Dangote refinery seen as new jet fuel source for Europe amid supply crunch
Europe is facing a shortage of jet fuel after disruptions in the Middle East, leading to increased interest in supplies from Nigeria’s Dangote refinery. A report by Kpler highlights that traditional Asian suppliers are redirecting shipments elsewhere, leaving Europe with fewer options. The Dangote refinery has emerged as a potential alternative, with significant export capacity. However, analysts warn that even with new sources, Europe may struggle to fully make up for the lost supply.
TLDR
- The closure of the Strait of Hormuz has cut off a major portion of global seaborne jet fuel supply, tightening availability in Europe.
- Traditional Asian suppliers are prioritizing regional demand, making their jet fuel less available for Europe.
- The Dangote refinery exported about 89,000 barrels per day of jet fuel in 2025, positioning it as a key alternative for Europe.
- West Africa, especially Nigeria, now has surplus refined products due to increased output from the Dangote refinery.
- Despite new supply points, analysts say Europe is unlikely to fully replace lost Middle Eastern jet fuel in the near term, leading to higher prices and longer trade routes.
