SASOL Integrated Report 2025_Final_28 August 2025 - Flipbook - Page 72
INTRODUCTION
ABOUT SASOL
STRATEGIC OVERVIEW
PORTFOLIOS
ESG
DATA AND ASSURANCE / ADMINISTRATION
REMUNERATION REPORT
GROW AND TRANSFORM
BUSINESS BUILDING continued
Renewable energy (RE)
strengthens our foundation
business and lowers carbon
intensity.
Sasol is proud to be one of the largest
purchasers of renewable energy in South
Africa, reflecting our commitment to a just
energy transition.
Our renewable energy strategy follows a
focused, two-pronged approach designed
to accelerate decarbonisation while
creating long-term value.
First, we have secured low-cost power
purchase agreements (PPAs) for shovelready renewable energy projects. These
agreements enable us to rapidly reduce
our carbon footprint by displacing
expensive and carbon-intensive electricity,
delivering immediate cost savings and
emissions reductions.
Second, the stability provided by these
PPAs creates strategic headroom, allowing
us to pivot toward equity participation and
trading positions in the renewable energy
value chain.
This positions us to capture additional
value and play a more active role in
shaping a sustainable energy future.
920 MW
secured via PPAs
and self-builds
>R4bn
>10mt
Projected
cumulative
reduction in
electricity costs
(2025-2030)
Projected
cumulative
scope 2 GHG
reduction
(2025-2030)
Protecting our gas income streams
Our gas value chain continues to operate as a profitable standalone business. As gas production in southern Mozambique declines, we are bridging the gap through nearfield extensions, methane-rich gas (MRG), and ultimately a liquefied natural gas (LNG) solution. We see an opportunity to protect and grow income from our midstream and
downstream operations, particularly as gas demand increases in South Africa.
We believe that LNG remains the only viable alternative to meet South Africa’s medium- to long-term energy needs and to support the transition away from coal-based power
generation. We are collaborating with Eskom to accelerate the development of a gas-to-power solution that would provide the anchor demand necessary to aggregate LNG.
Unlocking the next phase of South Africa’s gas economy is a complex undertaking – but Sasol is uniquely positioned to support the country’s gas ambitions.
FY25 – FY28
FY29 – FY30
FY30+
Extend
supply
Gas bridge
Aggregate
liquefied
natural gas
Continue with upstream exploration activities in
southern Mozambique to unlock further value
Offer methane-rich gas from Secunda Operations to
provide supply certainty for gas customers
Import liquefied natural gas to meet long-term external
market demand and co-develop gas-to-power demand
Preserve and grow long-term value through development of supply options and gas-to-power initiatives
Deploying technology and assets where demand is strongest
As global industries continue to evolve,
there is an accelerating shift toward
sustainable feedstocks and products.
This dynamic and rapidly growing sector
presents significant opportunities, with
innovative solutions emerging across
a wide range of industries. The transition
to more sustainable practices is not only
an environmental imperative but also a
strategic move toward long-term
resilience.
Success in this area will depend on the
ability to:
• access low-cost feedstocks;
• convert these into products; and
• place these products competitively in the
market.
We have established a Bio-Feedstock
Research Centre to evaluate the viability
and scalability of various energy
crops – including biolipids, biomass,
and biomethane – for low-carbon fuel
and chemical production, while also
fostering skills development through
academic partnerships.
In collaboration with Anglo American and De Beers, we
are converting degraded mining land into high oil-yield
crop hubs. This initiative, when combined with our Natref
refinery and established diesel customer base, provides us
with a significant competitive advantage.
In the aviation sector, mandates, such as those in the
European Union (EU), are driving viable demand for
sustainable aviation fuel (SAF).
We are well positioned to participate in this emerging
market. Through our Zaffra joint venture with Topsoe,
Customers
we are leveraging globally recognised technologies to
enable the competitive production of SAF.
Notably, Sasol and Topsoe’s technology has been selected
for the German Aerospace Center's power-to-liquid fuels
technology platform. Commercial and market readiness
are being accessed.
We are also preparing for commercial-scale SAF
production in South Africa, supported by strong EU
collaboration to ensure sustainability in our Secunda
Operations.
Sustainable feedstocks
Refining
Mining and
logistics
Aviation
Technology and assets
Feedstock supply development
Sustainable
aviation fuel
Fischer-Tropsch
Driving innovation through synergistic value-chain partnerships
SASOL INTEGRATED REPORT 2025
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