• Dangote refinery hits 106% manufacturing capability in September
•Nigeria provides 80.4% of feedstock consumption by native amenities
• Indigenous refiners get 618,000 bpd oil, down 9%
•Diesel provide slumps to lowest degree in 13 months
Emmanuel Addeh in Abuja
Nigeria’s every day petrol provide fell 23 per cent in September regardless of the Dangote Petroleum Refinery working above its put in capability, as declining home deliveries and imports coincided with larger petrol costs, which exceeded N1,400 per litre in some cities.
The September 2026 factsheet of the Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) launched yesterday confirmed that complete petrol receipts dropped from 50.5 million litres per day in August to 38.7 million litres, though consumption rose 7 per cent to 44.4 million litres every day.
Besides, native petrol receipts declined 21 per cent, from 35.9 million litres to twenty-eight.5 million litres per day, whereas imports fell 30 per cent, from 14.6 million litres to 10.2 million litres.
The figures imply that the Nigerian market acquired 11.8 million fewer litres of petrol every day in September than in August. The decline occurred regardless of a 13 per cent enhance in petrol manufacturing on the Dangote refinery, which raised its common every day output from 41.94 million litres in August to 47.22 million litres in September.
The refinery’s common capability utilisation additionally rose from 105.21 per cent to 105.98 per cent, above its put in capability of 650,000 barrels per day. Yet, the quantity of petrol it equipped to the home market fell by a few fifth, whereas exports elevated.
According to the doc, Dangote equipped a median of 28.5 million litres of petrol every day to the home market in September, in contrast with 10.2 million litres from imports. Its recorded home deliveries have been subsequently nearly 2.8 occasions the quantity of imported petrol.
Also, in August, home deliveries from the refinery stood at 35.87 million litres per day, in opposition to imports of 14.6 million litres. Although native refining remained the dominant supply, its share of complete petrol receipts rose from 71 per cent in August to about 74 per cent in September as a result of imports declined extra sharply.
The refinery exported 15.47 million litres of petrol every day in September, up 59 per cent from 9.73 million litres in August. It additionally added 3.25 million litres per day to its petrol shares, closing the month with 366.2 million litres, in contrast with 360.4 million litres on the finish of August.
The figures confirmed that larger manufacturing didn’t translate into elevated home deliveries. While output elevated, native provides fell as exports rose and shares gathered.
The fall in market receipts got here amid excessive gas retail costs. The NMDPRA’s indicative petrol worth stood at N1,371.01 per litre in Lagos, N1,420.01 in Abuja, N1,447.75 in Kano and N1,464.75 in Maiduguri. The highest precise worth recorded within the surveyed centres was N1,445 per litre in Abuja, whereas the bottom was N1,293.75 in Lagos.
Beyond completed merchandise, the report confirmed that home refineries acquired a median of 618,000 barrels of crude oil every day in September, down 9 per cent from 681,000 barrels per day in August.
Nevertheless, Dangote processed an estimated 689,000 barrels every day, about 71,000 barrels above the quantity acquired through the month. The regulator defined that the refinery made up the distinction by drawing on its crude stock. Its reported utilisation above 100 per cent subsequently didn’t imply it acquired extra crude in September.
Similarly, the authority’s nine-month knowledge confirmed that native refineries acquired 156.51 million barrels of crude between January and September. Of this, 125.85 million barrels have been sourced domestically and 30.66 million barrels imported, that means Nigerian crude accounted for 80.4 per cent of the full consumption, whereas imported crude represented 19.6 per cent.
The provide squeeze was extra pronounced within the diesel market, the place every day receipts fell 40 per cent, from 14.5 million litres in August to eight.7 million litres in September, the bottom degree within the 13 months lined by the regulator’s knowledge.
According to the factsheet, home diesel receipts dropped 39 per cent, from 13.2 million litres to eight.1 million litres every day, whereas imports fell 54 per cent, from 1.3 million litres to 600,000 litres, though consumption edged up from 14.3 million litres to 14.5 million litres per day.
Dangote’s diesel manufacturing, nonetheless, elevated 35 per cent to 24.32 million litres per day. Domestic deliveries fell from 12.37 million litres in August to eight.14 million litres in September, whereas exports rose 82 per cent, from 8.75 million litres to fifteen.91 million litres every day. The refinery ended September with 232.5 million litres of diesel in inventory, in opposition to 137.2 million litres a month earlier.
The NMDPRA report confirmed that amongst modular refineries, Walter Smith operated at 62.25 per cent capability utilisation, Edo at 104.24 per cent, Aradel at 31.90 per cent and OPAC at 18.43 per cent, whereas Duport was shut down. Their mixed diesel provide was 620,000 litres per day, equal to 4.3 per cent of nationwide consumption.
Liquefied Petroleum Gas (LPG) generally recognized as cooking fuel, recorded a extra beneficial pattern. Daily receipts rose 9 per cent to 4.7 kilotonnes in September, with home provide growing 50 per cent to 4.5 kilotonnes and imports falling 85 per cent to 0.2 kilotonnes.
In the identical vein, home sources accounted for about 96 per cent of receipts, though consumption rose 8 per cent to five.2 kilotonnes every day.
In the fuel sector, complete common every day provide, together with volumes equipped to Nigeria LNG Limited, declined 2.2 per cent to 4.822 billion cubic ft in September. Domestic fuel provide fell 6.7 per cent to 2.066 billion cubic ft every day, whereas provide to NLNG rose 1.5 per cent to 2.756 bcf.
