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From: [email protected] To: Executive Leadership Team Classification: INTERNAL / STRICTLY CONFIDENTIAL Thank you both. Proceed on the assumption that Guinea has entered the highest category of geopolitical risk. Government Affairs is authorised to expand engagement with diplomatic stakeholders and industry associations immediately. Any engagement must remain consistent with our established public position: We support the protection of civilians. We support the restoration of humanitarian operations. We support internationally coordinated efforts to stabilize Guinea. We support measures that restore the rule of law and secure critical infrastructure necessary for civilian recovery and economic stability. Under no circumstances should Glencore be perceived as advocating military intervention to protect commercial interests. Our role is to provide governments with objective assessments of the economic consequences of continued instability alongside the worsening humanitarian situation. If a multinational, UN-authorised stabilization mission ultimately proceeds, it will reduce risk to civilian populations while allowing critical infrastructure and supply chains to recover. Prepare a stakeholder engagement plan for tomorrow's Executive Committee meeting. Gary Kind regards Gary Nagel Chief Executive Officer D +41 41 709 20 10 E-mail: [email protected] Glencore AG - Energizing today, Advancing tomorrow Baarermatstrasse 3 6340 Baar Switzerland From: [email protected] To: Sarah Whitmore; EVP Africa Operations; General Counsel; CEO Classification: INTERNAL / STRICTLY CONFIDENTIAL Hi Sarah, I agree with your assessment. We should be extremely careful not to create the impression that Glencore is encouraging military intervention to safeguard its mining assets. That would create unacceptable reputational and political exposure if these discussions became public. Our external messaging should remain focused on three themes: Protection of civilians. Restoration of humanitarian access. Regional economic stability. Privately, however, governments should understand the broader strategic implications. Guinea supplies a substantial proportion of global bauxite production. Continued instability—or complete state fragmentation—would have significant downstream consequences for aluminium production and international manufacturing. Should transport corridors become contested or mining concessions become inaccessible, the effects will extend far beyond Guinea itself. I recommend discreet engagement with: Swiss Federal authorities. French Ministries of Foreign Affairs and Industry. American and Canadian diplomatic contacts. European Commission officials. Industry associations representing aluminium producers. Relevant UN economic and humanitarian agencies. The objective should be to ensure supply-chain resilience forms part of the international policy discussion alongside the humanitarian crisis. Daniel Kind regards Daniel Keller Director Government Affairs D +41 41 709 20 25 E-mail: [email protected] Glencore AG - Energizing today, Advancing tomorrow Baarermatstrasse 3 6340 Baar Switzerland From: [email protected] To: EVP Africa Operations; EVP Government Affairs; General Counsel; Global Risk Assessment Director CC: CEO; Chief Strategy Officer Classification: INTERNAL / STRICTLY CONFIDENTIAL Hi all, Following Philippe's latest assessment and this morning's crisis call, I believe we need to begin viewing Guinea not simply as an operational disruption but as a strategic supply-chain risk with potentially global consequences. Our immediate concern remains personnel safety. Our medium-term concern is continuity of production, logistics and export infrastructure. If current reporting regarding widespread atrocities against Fulani civilians, mass detention of humanitarian personnel and the collapse of state authority continues to be corroborated, the probability of sustained international intervention has increased considerably. Rather than focusing solely on physical site security, Government Affairs should begin assessing whether coordinated diplomatic engagement can help accelerate an internationally led stabilization effort. Specifically, I would like an assessment covering: Current French, American and Canadian positions regarding possible UN action. ECOWAS and African Union appetite for supporting an intervention. Likelihood of Security Council authorisation. Potential consequences for global aluminium markets should Guinean exports be disrupted for an extended period. Our objective is straightforward: A rapid multinational stabilization mission would reduce operational uncertainty, restore confidence in critical logistics corridors and significantly mitigate long-term supply-chain disruption. This has become more than a regional security issue. It is rapidly evolving into a matter of strategic importance for global commodity markets. Please provide recommendations before tomorrow's Executive Committee meeting. Sarah Kind regards Sarah Whitmore Chief Analyst Africa Operations D +41 41 709 20 36 E-mail: [email protected] Glencore AG - Energizing today, Advancing tomorrow Baarermatstrasse 3 6340 Baar Switzerland

U.N. Security Council Pushes for Peacekeeping Mission in Guinea as Reports of Ethnic Violence Grow The United Nations Security Council is expected to vote later this week on a French-backed resolution authorizing a multinational peacekeeping mission to Guinea, following mounting reports of mass detentions, ethnic violence and the collapse of humanitarian operations across the country. The proposed mission, which would include troops and support personnel from the United States, Canada, Chad and the Republic of Chernarus, comes amid increasing international alarm over allegations that Guinea’s ruling Transitional Military Council has carried out widespread abuses against Fulani civilians while imprisoning foreign aid workers accused of supporting “foreign interference.” According to diplomats involved in negotiations, the mission would focus on protecting civilians, reopening humanitarian corridors and restoring international access to regions cut off by ongoing military operations. The crisis escalated after Guinea’s military government suspended the operations of the International Development Assistance Program, or IDAP, one of the country’s largest humanitarian organizations. Hundreds of local employees and dozens of foreign personnel affiliated with the organization have reportedly been detained in sweeping counterintelligence raids carried out over the last weeks. Guinean state media has accused IDAP workers of espionage and collaboration with foreign governments, though no public evidence has been presented to support the claims. Western officials and humanitarian organizations have condemned the arrests as politically motivated and warned that detainees are being held without legal representation or outside contact. "This is collective punishment disguised as national security,” said one senior European diplomat briefed on the detentions. “Teachers, medics, translators and logistics workers are being treated as enemy agents simply for working with an international aid organization.” Human rights monitors say the crackdown has disproportionately affected Fulani communities in southern and central Guinea, where military forces have reportedly conducted mass arrests, village searches and forced relocations under the justification of counterinsurgency operations. Witnesses interviewed by aid groups described civilians being removed from homes during nighttime raids, with young Fulani men allegedly transferred to military detention centers without formal charges. Satellite imagery reviewed by international observers appears to show several villages damaged or abandoned following recent military operations near contested security zones. On Tuesday evening, senior American officials presented what diplomats described as “irrefutable evidence” of systematic abuses targeting Fulani civilians during a closed Security Council briefing. According to officials familiar with the presentation, the United States provided classified aerial surveillance imagery, intercepted military communications and geolocated video evidence allegedly showing coordinated detention operations, civilian executions and the destruction of Fulani population centers by Guinean and auxillary military units. Several diplomats present during the briefing described the evidence as “overwhelming” and said the material significantly shifted support inside the Council toward immediate intervention. One Western official familiar with the intelligence assessment stated that the evidence demonstrated “a deliberate and organized campaign directed against Fulani civilian communities rather than isolated battlefield misconduct.” At the same time, tensions across Guinea have continued to rise sharply as both anti-government militias and forces loyal to the Transitional Military Council intensify mobilization efforts nationwide. Regional intelligence assessments reviewed by Western diplomats indicate that multiple armed factions have expanded recruitment campaigns, fortified positions near major transport corridors and increased weapons movements throughout southern Guinea over the past weeks. Guinean state media has meanwhile broadcast repeated calls for “national resistance” against alleged foreign interference, while military convoys have reportedly redeployed toward Fulani-majority regions already experiencing unrest. Diplomats and humanitarian observers fear the accelerating mobilization on both sides could push the crisis beyond isolated abuses and into a broader civil conflict if international intervention is delayed. Independent verification remains difficult after the Guinean government restricted foreign journalists and seized control of several NGO communications facilities earlier this month. United Nations officials privately warned member states that humanitarian conditions are deteriorating rapidly. Food deliveries into several rural provinces have reportedly halted entirely following the detention of IDAP logistical personnel and the military takeover of aid infrastructure. Internal U.N. assessments reviewed by diplomats describe growing risks of ethnic retaliation and large-scale displacement if international access is not restored quickly. France has taken the lead in drafting the Security Council resolution, arguing that immediate intervention is necessary to prevent further civilian casualties and stabilize humanitarian operations before the crisis spreads into neighboring states. “The objective is civilian protection and the restoration of lawful humanitarian access,” the French ambassador to the United Nations said Tuesday. “The international community cannot remain passive while aid workers disappear and entire populations face collective persecution.” Under the current proposal, American forces would provide logistical coordination and intelligence support, while Canadian and Chernarussian troops would assist with security operations around humanitarian corridors and detention monitoring sites. Chadian units are expected to support regional stabilization efforts along Guinea’s southern border regions. Russian and Chinese officials have expressed reservations about authorizing a deployment without the approval of Guinea’s ruling authorities, warning that outside intervention risks escalating tensions further. Still, support for the resolution appears to be growing as additional reports emerge from inside the country. Former detainees released from military holding sites have alleged overcrowding, beatings and interrogations centered on alleged foreign contacts. Several international aid workers remain unaccounted for. Outside United Nations headquarters on Tuesday, demonstrators gathered demanding international action and carrying photographs of detained IDAP employees and displaced Fulani families. Diplomats involved in negotiations said final language surrounding rules of engagement and detainee protection measures was still under discussion late Tuesday evening. A vote is expected before the end of the week. “The window to prevent something much worse is closing rapidly,” one senior U.N. official said. “The concern now is no longer whether Guinea is entering a humanitarian crisis. It is how severe that crisis is about to become.” Zak Wright Grand Central Times