At its 20 May 2025 Capital Markets Day (CMD), Sasol presented an “optimised” emission reduction roadmap (ERR), claiming that it will now meet its 2030 emission reduction targets at a dramatically lower cost, with no feedstock replacement and increased production levels. This, according to Sasol, “transforms decarbonisation into a value-creating opportunity, enabling us to achieve emissions targets while enhancing the long-term value of Secunda Operations”.
However, there are a host of unanswered questions about the feasibility of the “optimised” ERR. These are still not addressed in Sasol’s 2025 reporting suite.
This briefing is part of Just Share’s ongoing analysis of Sasol’s climate disclosures and is published ahead of Sasol’s 14 November AGM. We have again focused on Sasol’s Southern Africa Energy and Chemicals Business, which is responsible for “Mining, Gas, Operations, and Fuels and Chemicals sales and marketing”. Its operations include Secunda Operations, Sasolburg Operations, National Petroleum Refiners of South Africa (Natref), and international operations in Qatar and Mozambique.
