Faisal's questions to SASOL (SSL) leadership • H1 2023
Question
Faisal at Goldman Sachs asked how chemical demand in January and February 2023 has compared to Q4 2022, and which geographies, if any, have shown surprising strength.
Answer
Executive VP, Chemicals, Brad Griffith responded that while volumes are rebounding from the significant destocking seen in December, no single geography has surprised to the upside. He noted that the recovery is in line with the company's outlook and that they are observing a bottoming-out of pricing in Asia as China reopens its economy.