Company Overview

Sasol Limited is an integrated energy and chemical company that operates primarily in the energy, chemicals, and fuels industries. The company is best known for its proprietary coal-to-liquids (CTL) and gas-to-liquids (GTL) technologies, which convert coal and natural gas into liquid fuels and chemical products. Sasol’s core revenue drivers include the production and sale of liquid fuels, basic and performance chemicals, and related energy products serving industrial, commercial, and consumer markets.

Founded in 1950 in South Africa, Sasol was originally established to support domestic fuel self-sufficiency through coal conversion technologies. Over time, it evolved into a global chemicals and energy company with operations spanning multiple continents. The company holds a distinctive strategic position due to its large-scale integrated production facilities, long-standing proprietary technology platforms, and deep exposure to both upstream feedstocks and downstream chemical markets.

Business Operations

Sasol operates through two primary business segments: Mining, Energy, and Chemicals, with the Chemicals and Energy segments generating the majority of revenue. The Energy segment encompasses fuel production, gas operations, and marketing of liquid fuels, while the Chemicals segment produces a wide range of commodity and specialty chemicals used in sectors such as automotive, construction, agriculture, and consumer goods. The Mining segment supplies coal primarily to Sasol’s own South African operations.

Operations are both domestic and international, with major assets including integrated production complexes in South Africa and the United States. Sasol controls significant proprietary technologies, including Fischer-Tropsch synthesis, and owns key subsidiaries such as Sasol South Africa Limited and Sasol Chemicals North America, LLC. The company also participates in joint ventures related to gas development and chemical production, supporting feedstock security and market access.

Strategic Position & Investments

Sasol’s strategic direction focuses on operational stability, balance sheet strengthening, and long-term transition toward lower-carbon and sustainable operations. Growth initiatives emphasize optimization of existing assets rather than large-scale greenfield expansion, alongside selective investments in higher-margin chemical products. The company has previously undertaken major capital projects, most notably the Lake Charles Chemicals Project, which significantly expanded its U.S. chemicals footprint.

In recent years, Sasol has prioritized portfolio simplification, asset disposals, and capital discipline while advancing decarbonization initiatives such as emissions reduction, energy efficiency improvements, and evaluation of green hydrogen and sustainable fuels. Its portfolio includes notable subsidiaries such as Sasol Chemicals USA LLC and stakes in gas and pipeline infrastructure that support long-term feedstock access.

Geographic Footprint

Sasol’s headquarters are located in South Africa, with its most significant operational presence also concentrated there, including large-scale fuel, chemical, and mining facilities. Internationally, the company maintains a substantial footprint in North America, particularly in the United States, where it operates chemical manufacturing assets and related infrastructure.

Beyond its core regions, Sasol has market and operational exposure across Europe, Asia, and parts of Africa, supported by sales offices, joint ventures, and technology licensing activities. While South Africa remains the center of integrated production, international operations play a critical role in revenue diversification and global market reach.

Leadership & Governance

Sasol is governed by a unitary board structure and led by an executive management team with extensive experience in energy, chemicals, and large-scale industrial operations. Leadership emphasizes safety, capital discipline, and long-term sustainability, with a stated strategic vision centered on value preservation, operational excellence, and responsible energy transition.

Key executives include:

• Simon Baloyi – President and Chief Executive Officer
• Hanre Rossouw – Chief Financial Officer
• Sarushen Pillay – Executive Vice President: Chemicals
• Mark Munroe – Executive Vice President: Energy Operations
• Fatima Doman – Executive Vice President: Human Resources & Corporate Affairs

The leadership team operates under governance frameworks aligned with South African regulatory standards and international best practices, as outlined in SEC filings and annual integrated reports.