Integrated_Annual_Report_2026 - Flipbook - Page 33
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
Opportunities
Sasol’s opportunity identification is integrated with ERM, strategic planning, and business performance processes. Opportunities are identified through the same
materiality-driven lens used to assess GMRs, focusing on value and resilience arising from risk responses, strategic initiatives and external change. The table below
summarises selected high impact opportunities which are linked directly and indirectly to the GMRs.
1
OPP1
Value realisation from market
dislocations and supply
disruptions
1
OPP2
Accelerating geopolitical instability,
logistics disruption and demand shifts
are creating short- to medium-term
pricing, margin and regional arbitrage
opportunities, particularly in the energy
and chemicals markets.
OPP6
Digital and technology enablement
(AI, OT, cyber, advanced analytics)
Investments in digital resilience and
analytics improve asset performance,
predictive maintenance and
decision-making while strengthening
cyber detection capabilities.
OPP6
Operational and cost resilience
through transformation initiatives
1
OPP3
Feedstock and supply chain
diversification
OPP4
Carbon tax recycling and transition
incentives
Transformation programmes addressing
underperformance also unlock
structural improvements in unit costs,
cash generation and earnings resilience
across cycles.
Diversifying crude baskets, sourcing
options and operational configurations
reduces dependence on constrained
inputs and strengthens long-term
supply optionality.
Evolving carbon tax frameworks and
recycling mechanisms or similar
investment allowance provide
opportunities to offset carbon cost
exposure through reinvestment
into abatement, efficiency and
transition-aligned initiatives.
Geopolitical fragmentation and
strategic positioning in South
Africa
Electricity market reform and
supply optionality
Chemicals portfolio
repositioning
OPP7
Geopolitical shifts and industrial policy
are heightening the focus on energy
security and local value creation,
opening opportunities to strengthen
strategic positioning and stakeholder
partnerships.
SASOL INTEGRATED REPORT 2026
Structural reform in South Africa’s
electricity market enables diversification
of supply, improved cost stability and
reduced reliance on a single provider.
32
OPP8
Changing market dynamics create
opportunities to optimise portfolios,
redirect volumes and strengthen
regional market positions through
sustainable solutions and attractive
offerings.
