The Dangote Petroleum Refinery could gain stronger positioning in the global aviation fuel market following Russia’s decision to extend its ban on jet fuel exports until 30 November 2026, amid sustained attacks on its refining infrastructure.
Russia announced the restriction on Monday, saying the move is aimed at securing domestic aviation fuel supply as Ukrainian drone strikes continue to disrupt key refineries and export facilities. The ban follows earlier curbs on gasoline exports introduced in April.
Although Russia is not a major exporter of jet fuel, the development adds to concerns about tightening global aviation fuel supply, especially at a time when demand is recovering and several supply routes remain under geopolitical pressure.
The disruption comes against the backdrop of broader instability in global energy markets, including tensions in the Middle East, which have already strained refining output and shifted trade flows towards alternative suppliers.
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In recent months, Europe has increasingly turned to the Atlantic Basin, including West Africa, to meet jet fuel demand shortfalls caused by reduced supplies from traditional Gulf sources.
Against this backdrop, the Dangote refinery has emerged as one of the notable new entrants reshaping global fuel trade flows.
Recent industry reports show that the refinery has already exported large volumes of aviation fuel to Europe. In one of its strongest export windows, Dangote shipped about 1.1 billion litres of jet fuel to Europe between March and April 2026, while also supplying more than 95 per cent of Nigeria’s domestic Jet A1 demand.
The refinery is also reported to have exported about 615 million litres of aviation fuel in April alone, as part of a broader 1.66 billion litres of refined products shipped during the period, driven by strong international demand and disruptions in global supply chains.
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