Nigeria’s Dangote refinery gasoline unit could be shut for 2-3 months, IIR says
Supply constraints in the market due to current and upcoming outages are enough to offset the seasonal decline in demand, noted Philip Jones-Lux, senior analyst at Sparta Commodities.
Reuters – September 4, 2025 –Nigeria’s Dangote refinery may keep its 204,000 bpd gasoline unit offline for 2–3 months following catalyst leaks, raising concerns about tightening fuel markets. Sparta analyst Philip Jones-Lux noted that supply constraints from Dangote and other outages are offsetting the seasonal decline in demand, contributing to rising crack spreads in the U.S. and Europe. The refinery has already reduced EU-to-Nigeria gasoline flows and is shipping fuel to the U.S. East Coast, signaling shifts in regional trade patterns.
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