Nigeria’s Local Petrol Supply Climbs to 64% as Dangote Refinery Scales Up

In December 2025, Nigeria’s domestic Premium Motor Spirit (PMS), also referred to as petrol supply, averaged 32.01 million liters per day (MLD), up from 19.5 MLD previously. Dangote Refinery contributed 5.783 MLD at up to 71% capacity utilization.

The Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) published a December 2025 data sheet on Thursday that details notable advancements in fuel delivery, refinery operations, and stock sufficiency across important products.

According to independent reports, the increase was caused by improved performance by Oil Marketing Companies (OMCs), NNPC, and Dangote Petroleum Refinery Products (DPRP), which increased national PMS sufficiency to 29 days, the highest level in more than a year.

With inland stocks at 25.1 days and marine at 4.2 days, sufficiency increased by 77% from November.

Aviation Turbine Kerosene (ATK) at 2.7 MLD (vs. 3 MLD), Automotive Gas Oil (AGO) at 16.4 MLD (vs. 14 MLD), PMS at 63.7 MLD (vs. 50 MLD), and LPG at 4,380 metric tonnes per day (mtd) (vs. 3,900 mtd) all had average daily truck-outs that were higher than standards.

The levels of sufficiency were 25 days for AGO, 20 days for ATK, 8 days for LPG, and 51 days for LPFO (low pour fuel oil).

PMS sufficiency peaked at 29.2 total days in December 2025, according to trends from October 2024 to December 2025, indicating supply chain stabilization.

While AGO remained shut down after May 2025, Dangote Refinery had an average capacity utilization of 64.02%, delivering the projected PMS supply.

Train 2 (5,000 barrels per stream day) at Waltersmith Refinery finished pre-commissioning and is scheduled to introduce hydrocarbons in January 2026; Train 1 ran at 63.24% utilization for 13 days, supplying 0.051 MLD AGO.

Modular refineries with OPAC and Duport offline, such as Edo (85.43% utilization, 0.052 MLD AGO) and Aradel (53.89%, 0.289 MLD AGO), totaling 0.392 MLD AGO.

One construction license and one new refinery establishment license were issued by NMDPRA.

The average daily supply of wholesale gas was 4.787 billion standard cubic feet (Bscf/d), with 2.912 Bscf/d going to Nigeria LNG (NLNG), 1.875 Bscf/d going domestically (0.586 Bscf/d to electricity, 0.430 Bscf/d to industries), and 0.569 Bscf/d going abroad.

Gbaran-Ubie at 86.36%, Soku at 105.69%, and NLNG Trains 1-6 at 82.67% all shown strong utilization.

The domestic supply of LPG reached 5,201 mtd, with retail rates per kilogram ranging from N1,120 to N1,600.

The indicative PMS pump prices (at N1,450.97/USD NFEM rate, Brent at $62.68/bbl) varied from N832.31 (Lagos) to N900.49 (Maiduguri), whilst the actual averages for all cities were between N861 and N935, with a maximum of N975.

These numbers highlight market dynamics in the face of increased domestic output and reduced imports.