Afrindustria/ Gas Gap Monitor

Library / NMDPRA Factsheet - September 2026

NMDPRA Factsheet - September 2026

Page 4 of 14

Open the PDF at page 4

The Authority
Midstream and Downstream Statistics:
September 2026
Dangote Refinery's performance
September 2026
105.98%
of 650k b/d installed capacity
Average capacity utilisation
PMS
Production 47.22 ML/D
3.25 ML/D added to stock
Closing stock
366.2 ML
AGO
Production 24.32 ML/D
0.27 ML/D added to stock
Closing stock
232.5 ML
ATK
Production 26.13 ML/D
0.46 ML/D drawn from stock
Closing stock
141.0 ML
Domestic receipts
Exports
Production
28.50
15.47
8.14
15.91
23.25
Insight: Petrol evacuation (domestic and export) ran 3.25 ML/D below production, raising closing stock. AGO and ATK exports
outperformed domestic supplies. Petrol exports represented 35.2% of refinery evacuation.
Performance of NNPCL refineries
Port Harcourt (PHRC)
Not producing
Warri (WRPC)
Not producing
Kaduna (KRPC)
Not producing
Modular refineries' performance
REFINERY
AVG. CAPACITY UTILISATION
AGO
PRODUCTION
ML/D
AGO DOMESTIC
SUPPLY
ML/D
Walter Smith
62.25%
0.29
0.31
Edo Refinery
104.24%
0.09
0.09
Aradel
31.90%
0.14
0.12
OPAC
18.43%
0.14
0.11
Duport
Shut down
AVERAGE AGO SUPPLIED
0.62 ML/D
4.3%
of AGO demand
High: 80% and above
Moderate: 50–80%
Low: below 50%
100% capacity
Insight: Modular refineries supplied 4.3% of domestic AGO consumption in September. Aradel and OPAC operated below
optimal capacity due to feedstock challenges and maintenance shutdowns.
4
Source: NMDPRA. Figures are daily averages unless stated.