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Tuesday, April 15, 2025

PMS imports drop by 30 million litres in eight months — NMDPRA

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That’s a massive shift in Nigeria’s energy dynamics — a 67% drop in petrol imports is no small feat, and it signals a significant move towards energy self-reliance, even if it’s still a work in progress.

Here’s the breakdown of what’s really going on:


🔻 Imports Drop: From 44.6M to 14.7M Litres/Day

Between August 2024 and mid-April 2025, imports of Premium Motor Spirit (PMS) dropped by nearly 30 million litres per day. That’s largely because local production has finally started to kick in.


🔺 Local Refining Surges 670%

In August 2024, local refineries — including Port Harcourt and various modular plants — were barely contributing. But now they’re supplying 26.2 million litres/day, with:

  • Port Harcourt Refinery’s phased restart (since November)
  • Gradual increases from modular refineries, which are smaller but flexible

⚖️ Current Balance Still Below Target

Despite the improvements:

  • Only two months (Nov & Feb) saw total supply exceed the 50M litres/day benchmark
  • April so far is lagging at 40.9M litres/day

That shortfall could lead to supply gaps if demand spikes or refineries face technical issues.


🧠 Why It Matters

  1. Fuel Import Reduction = FX Savings
    Nigeria has been bleeding foreign exchange to pay for fuel imports. Cutting back by 67% can ease pressure on forex reserves and the naira.
  2. Boosts Local Industry Confidence
    The progress gives hope that the Dangote Refinery, once fully operational, could push local capacity beyond 100% of national demand, opening room for exports.
  3. Still Not There Yet
    Even with this progress, Nigeria is not consistently meeting demand. The refineries need stability, investment, and transparency to keep up the momentum.

🚨 Side Note:

The NMDPRA CEO, Farouk Ahmed, was quick to stress that import licenses are only issued based on real supply needs — possibly a response to concerns about excess imports or shady dealings in the sector.


Do you think this push for local refining will finally break Nigeria’s decades-long dependency on imported fuel? Or do you feel there’s still too much volatility in the system to call it a real win yet?

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