Why I'm Buying Sasol: Cash Flow Up, Debt Down, Valuation Too Cheap

2025-09-02 17:51:51 ET

Thesis

Sasol Limited (NYSE: SSL ) is an integrated chemicals and energy business built on coal- and gas-to-liquids, anchored by the Secunda complex in South Africa and a big U.S. footprint at Lake Charles. Secunda is considered to be one of the world's top single-site emitters, and policy is becoming stricter on both fronts. In 2026, the carbon border regulations of the European Union will begin to incur costs, and South Africa's updated carbon tax is going to increase the bar even as it expands the use of offsets. What this really means is carbon costs are about to weigh more heavily on Sasol’s bottom line and on what customers are willing to pay....

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