Nigeria’s fuel supply situation showed marked improvement in December 2025, boosting national stock levels and easing concerns over availability, according to the Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA).
Petrol (PMS) supply rose from 71.5 million litres per day in November to 74.2 million litres per day in December, comfortably above daily consumption, which averaged 63.7 million litres. Diesel (AGO) supply, however, dropped slightly to 17.9 million litres per day from 20.4 million litres in November, while consumption remained steady at 16.4 million litres per day. Cooking gas (LPG) supply also exceeded demand, averaging 5,201 metric tonnes per day against 4,380 metric tonnes consumed.
This improved supply performance drove a significant increase in stock sufficiency. Petrol reserves jumped from 16.65 days in November to 29.2 days in December, while diesel sufficiency averaged 25 days, aviation fuel 20 days, and LPG 8 days. The NMDPRA attributed the gains to coordinated efforts by the Department of Petroleum Resources (DPRP), NNPC, and oil marketing companies (OMCs), noting a 77% improvement in stock sufficiency between November and December.
Refinery performance remained mixed. Dangote Refinery achieved an average utilisation of 62.94%, supplying 32 million litres of petrol per day against a planned 50 million litres, alongside 5.78 million litres of diesel daily. State-owned refineries in Port Harcourt, Warri, and Kaduna remained offline, although Port Harcourt managed to evacuate residual diesel produced before May 2025. Among modular refineries, Edo Refinery led with 85.43% utilisation, Waltersmith ran at 63.24%, and Aradel at 53.89%, while OPAC and Duport were idle.
Natural gas supply maintained stability, averaging 4.787 billion standard cubic feet per day (Bscf/d), with 2.912 Bscf/d supplied to Nigeria LNG and 1.875 Bscf/d to the domestic market. Gas-to-power utilisation stood at 0.586 Bscf/d, with gas-based industries consuming 0.430 Bscf/d. Exports included 113,236 cubic metres per day of LNG and 0.124 Bscf/d through the West African Gas Pipeline (WAGP).
Despite improved supply, petrol pump prices remained high in December, ranging from ₦832.31 to ₦900.49 per litre ($0.57–$0.62). Prices varied across the country, with Lagos at ₦861/litre ($0.59), Abuja at ₦893/litre ($0.61), and Kano at ₦952.50/litre ($0.66).
Experts say that while stock levels are reassuring, continued refinery downtime and heavy reliance on modular facilities could pose risks if supply disruptions occur. Consumers are urged to monitor price trends and plan purchases accordingly.
