Europe is increasingly turning to Nigeria for aviation fuel, as supply disruptions linked to the U.S.-Iran conflict tightens global energy markets and reshapes traditional trade flows, Punch newspaper reported.
A cargo of jet fuel from the Dangote Refinery recently arrived in the United Kingdom, highlighting a growing shift toward West African supply as Middle Eastern exports decline due to instability in key transit routes.
Industry sources say European buyers historically reliant on the Middle East are now actively sourcing fuel from Nigeria and other Atlantic Basin suppliers, as disruptions in the Strait of Hormuz have constrained availability and driven prices sharply higher.
The Dangote refinery, with capacity of about 650,000 barrels per day, has ramped up production and exports, positioning itself as a new swing supplier of refined products, including jet fuel, to global markets.
Analysts note that the shift reflects a broader reconfiguration of global energy trade routes, with Europe diversifying supply sources while Nigeria emerges as a key exporter, leveraging its refining capacity to fill gaps created by geopolitical shocks.
