Basic Chemicals

ISOSIV paraffin unit resumes operation, restoring normal paraffin supply used for DETAL LAB and LAS and enabling Sasol to lift a prior force majeure on those products.

Profit rose year‑on‑year as upstream breakthroughs boosted oil and gas output, refining throughput and chemical sales across the industrial chain.

FEED study assesses urea liquor upgrade at Courtright, Ontario, which could add more than 400,000 short tons/year of diesel exhaust fluid capacity if FID is positive.

Revenue rose 5% to $2.0B and adjusted EBITDA increased 12% to $268M; backlog reached $23.1B. Spin-off of Mission Technology Solutions (Trinzic) targeted for Jan 4, 2027 with Investor Days in November.

Plans include renewable hydrogen, a renewable-fuel plant, pumped hydro expansion and a circular methanol facility; extends customer fuel discounts and launches a new €950m buyback.

Messer deal secures a 10‑year supply pact and a 30% stake in four sites; 2026 revenue guided at €12–13m; German sales accelerating strongly; €45m cash and 36 MW installed capacity.

Revenue rose ~4.3% excl. currency/energy; Electronics and Industrial Merchant led growth. Record investments, first €1bn buyback tranche launched and 2026–27 outlook confirmed.

JV will combine ~7.1 Mtpa capacity, pursue US$150–200m/year synergies, leverage Map Ta Phut scale and support downstream Thai and ASEAN markets.

Improved export margins and record lubricants profits drove quarter; battery unit loss narrowed despite lower sales, while ESS orders and LFP supply deals in North America strengthen outlook.

Record renewables margins and volumes, wide middle‑distillate margins, reduced leverage and an expanded Rotterdam capex estimate to ~€3.0bn with start‑up by end‑2027.