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Refined Products, Maritime & Shipping, Crude Oil, Wet Freight, Diesel-Gasoil
April 02, 2026
Featuring George Delaney, Kelly Norways, Gary Clark, and Matthew Tracey-Cook
HIGHLIGHTS
Middle East war spurs alternative supply
African megarefinery attracts global demand
As the war in the Middle East has raised the specter of global fuel shortages, Nigeria's new Dangote refinery has garnered increased attention as an alternative supplier. After starting up in 2024, the refinery reached its initial 650,000 b/d capacity for the first time in February 2026 and has experienced rising demand for its products from markets farther afield.
In this podcast, Gary Clark, associate director, EMEA clean refined products at S&P Global Energy, is joined by Matthew Tracey-Cook, senior price reporter for West African refined products, and Kelly Norways, a journalist on the oil news team, to discuss the capacity of Africa's first megarefinery, regional supply risks and where its product could end up.
Related content:
African fuel markets fret over price shocks amid Middle East conflict
Nigeria's Dangote takes spotlight as Gulf distillate exports plunge: Refinery CEO
Nigeria relaxes gasoline import restrictions amid fuel price concerns
Related links:
Gasoline STS Lome: ABNWG00
Diesel Low Sulfur STS Lome: ABNWF00
Also on: Spotify | Apple Podcasts