BNC#9 | Baloyi Q&A: Trump tariffs, Hormuz fallout, SA's offshore gas, what Sasol's worth to SA's GDP

Sasol's oil hedges are built for a $50-a-barrel world, its Qatar plant has been switched on and off every three weeks by fighting near the Strait of Hormuz, and its biggest customer market just hit it with a 30% tariff. CEO Simon Baloyi sits down to unpack how a company this exposed to global chaos stays standing, what a $12 billion bet on Louisiana is actually returning, and why he thinks South Africa is about to miss out on its own offshore gas boom.