In light of recent developments in the Middle East and the resulting challenging market conditions, Sasol is impacted across several areas of our business and operations. 

We are closely monitoring the evolving geopolitical situation in the Middle East and have measures in place to manage potential impacts on our people, operations and supply chains to the extent possible. 

We continue to support South Africa’s energy security by contributing to reliable fuel and chemical supply, underscoring our strategic importance to the country. 

Employee safety 
The safety and wellbeing of our employees and their families remain our highest priority. Approximately 60 employees and their families located in Dubai and Qatar are accounted for, safe and supported. We remain in regular contact with our local teams, supported by global safety and security partners and guidance from local authorities.  

ORYX GTL Operations in Qatar 
The ORYX GTL facility was safely shut down in early March 2026 following the initiation of the Middle East conflict based on Qatar Energy limiting gas supply, which impacted gas availability to ORYX. The facility has not been directly impacted by the recent incidents affecting Ras Laffan Industrial City and upstream gas infrastructure. Importantly, the upstream gas fields and infrastructure to the plant also remains intact, however, upstream gas supply has not yet resumed.  

A restart of the plant will depend on gas supply being restored by the supplier, the timing of which remains uncertain. We remain in close contact with our partners and stakeholders and continue to monitor the situation closely. 

South Africa Fuel supply and National Petroleum Refiners of South Africa (Natref)  
We currently supply approximately 30% of South Africa’s domestic fuels market through our Secunda Operations and the Natref refinery. We remain focused on maintaining operational stability and meeting customer commitments, while actively managing risks across our value chains. 

We currently have sufficient fuel inventory to meet committed supply obligations across all grades, supported by stable Secunda Operations with continuous coal feedstock supply.  

At the Natref refinery, a blend of sweet and sour crude is processed. The availability of sour crude from the Middle East has been impacted; however, we have successfully implemented measures to source sour crude from alternative regions outside the Persian Gulf. 

In addition, the crude slate is being optimised to increase the use of sweet crude, extending available supply. We are also working with the South African government to access South Africa's crude reserves should it be required. 

We continue to assess options to optimise non-critical shutdown schedules, prioritising continuous operations in South Africa, without compromising safety or reliability. 

Chemicals Africa 
Approximately 5% of Chemicals Africa sales volumes are sold into the Middle East. Following the force majeure declared on 3 March 2026 by Sasol Middle East, we are proactively managing supply and logistics from our Dubai (Jebel Ali) storage facility and assessing options to redirect product from South Africa to alternative regions. 

Our chemicals sales into the South African market continues to be prioritised in response to constrained supply of chemicals from the Middle East. 

International Chemicals 
We are assessing the impact of regional shipping constraints and have implemented contingency measures. While we are experiencing increased energy and feedstock costs in certain regions, particularly Europe, we expect a positive impact on our US‑based commodity chemicals business due to stable ethane‑based feedstock and improved pricing. Any specific limitations to customers arising from the Middle East situation will be separately communicated to the customers impacted.  

We will continue to monitor the situation and provide updates.