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HOWARD WEIL ENERGY CONFERENCE – Sasol Limited

Sasol Limited · Mar 12, 2012 · 18 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 1
    Sasol overview Howard Weil Energy Conference, March 2012 JSE: SOL NYSE: SSL
  2. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 2
    Sasol at a glance Sasol is an integrated energy and chemicals company The worlds largest producer of synthetic fuels Turnover R142bn1 World leader in gas-to-liquids (GTL) and coal-to-liquids (CTL) technology Market cap R239bn1…
  3. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 3
    business clusters South African cluster International cluster Exploration Synfuels Energy Mining Synfuels Oil Gas and production international Contribution to total sales (2011) 5% 19% 27% 3% 1% 2% Contribution to operating profit…
  4. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 4
    financial results for the six months ended 31 December 2011 JSE: SOL NYSE: SSL
  5. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 5
    delivering superior shareholder returns financial performance highlights Operating profit up 70% to R20,5bn Headline earnings per share up 81% to R23,50 Cash generated by operations up 50% to R22,7bn Interim dividend up by 84%…
  6. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 6
    strong growth in operating profit % vs Operating profit (Rbn) 1H12 1H11 SA Energy 13,5 81 SA Energy benefits from higher prices International Energy 1,2 32 Strong performance from ORYX GTL Chemicals deliver higher product prices and…
  7. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 7
    committed to delivering superior shareholder returns Dividend per share (ZAR) 18 Rand TSR 77% US TSR 53% 12 6 0 2006 2007 2008 2009 2010 2011 2012 Interim Final Progressive dividend growth 3. Source: Bloomberg 31…
  8. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 8
    sustainable value creation Strategy update JSE: SOL NYSE: SSL
  9. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 9
    global energy trends Towards the golden age of gas Global energy demand will be 30% higher Global consumption of fossil fuels % 55 by 2040 led by developing regions Most widely used fuels will remain oil, coal 45 and gas…
  10. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 10
    our strategic agenda continues to serve us well Foundation Sustainable growth Definition of victory Operations Accelerate GTL, Excellence Develop and empower focused CTL growth our people Functional Excellence Grow related…
  11. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 11
    GTL fuel - a world class product Colourless, clean burning fuel for use in Compatible with existing engine technology diesel and jet engines and distribution infrastructure High cetane number, virtually sulphur and Enables the…
  12. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 12
    ORYX GTL, our GTL flagship In operation and highly successful Joint venture between Qatar Petroleum (51%) and Sasol (49%) 32 400 bbl/d design capacity, producing ultra-low sulphur diesel, naphtha and LPG Stable operation (80-90%…
  13. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 13
    project pipeline offers significant opportunity Feasibility FEED/EPC Accelerate GTL, Canada GTL Uzbekistan GTL focused CTL US GTL Escravos GTL Grow chemicals on Integrated US chemicals Tetramerisation basis of technology or…
  14. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 14
    upstream gas operations JSE: SOL NYSE: SSL
  15. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 15
    Mozambique natural gas project A pioneering project and partnership between Sasol and the Mozambique and South African governments Equity Sasol 70% (Operator), CMH On stream 2004 25%, IFC 5% in the Central Processing Facility…
  16. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 16
    Canada shale gas acquisitions Sasol acquired 50% of Farrell Creek and TLM land Cypress A Sasol/TLM land Basin One of the most prolific shale plays in North Major pipeline America All year access and excellent infrastructure…
  17. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 17
    outlook on growth creating a geographically balanced growth portfolio will require us to focus on emerging markets and outside current countries of operation West Africa Sustain and optimise Australia / Asia production in Gabon…
  18. HOWARD WEIL ENERGY CONFERENCE – Sasol Limited – slide 18
    Questions and Answers JSE: SOL NYSE: SSL

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