Slide 1: Sasol Limited Investor Site Visit | Secunda Operations
SASOL LIMITED INVESTOR SITE VISIT | SECUNDA OPERATIONS Secunda and Mining Operations Copyright ©, 2023, Sasol
Slide 2: Sasol leadership team
Fleetwood Simon Riaan Priscillah Grobler Baloyi Rademan Mabelane President and Executive Vice Executive Vice Executive Vice Chief Executive Officer President: Energy President: Mining President: Energy Operations and Technology Hanré Charlotte Hermann Gerrit Viljoen Sarushen Pillay Rossouw Mokoena W
Slide 3: Forward-looking statements
Forward-looking statements Sasol may, in this document, make certain statements that are not historical facts and relate to analyses and other information which are based on forecasts of future results and estimates of amounts not yet determinable. These statements may also relate to our future pros
Slide 4: What you will hear today
What you will hear today Equipment reliability and coal quality interventions Secunda Operations future production Our commitment to environmental compliance Secunda Operations Simon Baloyi Copyright ©, 2023, Sasol 4
Slide 5: Management interventions ensuring SO stability
Management interventions ensuring SO stability Improved Mitigation of reliability of poorer coal critical quality equipment Improved Higher maintenance throughput of effectiveness natural gas Copyright ©, 2023, Sasol 5
Slide 6: Reliability and coal quality interventions yielding positive results
Reliability and coal quality interventions yielding positive results Bosman skirt Channel breakers Advanced control/ Machine learning The "Bosman skirt" is essentially the Channel breaker allows for better mixing A combination of machine learning feeding funnel through which coal is fed of pro
Slide 7: Effective maintenance and operation of our assets ensures delivery on volume commitments
Effective maintenance and operation of our assets ensures delivery on volume commitments and a safe operating environment Our approach to asset strategies Production focus Standard operating procedures and operation within agreed parameters Integrity Reliability-centered maintenance and quality cont
Slide 8: Higher throughput of natural gas - provides feedstock flexibility for SO
Higher throughput of natural gas - provides feedstock flexibility for SO >7,5mt SO production Additional NG to Allocation of NG based on Additional flexibility of gas strongly dependent on supplement coal and economic viability for electricity generation feedstock availability (coal improve stabilit
Slide 9: SO volume outlook - Considering factors within our control
SO volume outlook - Considering factors within our control SHORT TERM LEVERS MEDIUM-TO-LONG TERM >7,5mt Larger coal stockpile ‘Full potential’ delivery Short term coal quality LT coal supply contracts improvements Destoning solution ‘Full potential’ roll out Additional reserves Equip
Slide 10: Significant chemicals portfolio associated with SA operations
Significant chemicals portfolio associated with SA operations 3.5 – 4mtpa higher value chemicals produced in South Africa (Secunda + Secunda chemicals a key Sasolburg) intermediate feedstock for Sasolburg final products ~40% of Secunda production Agriculture film Pipes Key products marketed and sold
Slide 11: Meeting our compliance commitments by April 2025
Meeting our compliance commitments by 1 April 2025 499 (79%) emission 618 (98%) emission 622 (98%) emission sources compliant sources compliant to sources compliant to to MES1 MES1 MES1 2025 2014 2017 Current Progress made Looking ahead Invested >R7bn over last 5 years on emission reduction Comp
Slide 12: 12A illustration - load versus concentration base
12A illustration - load versus concentration base CONCENTRATION BASED LOAD BASED BASELINE Current regulation Consistent with global practices If 6 cups of coffee are consumed daily, with Sugar intake is reduced by cutting the number Sugar intake is reduced by cutting the each cup containing two teas
Slide 13: Sasol continues investing in communities
Sasol continues investing in communities Quality education and Environment, Safety and Security Community development youth development Improving technical skills of college Recycling and disposal of domestic Infrastructure upgrades and repairs learners and teachers waste streams Sports and
Slide 14: Summary: What you heard today
Summary: What you heard today Targeted Focused stability production of Cost Committed to interventions >7,5mt competitiveness of environmental yielding positive through SA value chain compliance results implementation of remains key medium term levers Copyright ©, 2023, Sasol 14
Slide 15: Copyright ©, 2023, Sasol
Copyright ©, 2023, Sasol 15
Slide 16: Abbreviations and definitions
Abbreviations and definitions bn billion SA South Africa Capex Capital expenditure SAF Sustainable Aviation Fuels CFC Cash fixed costs SO Secunda Operations CM Continuous Miner SO2 Sulphur dioxide CSI Corporate Social Investment t/cm/s tons per continuous miner per shift ERR Emission Reduction Roadm
Slide 17: Additional information
Additional information JSE: SOL ORDINARY SHARE ISIN: ZAE000006896 NYSE: SSL Cusip: 803866300 Depositary Bank: ADR JP Morgan Depositary Receipts ISIN: US8038663006 Ratio DR:ORD – 1:1 Investor Relations Media investor.relations@sasol.com alex.anderson@sasol.com +27 10 344 9280 +27 71 600