What is the main reason Sasol raised its full-year EBITDA forecast for international chemicals?

The main reason Sasol raised its full-year EBITDA forecast is the sustained Middle East geopolitical conflict, which has disrupted supply—particularly via the Strait of Hormuz—for over four months, causing a sharp decline in exports of normal paraffins and linear alkylbenzene (LAB) from the region and driving up global prices; for example, U.S. and German LAB prices surged 6.1% and 8.7% respectively by end-May 2026, enabling Sasol—leveraging its leading global LAB market position—to exercise significant pricing power and lift profitability.

Why is Sasol restarting its Augusta, Italy normal paraffins production line, and what is its expected capacity and energy profile?

Sasol is restarting the previously idled normal paraffins production line at its Augusta, Italy plant due to tightening global supply of normal paraffins and LAB, with the restart directly aimed at securing feedstock supply for its downstream LAB production; the facility is expected to commence operations in the first half of FY2027 and deliver an annual normal paraffins capacity of approximately 50,000–70,000 tonnes, while being partially powered by on-site green electricity from the concurrently developed Teranova photovoltaic project—set to begin operation in H2 2026 and generate ~7.61 GWh/year.

Sasol Raises Full-Year Performance Forecast

Jul 27, 2026

Sasol raised its full-year EBITDA forecast due to higher prices driven by Middle East supply shocks on n-paraffins and LAB. Additionally, the company will restart a mothballed Italian n-paraffin plant by H1 2027 to secure raw material supply.

ccin

2026-07-27

Sasol Raises Full-Year Performance Forecast

Sasol Raises Full-Year Performance Forecast

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