South Africa's Sasol signed an agreement to supply co-processed SAF to White Desert for Antarctica trips, signaling expansion of its renewables portfolio. The lack of disclosed volumes or terms leaves near-term visibility limited, but scaled deployment with more luxury operators could boost SSL's SAF revenue and ESG credentials.
Sasol's recent business metrics reveal a notable increase in coal production driven by improved quality, despite flooding impacts in Mozambique affecting gas output. The company adjusts its FY26 fuel sales expectations upwards while signaling caution in gas production and overall market volatility due to geopolitical tensions. Investors should watch Sasol's ability to sustain operational continuity and manage cost pressures.