Nigeria Emerges Aviation Fuel Supplier to Europe Amid Middle East Disruptions
Nigeria has stepped in as a crucial alternative supplier of aviation fuel to Europe, as US‑Iran tensions disrupt traditional Middle Eastern flows.
A recent shipment from the Dangote Petroleum Refinery to the UK underscores Europe’s growing reliance on West African refineries.
With Europe sourcing about 40 percent of its jet fuel through the Strait of Hormuz, heightened tensions have driven benchmark north‑west European prices to $1,744 per tonne — nearly double pre‑war levels.
“Most of the European countries have been our main buyers,” a source at the Dangote refinery told The Punch, noting sharp price increases.
Industry data show the Nigerian cargo marks a significant reshuffling of supply chains, with European buyers seeking alternatives amid fears of shortages.
“The system doesn’t stop — it reshuffles. It’s really a story of rerouting and price adjusting, rather than an outright shortage,” said Matt Stanley of Kpler.
Experts warn airlines could feel the impact soon. “Market understanding is that fuel shortages are not far away in some countries,” said Janiv Shah of Rystad Energy. “Higher prices are to trickle through the entire supply chain and will be felt by all.”
Dangote’s refinery, operating at full capacity of 650,000 barrels per day, has exported 12 cargoes totaling 456,000 tonnes of refined fuels to West African countries and recently to the UK.
“Africa’s energy industry cannot continue indefinitely exporting raw materials while importing finished products,” said Aliko Dangote, stressing the need for industrial autonomy.
Europe’s dependence on Middle Eastern supplies, compounded by reduced Russian imports and declining domestic refining capacity, has made West African refineries vital.
“European buyers will increasingly look to West African refineries, including Dangote, to plug the gap,” said Lars van Wageningen of Insights Global.
The Nigerian cargo highlights Dangote’s growing role in stabilizing global energy markets. Analysts say West Africa is emerging as a strategic hub for fuel supply, helping Europe offset lost Middle Eastern flows and reinforcing the region’s importance in global energy security.