Sasol Limited · JSE:SOL
Sasol — Investor Presentation (April 2015)
17 slides from Sasol's investor presentation, April 2015
Slide 1: Gas Monetisation
GAS MONETISATION Providing the basis for a strong and sustainable economy Elfranco van Loggerenberg Sasol Senior Vice President: Business Development & Portfolio Management
Slide 2: Disclaimer: forward-looking statements
Disclaimer: 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 state
Slide 3: We are a global company with African roots
We are a global company with African roots Sasol is an international integrated energy and chemicals company that leverages the talent and expertise of our more than 33 000 people working in 37 countries. We develop and commercialise technologies, and build and operate world-scale facilities to prod
Slide 4: Ten years ago, through strong in-country partnerships, we pioneered gas monetisation in Southern Africa
Ten years ago, through strong in-country partnerships, we pioneered gas monetisation in Southern Africa Developed stranded gas fields in Mozambique Together with our Mozambique partners, Sasol contributed to the creation of a through collaborative favourable and safe investment partnerships climate
Slide 5: Strategic partnerships are key to creating a successful business
Strategic partnerships are key to creating a successful business Partners in the Central PeSS - joint venture between Equity in pipeline Processing Facility (CPF) Sasol (49%) & Petromoc (51%) company (ROMPCO) Sasol 70% (Operator), PeSS supplies liquid fuel and Sasol 50% (Operator), Moçambicana de lu
Slide 6: Sasol provided an anchor offtake to facilitate the development of gas fields in Mozambique
Sasol provided an anchor offtake to facilitate the development of gas fields in Mozambique Mozambique >300% Growth South Africa ENH consumption Royalty gas to Maputo ENH: Vilanculos Reticulation 2012: 4 MGJ/a Sasol Pande Secunda Royalty 2004: gas <1MGJ/a Natural gas Central fields Processing Ressano
Slide 7: Continuing to grow our existing operations aimed at enhancing reservoir deliverability
Continuing to grow our existing operations Investing in growing capacity beyond Low and high pressure compression, our 183 MGJ/a current capacity and electrical expansion projects Looking for opportunities for additional aimed at enhancing reservoir production from our existing producing deliverabil
Slide 8: ROMPCO – an example of a successful cross border public private partnership
ROMPCO – an example of a successful cross border public private partnership US$140 million pipeline completed in 2010 Over US$200 million investment to increase pipeline capacity to support market development in Mozambique and South Africa Central Processing Facility, Mozambique A new era for Sasol
Slide 9: Ongoing investment has enabled growth in both Mozambican and South African gas markets
Ongoing investment has enabled growth in both Mozambican and South African gas markets ROYALTY GAS To date, gas taken in kind has grown by 33% Sasolburg • First permanent (compound annual growth Gas Engine gas-to-power plant in rate) driven by significant Power Plant South Africa growth in the Mozam
Slide 10: The Rovuma discoveries hold significant promise for Mozambique and the East and Southern African region
The Rovuma discoveries hold significant promise for Mozambique and the East and Southern African region. Mozambique has raised projections for the amount of natural gas contained in the Rovuma Basin from 170 - 200 tcf Natural gas discoveries in Mozambique are some of the largest finds in the world i
Slide 11: Enhancing the benefits of in-country monetisation
Enhancing the benefits of in-country monetisation LNG opens up export opportunities, but in-country monetisation is also needed to enable socio- economic development – expectations are that this will happen in parallel Sasol is an ideal partner for this because: • We are an African-based company con
Slide 12: We have proven, global expertise in gas monetisation
We have proven, global expertise in gas monetisation Uzbekistan GTL Canada GTL ~38,000 bbl/d ~48,000 bbl/d FEED phase Feasibility phase ORYX GTL ~32,400 bbl/d Mozambique: Conducting Consistently operating a pre-feasibility study with Lake Charles GTL above design capacity ENH and Eni for a GTL since
Slide 13: Committed to further development in Mozambique
Committed to further development in Mozambique 34°30'0"E 34°45'0"E 35°0'0"E 35°15'0"E 35°30'0"E ! ! ! Pipelines N Roads Pande G-10 Towns_CPF The PSA licence is adjacent to 21°15'0"S PSA 21°15'0"S PPA the current producing PPA area: • Separated from the initial ! Pande Main ! commercial discoveries t
Slide 14: And ongoing exploration
And ongoing exploration • Area A: entered Second Licence Period to drill Grudja amplitude supported anomaly in a relatively unexplored part of the Mozambique basin • Concluding a farm out of 40% interest • Looking at upcoming bid round blocks with interest Grudja G-6 A new era for Sasol 14
Slide 15: Facilitating shared value in Mozambique
Facilitating shared value in Mozambique • Targeted skills development of Mozambican nationals to sustain the oil and gas industry at various levels • Advance the bursary and learnership programme as well as university collaboration • Local content policy stipulates local ownership, but also local em
Slide 16: Diversifying energy sources, enabling access to cleaner energy
Diversifying energy sources Enabling access to cleaner energy Sasol and its partners are developing a 20 000 tpa LPG facility which will: • Improve balance of payments • Reduce LPG imports Household using natural gas for cooking • Stimulate growth amongst distributors Gas reticulation systems and re
Slide 17: Looking ahead to the next decade
Looking ahead to the next decade Partner for success Commitment to community Operations development ● Pursue exploration activities ● Build local skills and supplier capacity ● Optimise current assets ● Pursue sustainable ● Explore additional relations with community opportunities to monetise stakeh