Jet fuel exports from Nigeria’s Dangote Refinery have surged dramatically, rising by about 770% over two years to reach a record 158,000 barrels per day in April 2026, up from roughly 18,000 bpd in April 2024.
The sharp increase is being driven largely by demand from Europe, which has emerged as a key market. European buyers imported around 70,000 bpd in April 2026, compared to virtually zero two years ago. This shift follows disruptions in traditional supply routes linked to the Strait of Hormuz, where instability has cut a significant portion of global seaborne jet fuel supply.
With fuel inventories in the Amsterdam-Rotterdam-Antwerp (ARA) trading hub falling to their lowest levels since 2020 and prices climbing to about $1,744 per tonne, Dangote’s strategic West African location is offering a faster and more reliable alternative for European markets.
Despite Nigeria’s growing production, domestic demand remains relatively low at around 13,000 bpd, leaving the bulk of output available for export.
Although logistics costs to Europe remain highranging between $8.5 and $10 per barrelstrong global prices have kept profit margins attractive, positioning the refinery as a major new player in the international jet fuel market.
Dangote Refinery’s jet fuel exports have surged, with Europe becoming a major buyer due to supply disruptions elsewhere, making Nigeria an increasingly important global fuel supplier.
