Sasol Limited (ADR) (NYSE:SSL)
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An integrated oil and gas company with complementary interests in coal, chemicals and the international development of synthetic-fuel ventures based on its proprietary Fischer-Tropsch technology.
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Like EGY, a great play on African oil fields that will become more and more important as the easy-to-get-at oil in "safe" fields (Alaska, Gulf of Mexico, North Sea) runs low. Sasol also a play on the broader African economy (eg retail gas stations), and on energy technology (coal gasification).