Investor Presentaiton
KEY TAKEAWAYS (2/2)
The progressive repurposing of FT facilities to sustainable feedstocks and products is:
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compatible with a national net zero end state;
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aligned with the Just Energy Transition;
a catalyst for green investments and jobs in the Mpumalanga region (currently dominated by coal mining sector); and
a significant contributor to South Africa's decarbonisation efforts (~57 Mtpa of CO2 emissions avoided).
The unintended consequence of the draft DA in their current form would make it impossible to meet EU product certification
requirements, increasing the risk of securing or accelerating the investments required to meet climate objectives
Opening the door to the EU market for low carbon synthetic aviation fuels from South Africa would create opportunities for
the construction of additional 20 GW of electrolyser capacity in areas like Secunda, and roughly twice as much renewable
capacity to power it. This will eventually result in a suite of low-carbon synthetic fuels and chemicals required to achieve
decarbonisation of hard-to-abate sectors such as aviation and industrial chemicals for the global markets.
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