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Category: Chemicals

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Sasol: Spotlight on earnings – latest profit drivers

Dec 18, 2020Gerhard EngelbrechtChemicals

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

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Sasol: Spotlight on earnings – latest profit drivers

Dec 11, 2020Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Mozambican gas – talking to an expert

Dec 5, 2020Gerhard EngelbrechtChemicals

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.

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Sasol: Spotlight on earnings – latest profit drivers

Dec 4, 2020Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Spotlight on earnings – latest profit drivers

Nov 27, 2020Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Spotlight on earnings – latest profit drivers

Nov 20, 2020Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Spotlight on earnings – latest profit drivers

Nov 13, 2020Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Ethane markets tighter in Texas– higher prices?

Nov 10, 2020Gerhard EngelbrechtChemicals

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

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Sasol: Spotlight on earnings – latest profit drivers

Nov 5, 2020Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Spotlight on earnings – latest profit drivers

Oct 30, 2020Gerhard EngelbrechtChemicals

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

READ MORE

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