Integrated_Annual_Report_2026 - Flipbook - Page 57
INTRODUCTION
SASOL AT A
GLANCE
DRIVING SUSTAINABLE
VALUE CREATION
EXECUTING
STRATEGY
DELIVERING
BUSINESS VALUE
SUMMARISED FINANCIAL
PERFORMANCE
CORPORATE
GOVERNANCE
SUSTAINABILITY
REPORT
STRENGTHEN OUR FOUNDATION CONTINUED
THRIVING IN TIMES OF UNCERTAINTY
DESTONING AT MINING
During FY26, Sasol operated in a complex and volatile global energy and chemicals
environment characterised by supply disruptions and geopolitical uncertainty. Despite
these conditions, the business demonstrated resilience through sustained operational
stability and disciplined execution across the value chain.
Improving coal quality to restore the
Southern Africa value chain
A key feature of this resilience was Sasol’s ability to maintain reliable supply to customers.
This reflects the strength of the integrated operating model, diversified feedstock base
and operational flexibility, enabling a consistent response to external shocks.
In South Africa, Sasol continues to provide a cornerstone of national energy and chemical
supply, supporting industrial activity and economic continuity. The Chemicals portfolio
further benefits from access to locally produced feedstock, supported by global market
reach and flexible logistics, allowing the business to respond effectively to regional
dislocations.
This resilience is underpinned by an operating model focused on integrated planning,
operational flexibility, reliable supply and consistent execution. These attributes enable
Sasol not only to withstand volatility, but to deliver value through it.
approximate
reduction
in Natref’s
greenhouse
gas emissions
profile
ASSURANCE /
ADMINISTRATION
BUILDING CREDIBILITY
THROUGH PERFORMANCE
Southern Africa Energy and Chemicals continued
6%
REMUNERATION
REPORT
Advancing decarbonisation while strengthening operational
resilience
Sasol continues to progress targeted decarbonisation initiatives across
its Southern Africa operations, with a focus on improving environmental
performance while reinforcing operational stability.
A key milestone in FY26 was the successful transition to low-carbon
steam generation at Natref, with all three low-carbon boilers achieving
beneficial operation and replacing coal-derived steam supply. This
transition supports compliance with evolving emissions standards,
while delivering a meaningful reduction in greenhouse gas emissions.
The destoning plant reached BO in
December 2025, representing a key FY26
milestone to strengthen the Southern Africa
value chain for more reliable performance in
FY27. Processing coal through the destoning
plant has delivered a significant reduction in
sinks*-content, thereby improving the overall
quality of the coal blend.
To support gasifier availability improvements
at SO during the ramp-up of the destoning
plant, a portion of the own coal production
was temporarily replaced with higher
quality purchased coal containing lower
sinks content. With the phased ramp-up
of the destoning plant during H1 FY26, the
low-quality sections were started up in a
phased manner, supporting an increase
in saleable production and reduction in
external purchases.
Other quality improvement initiatives,
include the piloting of X-Ray sorting
technology to reduce sinks-content,
beneficiating strategic stockpiles through
air separation plant technology, introducing
online coal analysers to provide realtime quality information for blending, and
implementing operational improvements to
minimise the amount of fine coal generated
in the coal mining and conveyance
processes.
Ongoing improvements at the destoning
plant and other quality improvement
initiatives are expected to reduce sinks,
to remain below 12% in FY27, supporting
improved production levels at SO going
forward.
* Non-coal or inorganic
rock within Run-of-Mine
coal with a relative
density >1,95.
We are continuing with systematic process
improvements at the destoning plant to
further optimise yield and throughput.
NATREF HYBRID PROJECT
Future CF II and biofuels compliance
Beyond emissions reduction, the project strengthens the reliability and sustainability of steam
supply to the refinery, reducing dependency on external coal-based sources and enhancing
operational resilience. This reflects Sasol’s broader approach of integrating sustainability
objectives with core operational priorities.
The Natref Hybrid Project continues to progress as part of Natref’s response to evolving fuel
specifications and future biofuels requirements. By enhancing the flexibility of existing infrastructure,
the project will enable the production of cleaner fuels while supporting the refinery’s long-term
competitiveness and operational sustainability.
These initiatives form part of a structured pathway to progressively reduce the environmental
footprint of operations, while maintaining safe, reliable and compliant production in a transitioning
energy landscape.
Following the final investment decision in January 2025, execution progressed during FY26 and the
project remains on track for completion in FY27. Once complete, the project will strengthen Natref’s
ability to respond to changing market and regulatory requirements, supporting reliable fuel supply and
the long-term resilience of the refinery.
SASOL INTEGRATED REPORT 2026
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