Post by Chidiebere Anagu

Dangote Refinery will stop supplying petrol to marketers holding valid import licences.

Why:

Imported PMS made up ~43% of July supply, shrinking the market for local refiners

Quality concerns: imported fuel could be blended with Dangote's before reaching stations, confusing consumers/regulators and risking brand damage

Doubts NMDPRA has enough lab capacity to properly test imports

Who's affected — the 6 NMDPRA-licensed importers (720,000MT combined, May licences):

Matrix Energy, A.A. Rano, AYM Shafa, NIPCO, Pinnacle Oil and Gas, Bono Energy

What changes: Dangote will prioritize non-importing marketers instead.

Bigger picture: Escalates Dangote's ongoing feud with the import regime — it has previously threatened to export more product abroad rather than sell locally amid competition from imports. Could split the market into two supply tracks (Dangote vs. import-fed), affecting depot access, pricing, and availability regionally. Government issued the licences for supply security/competition — directly at odds with Dangote's push to protect local refining investment.