SASOL Integrated Report 2025_Final_28 August 2025 - Flipbook - Page 26
INTRODUCTION
ABOUT SASOL
STRATEGIC OVERVIEW
PORTFOLIOS
ESG
REMUNERATION REPORT
DATA AND ASSURANCE / ADMINISTRATION
STRATEGY continued
POSITIONING FOR THE FUTURE
As we navigate a dynamic global landscape, strengthening our foundation business
remains central to our strategy. We are restoring and enhancing value across
our core operations – Southern Africa Energy and Chemicals, and International
Chemicals – while simultaneously building new, sustainable value streams.
Through operational resilience, disciplined capital allocation, and a commitment to lower-carbon
growth, we are positioning the business for long-term profitability and transformation. These
efforts are underpinned by our integrated approach, leveraging existing strengths to deliver
scalable, future-ready solutions.
STRENGTHENING OUR FOUNDATION
Southern Africa Energy and Chemicals
Restoring value from Southern Africa value chain
VOLUMES
COST
Increase
volumes
CAPEX
Cost
discipline
Efficient capital
expenditure
This approach is designed to ensure business resilience,
targeting a nominal oil breakeven of US$50/bbl by
FY28. We are confident that these interventions will
position the South African business as a compelling
investment case beyond 2030.
International Chemicals
59
58
US$/bbl
57
54
51
50
48
45
24
25
26
27
28
Year
Business Building
Resetting to improve profitability
MARKET
FOCUS
ASSET
OPTIMISATION
Shift from a
“volumedriven” to a
“value-driven”
approach
Review,
improve and
utilise assets
Building new sustainable value streams
COST
DISCIPLINE
Contain and
manage costs
Our optimised Emission Reduction Roadmap (ERR) clearly
demonstrates our ability to reduce carbon intensity while
continuing to grow value. We remain on track to meet our
emissions reduction target.
We are reshaping our portfolio through strategic investments.
The key focus areas include expanding our power business, retaining
value from gas during the transition, and accessing new market
opportunities, all while leveraging the strength of our existing
foundation.
Delivering value growth with a lower carbon intensity
We are leveraging our competitive advantages
Revised ERR creates
platform to Grow and
Transform
Assets
Feedstock
Capacity and diverse
portfolio that
addresses the needs
of multiple markets
Customers
Cost effective
feedstock and
energy cost in
North America
Research and
Development
Exceptional
relationships with
customers and
brand owners
Forecasted evolution on oil breakeven (US$/bbl)
60
GROW AND TRANSFORM
Products
Tailored portfolio
that addresses the
needs of multiple
markets
Incubate and scale opportunities
to meet customer needs on timing
and value
High
Product innovation
through Research
and Development
centres of excellence
Carbo
n
of po intensity
rtfolio
New able
tain
sus value
Sustainability
approximately 12%
GHG emissions
reduction achieved
to date1
People
Innovative and
talented people
that can meet the
challenges of today
and tomorrow
Low
Today
By 2030
>>2030
This optimised roadmap enables us to grow value from
our decarbonisation efforts and lays the groundwork
for a scalable, integrated power business.
1. Targeting 30% by 2030 scope 1 and 2 off a 2017 basis
For more detail regarding Southern Africa Energy and Chemicals refer to page 59.
For more detail regarding International Chemicals refer to page 66.
SASOL INTEGRATED REPORT 2025
25
For more detail regarding Emission Reduction Roadmap refer to page 82 and
Business Building refer to page 70.
