Sasol: Outlook for 2021 – lower risk but still volatile
We have adjusted our profit estimates to reflect recent movements in commodity prices and the stronger than expected rand.
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Sasol: Mozambican gas – talking to an expert
We hosted a call with Johan de Vos, CEO of Gigajoule. Gigajoule is an investor in the Matola LNG project, looking to supply Mozambique and potentially South Africa with natural gas.
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Sasol: Ethane markets tighter in Texas– higher prices?
While ethane rejection rates remain high in the US, surpluses are falling in Texas. Transportation of ethane from other regions could add around 10cpg to ethane prices without breaching the propane ceiling. This could cut EBITDA at the LCCP by about $70mn
Sasol: Spotlight on earnings – latest profit drivers
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22