Gasoline exports from Nigeria’s Dangote Refinery collapsed to just 10,000 barrels per day in June 2026, a sharp contraction from previous levels that has immediately disrupted fuel supply chains across West Africa and into Europe.
The facility, which boasts a nominal capacity of 650,000 bpd, is now exporting a fraction of its potential output, creating a vacuum in the Atlantic Basin fuel market.
The sudden drop in exports has forced regional buyers to pivot back to European suppliers, altering established trade routes and tightening available supply.
This shift underscores the fragility of the region’s energy infrastructure despite the presence of what was intended to be a transformative industrial asset.
The rerouting of fuel flows adds logistical complexity and cost to markets that had begun to rely on local production.
S&P Global Ratings has previously identified the Dangote Refinery as a critical economic buffer for Nigeria, noting that the facility was designed to shield the country from the volatility of rising global fuel prices.