Sasol: providing integrated energy solutions Ebbie Haan: Managing Director, Sasol Petroleum International Upstream Africa Conference, 31 October 2012 better together we deliver
global trends and Sasols response Issue Our response Acquired shale gas and accelerate GTL De-linking g of oil / g gas p price ratio creates a window for Sasol S l acquired i d 50% off F Farrellll C Creek k and dCCypress A…
Sasol providing energy solutions through our integrated value chain Committed to excellence in all we dodo, Sasol is an international integrated energy and chemical company that leverages the talent and expertise of our more than 34 000…
our integrated business model Crude oil open market purchases Fuel Refining and components blending Exploration and production of feedstock GTL/CTL Syngas Co Co- Recovery and Marketing t h l technology Coal production…
our global presence where we operate Northern Asia Europe North America Far East Southeast Asia Rest of Africa Middle East A i Asia Australasia South America Southern Africa 5
geographic split of profits and capital commitments Operating profit by region Capital commitments by region 2% 5% 1% 1% 11% 14% 4% 2% 1% 77% 82% South Africa Rest of Africa Europe The Americas Southeast Asia and…
our products Our fuels, chemicals and related products benefit the lives of millions of people around the world. From hot-melt adhesives, car parts, chip coatings, printing inks, household and industrial paints, mobile phone…
making a positive contribution to the countries in which we operate South Africa Flagship Fl hi projects j t Sasolburg Secunda Value-add to South Africa Industrial development Social development p better together we…
enabling industrial development Over 60 years ago, we pioneered the process of converting low-grade coal to produce liquid fuels, gas and chemicals Our mining operations serve as the j y of our critical foundation for the majority…
contributing to social and economic development Two towns established Sasolburg: Population of over 140 000 Secunda: over 200 000 Committed R309m (US36m) to socio-economic development in South Africa in FY12 Surpassed Mining…
making a positive contribution to the countries in which we operate - Mozambique Flagship projects Natural gas project Value-add to Mozambique Energy security and solutions Economic and social development better together…
our natural gas value chain Mozambique South Africa Royalty Pande Gas 183 MGJ/a Central Natural N t l Ressano gas fields Processing Garcia Rompco Pipeline Sasol Gas Facility 50% Sasol Gas 25% iGas 25% Companhia PPA…
delivery on our current assets US307m CPF expansion project - 50% increase to 450 MMscf/d Over 600 Mozambicans employed US64m spent on Mozambican suppliers Domestic gas sales agreements concluded for 25 MGJ/a Planned…
exploration focused on growing integrated value chain in the country Time (years) Year 0 Year 6 Year 10 Year 40 Drilling Appraisal Milestones exploration well campaign FID First gas Abandonment Current assets will be polarised…
exploration ongoing activities Area A Completed airborne survey Currently acquiring 2D seismic Mupeji 1 Mupeji-1 is currently drilling Sofala 3D seismic completed within budget and schedule Received fast track 3D seismic cube…
enabling energy security in Mozambique Initial royalty y yg gas from CPF project j stimulated g growth on gas based industry in Mozambique 27mGJ/a of the CPF expanded capacity to be sold to industries in Mozambique for power…
Sasols operation has become a catalyst for social development US13m spent on social projects Plans in pplace to have 85% Mozambican operational staff by 2015 (currently 60%) Announced bursaries for Mozambican nationals Working…
making a positive contribution to the countries in which we operate - Qatar Flagship projects ORYX GTL Value-add to Qatar Diversified gas production Access to lucrative global transport markets More versatile and balanced…
assisted Qatar in achieving its vision to be a gas capital of the world Constructed worlds world s first commercial-scale commercial scale GTL plant outside South Africa - developed at a cost of US1bn Diversified gas production…
making a positive contribution to the countries in which we operate North America Flagship projects Shale gas acquisition in Canada Lake Charles complex Value add to North America Value-add Unlock natural gas resources…
Ga as volume (tcf) 0 100 200 300 400 500 600 700 800 Haynesville Source: IHS CERA 2010 Marcelllus Montn ney Horn Rivver 70 to 100 y Eagle Fo ord Cotton Vallley Shale gas has added Woodfo ord…
gas market dynamics support US strategy Shale gas boom presents unique US gas production opportunity 100 bcf/d 80 b Gas production to increase 40% 60 by 2030 40 Expect 60% 60% increase in associated 20 liquids…
Sasol shale gas and GTL project in Canada M Montney t partnership t hi Farrell Creek and Cypress A One of the most prolific shale plays in North America All year access and excellent infrastructure Source: Talisman 2011…
USA GTL - a first of a kind in North America - a value adding option to unlock natural gas resources Sasol commenced with feasibility study to evaluate viability of GTL plant in Southwest Louisiana Unlocking abundant natural gas…
making a positive contribution to the countries in which we operate Botswana Flagship projects Coal Bed Methane Possible value-add to Botswana Power generation Stimulate local economy better together we deliver 25
pioneering coal bed methane in Botswana As ppart of our overall drive to diversify y the feedstock for our economic growth in the SADC region we are pursuing a wide range of natural gas opportunities both conventional and…
Our compelling investment proposition Solid Attractive Leadingg foundation business growth strategy shareholder returns ORYX GTL flagship Growing demand for Solid balance sheet energy security and underpins growth on ainable…
Sasol: providing integrated energy solutions Ebbie Haan: Managing Director, Sasol Petroleum International better together we deliver