manufacturer of TiO2 pigment, operating mines and beneficiation/smelting operations in Australia, South Africa, and Brazil, with nine pigment facilities globally[22](index=22&type=chunk) - Key strategic initiatives in 2020 focused on becoming a low-cost producer through IT transformation (Project newTron), stabilizing margins via improved contracting, and strengthening vertical integration through projects like the Atlas Campaspe mine development and the Jazan, KSA smelter facility[28](index=28&type=chunk)[29](index=29&type=chunk)[30](index=30&type=chunk) - The company successfully achieved **$243 million** in total synergies from the Cristal Transaction by the end of 2020, exceeding its goal of $220 million by 2022[36](index=36&type=chunk) - Tronox employs approximately **6,500 people** across six continents, with a significant focus on safety, knowledge transfer between mining and pigment operations, and fostering a diverse and inclusive culture[63](index=63&type=chunk)[65](index=65&type=chunk)[66](index=66&type=chunk) 2020 Revenue by Product and Geography | Category | Percentage of Revenue | | :--- | :--- | | **By Product** | | | TiO2 | 79% | | Zircon | 10% | | Feedstock & Other | 11% | | **By Geography** | | | Europe, Middle East & Africa | 32% | | Asia Pacific | 28% | | North America | 29% | | South & Central America | 11% | [Risk Factors](index=21&type=section&id=Item%201A.%20Risk%20Factors) The company faces risks from market volatility, the COVID-19 pandemic, intense competition, operational challenges, substantial debt, and complex regulatory environments, particularly in South Africa - Market conditions and global economic downturns, including the impact of the COVID-19 pandemic, could adversely affect demand and prices for the company's products, particularly TiO2 and zircon[88](index=88&type=chunk)[91](index=91&type=chunk) - The company faces significant operational and regulatory risks in **South Africa**, including an unpredictable regulatory environment (Mining Charter III), reliance on a single state-owned energy supplier (Eskom), potential land expropriation, and exchange control restrictions[110](index=110&type=chunk)[116](index=116&type=chunk)[130](index=130&type=chunk) - As of December 31, 2020, the company had approximately **$3.4 billion** in total principal debt, with restrictive covenants that could affect operational flexibility and liquidity[127](index=127&type=chunk) - The classification of TiO2 powder as a **Category 2 Carcinogen** by inhalation in the European Union could lead to more stringent regulations, impact marketing, and increase costs[137](index=137&type=chunk)[138](index=138&type=chunk) - Concentrated ownership by **Cristal (26%)** and **Exxaro (10%)** may allow them to influence corporate decisions, potentially creating conflicts of interest with other shareholders[152](index=152&type=chunk) [Unresolved Staff Comments](index=35&type=section&id=Item%201B.%20Unresolved%20Staff%20Comments) The company reports no unresolved staff comments - Not applicable[168](index=168&type=chunk) [Properties](index=35&type=section&id=Item%202.%20Properties) The company's assets include global mining operations and nine TiO2 pigment facilities with a total annual capacity of 1,078,000 metric tonnes, though total heavy mineral reserves decreased by 4.5% in 2020 TiO2 Production Facilities and Capacity (as of Dec 31, 2020) | Facility Location | Annual Capacity (MT) | Process | | :--- | :--- | :--- | | Hamilton, Mississippi, USA | 225,000 | Chloride | | Yanbu, Saudi Arabia | 200,000 | Chloride | | Stallingborough, England, UK | 165,000 | Chloride | | Kwinana, Western Australia | 150,000 | Chloride | | Kemerton, Western Australia | 110,000 | Chloride | | Botlek, the Netherlands | 90,000 | Chloride | | Salvador, Bahia, Brazil | 60,000 | Sulphate | | Fuzhou, Jiangxi Province, China | 46,000 | Sulphate | | Thann, Alsace, France | 32,000 | Sulphate | | **Total** | **1,078,000** | | Heavy Mineral Reserves Summary (as of Dec 31, 2020) | Mine / Deposit | Total Ore (million tonnes) | In-Place THM (million tonnes) | Change from 2019 (% THM) | | :--- | :--- | :--- | :--- | | Namakwa Sands, RSA | 727 | 43.9 | (3.6)% | | KZN Sands, RSA | 225 | 12.6 | (5.2)% | | Northern Operations, Australia | 429 | 9.9 | (10.0)% | | Southern Operations, Australia | 19 | 1.0 | (11.6)% | | Eastern Operations, Australia | 145 | 7.0 | (4.6)% | | **Global Total** | **1,545** | **74.4** | **(4.5)%** | 3-Year Heavy Mineral Reserves Comparison (In-Place THM, millions of metric tonnes) | Region | 2020 | 2019 | 2018 | | :--- | :--- | :--- | :--- | | Total South Africa | 56.5 | 58.8 | 54.9 | | Total Australia | 17.9 | 19.3 | 11.2 | | **Total Tronox** | **74.4** | **78.1** | **66.1** | [Legal Proceedings](index=45&type=section&id=Item%203.%20Legal%20Proceedings) The company is engaged in legal matters concerning environmental remediation at a former plant and a significant contractual dispute with Venator Materials plc - The company has a provision of **$60 million** for remediation at the former Hawkins Point Plant in Baltimore, Maryland, and is in discussions with state regulators for a new consent decree[567](index=567&type=chunk) - Tronox is in litigation with Venator Materials plc, which is claiming a **$75 million** "Break Fee," while Tronox has filed a counterclaim seeking **$400 million** in damages[567](index=567&type=chunk) [Mine Safety Disclosures](index=45&type=section&id=Item%204.%20Mine%20Safety%20Disclosures) The company reports no mine safety disclosures - None[239](index=239&type=chunk) PART II [Market for Registrant's Common Equity, Related Shareholder Matters and Issuer Purchases of Equity Securities](index=46&type=section&id=Item%205.%20Market%20for%20Registrant's%20Common%20Equity%2C%20Related%20Shareholder%20Matters%20and%20Issuer%20Purchases%20of%20Equity%20Securities) The company's ordinary shares are traded on the New York Stock Exchange under the ticker symbol "TROX" - The company's ordinary shares trade on the New York Stock Exchange under the symbol **"TROX"**[242](index=242&type=chunk) [Selected Financial Data](index=46&type=section&id=Item%206.%20Selected%20Financial%20Data) This item is not applicable - Not applicable[243](index=243&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=46&type=section&id=Item%207.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) In 2020, reported net sales increased 4%, but pro forma sales declined 8% due to COVID-19 impacts, while net income was significantly boosted by a large non-cash tax benefit - On a pro forma basis, which assumes the Cristal acquisition occurred on January 1, 2018, net sales for 2020 decreased by **$250 million (8%)** compared to 2019, primarily due to lower sales volumes of TiO2 and pig iron, and lower average selling prices for Zircon[254](index=254&type=chunk) - Total available liquidity as of December 31, 2020, was **$1,041 million**, including $619 million in cash and $422 million available under revolving credit facilities, with total debt at $3.3 billion[248](index=248&type=chunk)[270](index=270&type=chunk) - Net cash provided by operating activities decreased to **$355 million** in 2020 from $412 million in 2019, primarily due to a higher use of cash for working capital[287](index=287&type=chunk) Consolidated Results of Operations (Reported) | (Millions of U.S. Dollars) | 2020 | 2019 | Variance | | :--- | :--- | :--- | :--- | | **Net sales** | **$2,758** | **$2,642** | **$116** | | Gross profit | $621 | $464 | $157 | | Gross Margin | 23% | 18% | 5 pts | | Income from operations | $271 | $95 | $176 | | Net income from continuing operations | $995 | $(102) | $1,097 | | **Adjusted EBITDA** | **$668** | **$615** | **$53** | Reconciliation of Net Income to Adjusted EBITDA (Reported) | (Millions of U.S. Dollars) | 2020 | 2019 | 2018 | | :--- | :--- | :--- | :--- | | Net (loss) income from continuing operations | $995 | $(102) | $30 | | Interest expense | 189 | 201 | 193 | | Income tax provision | (881) | 14 | 13 | | Depreciation, depletion and amortization | 304 | 280 | 195 | | **EBITDA (non-U.S. GAAP)** | **$599** | **$375** | **$398** | | Adjustments (Inventory step-up, transaction costs, etc.) | 69 | 240 | 115 | | **Adjusted EBITDA (non-U.S. GAAP)** | **$668** | **$615** | **$513** | [Quantitative and Qualitative Disclosures About Market Risk](index=64&type=section&id=Item%207A.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company is exposed to commodity, credit, interest rate, and currency risks, which it manages through derivative instruments like interest-rate swaps and foreign currency contracts - The company is exposed to interest rate risk on its floating-rate debt; a hypothetical **1% increase** in interest rates would result in a net decrease to pre-tax income of approximately **$7 million** on an annualized basis[350](index=350&type=chunk) - Significant currency risk exists, especially in South Africa and Australia, where revenues are primarily in U.S. dollars while expenses are in local currencies, with forward contracts used to hedge these exposures[352](index=352&type=chunk) - As of December 31, 2020, the company had interest-rate swap agreements with a notional value of **$750 million** to convert a portion of its variable-rate Term Loan Facility to a fixed rate[550](index=550&type=chunk) [Financial Statements and Supplementary Data](index=67&type=section&id=Item%208.%20Financial%20Statements%20and%20Supplementary%20Data) This section contains the audited consolidated financial statements and detailed notes for the fiscal years ended December 31, 2020, 2019, and 2018 [Consolidated Financial Statements](index=71&type=section&id=Consolidated%20Financial%20Statements) The consolidated financial statements show net sales of $2.758 billion and net income of $969 million for 2020, with total assets of $6.568 billion at year-end Key Financial Statement Data (Year Ended Dec 31, 2020) | Metric | Amount (Millions USD) | | :--- | :--- | | **Statement of Operations** | | | Net Sales | $2,758 | | Gross Profit | $621 | | Income from Operations | $271 | | Net Income (Loss) Attributable to Tronox | $969 | | **Balance Sheet (as of Dec 31, 2020)** | | | Total Current Assets | $2,529 | | Total Assets | $6,568 | | Total Current Liabilities | $805 | | Long-term Debt, net | $3,263 | | Total Liabilities | $4,697 | | Total Equity | $1,871 | [Note 3. Acquisitions and Related Divestitures](index=83&type=section&id=Note%203.%20Acquisitions%20and%20Related%20Divestitures) This note details the termination of the TTI acquisition and provides the final purchase price allocation for the ~$2.2 billion Cristal acquisition completed in 2019 - The company terminated its agreement to acquire the Tizir Titanium and Iron (TTI) business in January 2021 and paid an **$18 million** termination fee after a UK regulatory investigation[437](index=437&type=chunk)[439](index=439&type=chunk) Cristal Transaction Summary (April 10, 2019) | Component | Value (Millions USD) | | :--- | :--- | | Cash Consideration Paid | $1,675 | | Fair Value of Shares Issued | $526 | | **Total Purchase Price** | **$2,201** | | Total Assets Acquired (Fair Value) | $2,923 | | Total Liabilities Assumed (Fair Value) | $674 | [Note 8. Income Taxes](index=92&type=section&id=Note%208.%20Income%20Taxes) The company recorded an $881 million income tax benefit in 2020, primarily from a $909 million non-cash release of a valuation allowance on U.S. deferred tax assets - The company recorded a total income tax benefit of **$881 million** in 2020, compared to a $14 million provision in 2019[481](index=481&type=chunk) - A significant non-cash deferred tax benefit of **$909 million** was recognized in 2020 due to the reversal of a valuation allowance on U.S. deferred tax assets[492](index=492&type=chunk) - As of December 31, 2020, the company had total tax loss carryforwards of **$9.7 billion**, including $4.4 billion in U.S. federal and $4.2 billion in U.S. state jurisdictions[501](index=501&type=chunk) [Note 15. Debt](index=100&type=section&id=Note%2015.%20Debt) As of year-end 2020, the company had total long-term debt of $3.356 billion and made a voluntary prepayment of $200 million on its Term Loan Facility - In May 2020, the company issued **$500 million** of 6.5% senior secured notes due 2025, using a portion of the proceeds to repay $200 million drawn on its revolvers[528](index=528&type=chunk) - In December 2020, the company made a voluntary prepayment of **$200 million** on its Term Loan Facility, resulting in a $2 million loss on extinguishment of debt[524](index=524&type=chunk) Long-term Debt Principal Balances (as of Dec 31, 2020) | Facility | Principal (Millions USD) | Maturity Date | | :--- | :--- | :--- | | Term Loan Facility | $1,607 | Sep 2024 | | Senior Notes due 2025 (5.75%) | $450 | Oct 2025 | | Senior Notes due 2026 (6.50%) | $615 | Apr 2026 | | Senior Secured Notes due 2025 (6.50%) | $500 | May 2025 | | Standard Bank Term Loan Facility | $115 | Mar 2024 | | Other | $69 | Various | | **Total** | **$3,356** | | [Note 24. Related Party Transactions](index=120&type=section&id=Note%2024.%20Related%20Party%20Transactions) The company engages in significant transactions with major shareholders Exxaro and Cristal, including loans and asset acquisitions related to the Jazan smelter and Yanbu facility - As of December 31, 2020, major shareholders **Exxaro** and a **Cristal affiliate** (owned by Tasnee) held **10.3%** and **26%** of Tronox's shares, respectively[612](index=612&type=chunk)[617](index=617&type=chunk) - Tronox has an option to acquire 90% of a titanium slag smelter in Jazan, KSA, and has loaned the maximum committed amount of **$125 million** to facilitate the smelter's start-up[617](index=617&type=chunk)[618](index=618&type=chunk) - In December 2020, Tronox acquired MGT assets from Cristal in exchange for a **$36 million** note payable, with repayment tied to product delivery volumes[623](index=623&type=chunk) [Changes in and Disagreements With Accountants on Accounting and Financial Disclosure](index=125&type=section&id=Item%209.%20Changes%20in%20and%20Disagreements%20With%20Accountants%20on%20Accounting%20and%20Financial%20Disclosure) The company reports no changes in or disagreements with accountants on accounting and financial disclosure - None[632](index=632&type=chunk) [Controls and Procedures](index=126&type=section&id=Item%209A.%20Controls%20and%20Procedures) Management concluded that the company's disclosure controls, procedures, and internal control over financial reporting were effective as of December 31, 2020 - Management concluded that the company's disclosure controls and procedures were **effective** as of December 31, 2020[633](index=633&type=chunk) - Management concluded that the company's internal control over financial reporting was **effective** as of December 31, 2020, based on the COSO framework[635](index=635&type=chunk) [Other Information](index=126&type=section&id=Item%209B.%20Other%20Information) The company reports no other information - None[639](index=639&type=chunk) PART III [Directors, Executive Officers and Corporate Governance](index=127&type=section&id=Item%2010.%20Directors%2C%20Executive%20Officers%20and%20Corporate%20Governance) This section incorporates information by reference from the 2021 proxy statement and notes the appointment of interim co-CEOs in December 2020 - Information regarding directors, executive officers, and corporate governance is incorporated by reference from the company's 2021 proxy statement[641](index=641&type=chunk) - Effective December 27, 2020, **John D. Romano** and **Jean-François Turgeon** were appointed interim co-CEOs following a leave of absence by Chairman and CEO Jeffry N. Quinn[642](index=642&type=chunk) [Executive Compensation](index=127&type=section&id=Item%2011.%20Executive%20Compensation) Information regarding executive and director compensation is incorporated by reference from the company's 2021 proxy statement - Information regarding executive compensation is incorporated by reference from the company's 2021 proxy statement[643](index=643&type=chunk) [Security Ownership of Certain Beneficial Owners and Management and Related Shareholder Matters](index=127&type=section&id=Item%2012.%20Security%20Ownership%20of%20Certain%20Beneficial%20Owners%20and%20Management%20and%20Related%20Shareholder%20Matters) Information regarding security ownership is incorporated by reference from the 2021 proxy statement, with details provided on securities available under equity compensation plans Equity Compensation Plan Information (as of Dec 31, 2020) | Category | Number of Securities | | :--- | :--- | | To be issued upon exercise of outstanding awards | 8,505,796 | | Weighted-average exercise price of outstanding options | $21.60 | | Remaining available for future issuance | 8,755,422 | [Certain Relationships and Related Transactions, and Director Independence](index=127&type=section&id=Item%2013.%20Certain%20Relationships%20and%20Related%20Transactions%2C%20and%20Director%20Independence) Information regarding related transactions and director independence is incorporated by reference from the company's 2021 proxy statement - Information regarding related transactions and director independence is incorporated by reference from the company's 2021 proxy statement[648](index=648&type=chunk) [Principal Accounting Fees and Services](index=128&type=section&id=Item%2014.%20Principal%20Accounting%20Fees%20and%20Services) Information regarding principal accounting fees and services is incorporated by reference from the company's 2021 proxy statement - Information regarding principal accounting fees and services is incorporated by reference from the company's 2021 proxy statement[650](index=650&type=chunk) PART IV [Exhibits, Financial Statement Schedules](index=129&type=section&id=Item%2015.%20Exhibits%2C%20Financial%20Statement%20Schedules) This section lists all exhibits filed with the report and notes the omission of financial statement schedules as the required information is included elsewhere - All financial statement schedules have been omitted as they are either inapplicable or the required information is included in the consolidated financial statements or notes[653](index=653&type=chunk) [Form 10-K Summary](index=132&type=section&id=Item%2016.%20Form%2010-K%20Summary) The company provides no Form 10-K summary - None[662](index=662&type=chunk)

TRONOX※ 1 Fourth Quarter and Full Year 2020 Conference Call Tronox Holdings plc February 18, 2021 Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2021 Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements Statements in this presentation that are not historical are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are subject to known and ...

Tronox Holdings plc (NYSE:TROX) Q4 2020 Earnings Conference Call February 18, 2021 8:00 AM ET Company Participants Jennifer Guenther - VP of IR John Romano - Interim Co-CEO Jean-François Turgeon - Interim Co-CEO Tim Carlson - Senior VP & CFO Conference Call Participants John McNulty - BMO Capital Markets Frank Mitsch - Fermium Research Hassan Ahmed - Alembic Global Josh Spector - UBS Roger Spitz - Bank of America Travis Edwards - Goldman Sachs Operator Hello, and welcome to the Tronox Holdings plc Fourth Qu ...