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S’Africa Overtakes Nigeria As Africa’s Top Fuel Importer – Report

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Nigeria has relinquished its long-held position as Africa’s largest importer of refined petroleum products following the ramp-up of operations at the Dangote Petrochemical Refinery, a new report has stated.

South Africa has now overtaken Nigeria as the continent’s largest fuel importer, according to new data from energy consultancy CITAC, signalling a seismic shift in Africa’s downstream oil market.

The refinery, which began large-scale production in early 2024, is already disrupting established trade flows across sub-Saharan Africa and reshaping the continent’s energy dynamics.

With a refining capacity of 650,000 barrels per day, the largest single-train refinery in the world, its rising output is sharply reducing Nigeria’s dependence on petrol imports.

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The latest figures released by an energy consultancy, CITAC, on Wednesday, showed that Nigeria imported 3.1 million metric tonnes of refined petroleum products in the first quarter of 2025.

In contrast, South Africa brought in 4.2 million tonnes over the same period, cementing its status as the continent’s biggest fuel importer.

“Nigerian imports are dropping as a result of the continued operation of Dangote,” said Elitsa Georgieva, Executive Director at CITAC.

“Since the beginning of this year, South African imports have been consistently the highest in sub-Saharan Africa. Crude throughput across sub-Saharan African refineries rose by 77.8 per cent year-on-year in 2024, jumping from an average of 382,500 barrels per day in 2023 to 680,100 barrels per day in 2024. This leap was almost entirely driven by the Dangote plant.”

The development marks a significant milestone for Nigeria, which has for decades paradoxically relied on imported fuel despite being Africa’s top crude oil producer.

The report further estimated that Nigeria’s total refined fuel imports for 2025 will fall to 6.4 million tonnes, less than half of South Africa’s projected 15.5 million tonnes.

“The Nigerian market has undergone major product flow changes since mid-2023. The long-awaited 650 kb/d Dangote refinery near Lagos began operations in January 2024, steadily ramping up throughput and streaming secondary units throughout the year. Output from the Dangote refinery has displaced the bulk of international clean products imports in West Africa,” the report explained.

The Dangote refinery has become a major source of petroleum product offtake and has ramped up to 550,000 barrels of refining capacity per day. While Nigeria’s imports are on the decline, South Africa’s dependence on foreign fuel is deepening.

Its growing reliance on imported fuels stems from a sharp decline in its refining capacity. Industrial accidents, ageing infrastructure, and chronic underinvestment have forced the shutdown of several facilities since 2020.

Transnet SOC Ltd, South Africa’s state-owned logistics company, reports that imports now meet over 60 per cent of national fuel demand. The situation worsened in 2022 when the country’s largest refinery, Sapref, a joint venture between Shell Plc and BP Plc, was idled.

Although the government acquired the plant in 2023 in a bid to restart operations, no relaunch date has been confirmed. “South Africa’s infrastructure is mature, but its refining shortfall is now attracting foreign traders who can bridge the gap,” said an industry executive involved in the Shell divestment talks.

Analysts say Nigeria’s reduced import dependency could support the naira, relieve pressure on foreign exchange reserves, and narrow trade deficits. The shift also has fiscal implications for the government, which has historically spent heavily on subsidising imported fuel.

Meanwhile, Swiss-based oil trader Mocoh has said it’s undergoing a strategic overhaul as the Dangote refinery reshapes fuel supply dynamics across West Africa, disrupting traditional trade routes and prompting a shift in business models.

For years, Mocoh built its core business around supplying premium motor spirit, popularly known as petrol, to Nigeria, Africa’s largest oil consumer, relying heavily on deals with the Nigerian National Petroleum Company Limited.

However, that changed dramatically with the phased start-up of the 650,000 barrels-per-day Dangote refinery, which began supplying large volumes of fuel to the domestic market in 2024.

“In early 2025, we saw a paradigm shift,” said Olivier Lassagne, Mocoh’s new CEO, in an interview with Platts. “We lost most of our petrol trade with NNPC, but that’s pushed us to grow beyond our traditional niche and reposition for the future.”

Moscow, which has operated in Nigeria for nearly three decades, has found new footing by partnering with Dangote to export surplus fuel to regional markets like Benin, Cameroon and Burkina Faso.

Yet, competition is fierce. Dangote has so far favoured trading giants like Vitol, BP and Trafigura for major offtake deals, while newer players such as Afreximbank-backed Atmin are vying to expand intra-African flows.

“Dangote values flexibility and market pricing. They aren’t tying themselves down with exclusive partners,” Lassagne said, adding that Mocoh is positioning itself as a nimble regional player.

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Energy

NALPGAM Preaches Innovation, Safety to LPG Operators

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GAS: New Temile/Hyundai LPG Vessel to bring down high cost of cooking gas in Nigeria-NCDMB

The Nigerian Association of Liquefied Petroleum Gas Marketers (NALPGAM) has urged operators in Nigeria’s liquefied petroleum gas (LPG) industry to strengthen safety standards, improve regulatory compliance and adopt digital technologies to reduce operational losses and drive business growth.

The association said improved operational practices would help protect investments, enhance efficiency, build consumer confidence and support the sustainable expansion of C.

The call followed its 2026 webinar, themed “Downstream LPG Operational Excellence and Compliance,” which brought together industry operators, regulators and other stakeholders to discuss safety risks, market volatility, operational inefficiencies and regulatory requirements in the downstream LPG sector.

Speaking at the event, NALPGAM National President, Edu Inyang, said the industry’s long-term growth would depend on more than increased consumption and supply volumes, stressing the need to embed safety and operational efficiency in everyday business practices.

“The future of Nigeria’s LPG industry cannot be achieved by increasing volumes alone. We must grow safely, responsibly, efficiently and sustainably. Safety is not an occasional campaign; it must become a continuous industry culture,” he said.

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A major outcome of the webinar was a proposal for a NALPGAM Standard of Operational Excellence, anchored on four principles: safe and well-maintained facilities, competent and adequately trained operators, regulatory-compliant processes, and consumer protection.

Participants urged operators to integrate safety into routine operations, strengthen preventive maintenance and comply with licensing and incident-reporting requirements.

They also called for an end to unsafe practices, including unauthorised propane blending and illegal decanting, warning that such activities could expose businesses and consumers to avoidable risks.

Inyang said compliance should be viewed as a means of strengthening business performance rather than merely fulfilling regulatory obligations.

“Compliance is not merely a regulatory burden; it is a business advantage. Well-managed LPG operations reduce accidents, improve efficiency, protect investments and strengthen public confidence in our industry,” he said.

The webinar also highlighted the role of digital technologies in improving operational efficiency and accountability across the LPG value chain.

Participants identified smart filling systems, automated tank gauges, load cells, flow meters and vehicle-tracking systems as practical tools for monitoring product movements, reducing losses and improving inventory management.

Wider adoption of these technologies, they said, could help operators strengthen operational controls, minimise discrepancies and improve the reliability of LPG distribution.

The discussions come as Nigeria seeks to expand LPG consumption to approximately five million tonnes annually by 2030, a target that will require increased investment, stronger distribution networks and wider consumer access.

Stakeholders called for greater industry participation in the Decade of Gas LPG penetration programme, alongside stronger collaboration to expand access, improve cylinder traceability and promote certified local manufacturing.

The NALPGAM also urged regulators and programme coordinators to involve its members more actively in implementing LPG penetration and cylinder recirculation initiatives.

According to the association, its members’ nationwide presence and proximity to consumers could help improve the reach and effectiveness of programmes designed to increase LPG adoption.

Reiterating the association’s position, Inyang said the industry must establish clear operational standards that protect consumers while supporting efficient and sustainable business practices.

“Our aspiration is clear: every LPG facility must be safe and properly maintained, every operator competent and adequately trained, every process compliant, and every customer protected. This is the standard of operational excellence we must collectively pursue,” he said.

The NALPGAM reaffirmed its commitment to working with government agencies, regulators and industry stakeholders to develop a safer, more efficient and competitive LPG market.

The association maintained that embedding safety, strengthening compliance and deploying appropriate technologies would be critical to improving operational performance and supporting the long-term growth of Nigeria’s LPG industry.

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Energy

Fears of Fresh US Strikes on Iran Fuels Crude Price Surge

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OPEC Appoints Next Secretary General, Effective August 2022

Fears of renewed US military strikes on Iran and escalating threats to energy infrastructure across the Middle East heightened concerns about global crude supplies have pushed-up crude oil prices in the global market.

These factors pushed crude oil prices over $117 a barrel in the global market, even as oil theft and pipeline losses in Nigeria fell by 82.9 percent in five years, from 102,900 barrels per day (bpd) in 2021 to 17,600 bpd in the first seven months of 2026, amid fresh concerns about further increases in lost volumes after years of decline.

Nigeria’s oil benchmark, Brent crude, climbed by about 3.5 percent to cross $117 a barrel during trading before easing to just above $116, still up approximately 2.7 percent.

READ ALSO: Navy Uncovers 132,000 Litres of Stolen Crude Oil in Bonny

The latest rally followed reports that Washington was considering fresh military strikes against Iran after the November 3 midterm elections, raising concerns that the conflict, now in its eighth month, could escalate further rather than move towards a diplomatic resolution.

Iran had threatened to attack oil facilities, undersea cables, data centres and artificial intelligence infrastructure across the Gulf if the United States and Israel launched a new offensive against the country.

Recall that Brent crude traded at about $72 a barrel in February, before the war began, but surged to about $126 a barrel by the end of April as the conflict intensified and concerns mounted over supply security.

Tensions rose again during the week following claims by Iran’s Islamic Revolutionary Guards Corps (IRGC) that it struck four commercial vessels in the Strait of Hormuz on Wednesday.

The US ordered some diplomats and family members of American government employees to leave Saudi Arabia, which had faced continued attacks by Houthi rebels operating from Yemen.

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Energy

NMDPRA Issues Updates on Q3 Crude Supplies to Domestic Refineries

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From January to September 2026, the domestic refineries in Nigeria received 156.52 million barrels of crude oil.

Of the volume, 125.85million barrels (80.4 percent) were sourced from in-country while 30.66 million barrels (19.6 percent) were imported.

This was contained in the Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) Factsheet September 2026 released on Thursday.

The Factsheet specifically revealed that in September 2026, 38.7 million litres of the Premium Motor Spirit PMS (petrol) were received per day, crashing from the 50.5million litres per day received in August by 23 percent.

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Stock sufficiency in September was 23.9 days, declining below the 30-day threshold.

The NMDPRA stressed that while 28.7million litres were supplied per day from domestic sources, declining by 21 percent from the previous month, 10.2 million litres were imported, reducing imported petrol by 30 percent in the period under review.

According to the Factsheet, “Domestic refining contributed about 65 percent of the national petrol requirement (consumption) in September 2026, and about 74 percent of receipts, supplemented by 26 percent of imports”.

The Dangote Refinery and Petrochemicals Company (DPRP) is the only domestic refinery which currently produces petrol in Nigeria.

The report added that the DPRP produced 47.22 million litres per day of PMS in September, supplying 28.50 million litres per day to the domestic market and exporting (35.2 percent) 15.47 million litres per day.

On capacity utilization, the refinery recorded 105.98 percent of its 650,000 barrels per day capacity in the period under review.

The Factsheet disclosed that 8.7million litres of diesel were consumed in the month under review.

The NMDPRA revealed that modular refineries supplied 4.3 percent of domestic diesel consumption in September.

Aradel and OPAC, said the Factsheet, operated below optimal capacity due to feedstock challenges and maintenance shutdowns.

September diesel receipts, according to the NMDPRA, were the lowest of the 13 months, driven by low imports and low domestic evacuation amid high prices.

The Factsheet said, “Nigeria’s energy-sector transformation is progressing. Domestic refining contributed about 65 percent of the national petrol requirement (consumption) in September 2026, and about 74 percent of receipts, supplemented by 26 percent of imports.

“Priority gas projects have reached significant mileage, with the AKK pipeline at 84 percent completion as of September 2026,” the Factsheet pointed out.

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