Integrated_Annual_Report_2026 - Flipbook - Page 32
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
RISKS AND OPPORTUNITIES CONTINUED
GMR Watchlist to track and monitor emerging risks
Emerging risks are uncertain and potentially disruptive, often driven by shifts in technology, policy,
economic conditions, or geopolitics, and may not be effectively addressed through traditional risk tools.
Guided by its ERM Framework and Risk Policy, Sasol identifies and monitors emerging risks through
environmental scanning and incorporates relevant insights into planning and decision-making.
• Heightened geopolitical
instability and conflict
elevating risk of regional
disruptions including civil
unrest
• Rising protectionism, tariffs,
and sanctions impacting
supply chains and market
access
• Political instability, civil
TECHNOLOGY
DEVELOPMENTS
INCREASING CYBER
THREATS
• Rapid digitalisation and
CLIMATE AND ENERGY
TRANSITION RISKS
• Uncertainty around
the pace, timing, and
affordability of the energy
transition
• Growing sophistication of
• Shifting energy demand,
• Increasing complexity
SUPPLY CHAIN AND
UTILITIES DISRUPTIONS
• Ongoing supply chain
artificial intelligence
increasing cyber and data
risk exposure
cyber threats, including
ransomware and OT
attacks on critical
infrastructure
• Detecting early signals that may evolve into significant risks
• Embedding insights into scenario analysis and resilience strategies
• Collaborating across the organisation to assess potential impacts on operations, reputation,
and performance
Sasol recognises that the emerging risks affects the GMRs directly and indirectly.
GEOPOLITICAL
THREATS
Sasol’s approach enables us to remain agile and prepared for emerging challenges
and includes:
technology adoption, and
policy alignment creating
execution risk
• Energy market volatility
fragility driving cost inflation
and delays
STAKEHOLDER ACTIVISM
(SHAREHOLDERS,
ACTIVISTS AND NGOS)
REGULATORY AND POLICY
UNCERTAINTY (NEW)
• Growing ESG and climate
• Rapid and complex
scrutiny from shareholders,
activists, and NGOs
• Infrastructure and utility
• Activist influence on public
reliability impacting
operational resilience
discourse, financing, and
expectations
• Resource constraints
• Evolving expectations for
affecting production
continuity and flexibility
disclosure, transparency
and engagement practices
driven by geopolitical
developments
regulatory change creating
planning and investment
uncertainty
• Shifting compliance
requirements and
enforcement impacting
affordability and execution
• Policy direction increasingly
influenced by energy
transition, geopolitics, and
stakeholders
unrest and regulatory
uncertainty weakening
investment confidence
and interconnectedness
of digital and operational
technology systems
• Diversifying sourcing and
routes to reduce regional
dependence
• Strengthening cyber
resilience, digital
governance, awareness
and intensified training
• Maintaining flexibility
in investment and
portfolio decisions amid
uncertainty
• Leveraging technology
and automation to
improve reliability, safety,
and efficiency
• Advancing transition
opportunities while
balancing affordability,
reliability, and security
• Intensify training to
ensure relevance
• Monitoring energy
markets to anticipate
shifts and maintain
competitiveness
KEY RESPONSE
• Enhancing geopolitical
scanning and scenario
analysis for decisionmaking
• Strengthening regional
and partner resilience to
mitigate disruptions
• Collaborating with
partners to enhance
threat intelligence and
defence capabilities
• Building supply chain
resilience through
diversification,
localisation and
alternative sourcing
• Investing in asset
reliability and
infrastructure resilience
to mitigate disruptions
• Driving efficiency and
optimisation to offset
cost and resource
constraints
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• Enhancing disclosure
transparency,
consistency, and quality
to build trust
• Proactively engaging
stakeholders to
understand expectations
and concerns
• Using stakeholder
insights to strengthen
strategy and long-term
value creation
• Monitoring regulatory
changes to inform
strategy
• Engaging regulators
and industry to support
pragmatic outcomes
• Using regulatory insight
to anticipate change and
opportunities
• Building flexibility into
investment opportunities
