Integrated_Annual_Report_2026 - Flipbook - Page 102
INTRODUCTION
SASOL AT A
GLANCE
DRIVING SUSTAINABLE
VALUE CREATION
EXECUTING
STRATEGY
DELIVERING
BUSINESS VALUE
SUMMARISED FINANCIAL
PERFORMANCE
CORPORATE
GOVERNANCE
SUSTAINABILITY
REPORT
REMUNERATION
REPORT
ASSURANCE/
ADMINISTRATION
ENVIRONMENT CONTINUED
Energy efficiency continued
EnEf Improvement from
FY26 ENERGY
EFFICIENCY
PERFORMANCE
FY05 baseline (%)
2026
2025
Group
Secunda Operations
Sasolburg Operations
Natref
Chemicals America
Chemicals Eurasia
18,0
15,9
25,3
11,9
26,9
40,9
18,3
16,5
16,3
4,0
44,7
37,6
If FY25 would be calculated on a consistent base with the adjusted
baseline1 used for FY26, the Group number for FY25 would be 16,2% and
for Chemicals America 9,9%. On a comparable basis, Chemicals America
achieved an improvement in energy efficiency.
For FY26 Sasol Group recorded an Energy Efficiency
improvement of 18,0% against the FY05 baseline.2 The outcome
was primarily driven by energy efficiency improvements at
Sasolburg Operations and Natref.
The FY performance was influenced by the following
operational factors across the Group:
Secunda Operations
FY25 was characterised by atypical, low-throughput operating
conditions, driven by constrained production, coal supply and
plant unavailability. These atypical conditions were actively
managed to optimise energy use which included selective
decommissioning of energy-intensive units, higher Eskom imports
and substituting feed with natural gas. FY26 reflects a return
to higher and more stable production, supported by the coal
destoning project, with increased utilisation of inherently more
energy-intensive coal-to-liquids (CTL) assets, reduced flexibility
to selectively decommissioned equipment, and higher steam and
electricity demand. Further improvements were limited by natural
gas shortages and equipment failures. These changes represent
a normalisation of operations rather than a deterioration in
energy-management discipline.
Sasolburg Operations
International Chemicals – America
Sasolburg Operations delivered a substantial improvement in
energy intensity, supported by:
Chemicals America recorded a 26,9% improvement against the
FY05 baseline. Production volumes increased by 14,7% versus
the previous year, demonstrating improved asset utilization and
operational performance.
• Reduced steam exports to Natref
• Lower fuel gas consumption at plants
• Improved performance at the Sasol Gas Engine Power
Plant (SGEPP)
Strong production following the shutdown resulted in high
throughput units performing well. The recent performance has
seen increased production, stable operations and generally stable
boiler performance since the 3rd quarter of FY26.
Record steam turbine generation and stable operations at
Sasol’s steam generation unit (Steam Station 1) improved boiler
efficiency, leveraging the positive impact from the introduction of
Secunda fine coal as well as reduced fuel oil usage. Sasolburg
Operations continues to show sustained recovery following earlier
operational constraints.
International Chemicals – Eurasia
International Chemicals Eurasia experienced a moderation in
energy efficiency in H1 FY26, driven primarily by external factors.
At Sarroch (Italy), external power disruptions and feedstock
supply challenges led to multiple restarts. At Augusta (Italy),
lower production volumes due to feedstock limitations and the
mothballing of the HF unit impacted performance. This was
partially offset by strong performance at Nanjing (China), which
delivered excellent energy intensity improvement driven by
higher production volumes and the execution of energy efficiency
projects. In H2 FY26, overall performance improved, with energy
intensity trending positively as production volumes increased
across most sites and generally stable operations.
Natref Operations
At Natref Operations, lower production volumes and elevated
energy intensity was experienced earlier in FY26 due to a
combination of planned and unplanned refinery shutdowns.
Subsequent continuous improvements in crude volumes
processed materially increased by 21,3% from the previous year
which improved the energy intensity performance, particularly
following the commissioning of the new low-carbon steam boilers
and the reduced reliance on steam imports from Sasolburg
Operations. Despite crude supply challenges arising from the
Middle East conflict, Natref operated at its full crude allocation
and delivered a substantial improvement in energy efficiency.
Definitions
Energy
efficiency
Energy intensity of FY divided by the
baseline energy intensity reference
Energy
intensity
Total utility energy in GJ used in the
FY divided by tons of net production
Progress towards the national energy efficiency target
Sasol’s energy efficiency target aligns with South Africa’s National Energy Efficiency Strategy and
is aspirational rather than punitive, requiring demonstrable and sustained effort over time. In FY26,
Sasol has achieved an 18% improvement against the 2005 baseline.
1
Based on shareholding changes and asset divestiture.
2
These calculations are based on EnEf using net production and not total production.
Achieving the 30% energy efficiency improvement target by 2030 remains an ambitious target.
However, sustained and coordinated execution of a portfolio of operational, digital, and capitalenabled initiatives, integrated within Sasol’s broader decarbonisation and asset optimisation
roadmap, is expected to progressively close the remaining performance gap over time.
SASOL INTEGRATED REPORT 2026
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