The Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) has reported a significant rise in Premium Motor Spirit (PMS) supply, reaching 71.5 million litres per day (ml/d) in November 2025, up from 46.0 ml/d in October. The increase is attributed to imports by the Nigerian National Petroleum Company Limited (NNPCL) aimed at building inventory and ensuring adequate supply for the Yuletide season.

According to the NMDPRA’s November 2025 factsheet, the supply boost was driven by:

1. Lower PMS supply in September and October relative to national demand.
2. The need to increase national stock ahead of the peak demand period.
3. NNPCL imports to guarantee uninterrupted supply, including 12-month vessels scheduled for October that were offloaded in November.

Despite the higher stock, average daily petrol consumption fell by 3.8 ml/d, dropping from 56.7 ml/d in October to 52.9 ml/d in November. Petrol stock sufficiency improved to 16.65 days, compared to 11.1 days in the previous month.

Modular Refineries Performance:

• Out of six modular refineries, OPAC and Duport were inactive.
• Waltersmith: 63.32% capacity utilization; diesel supply 0.133 ml/d.
• Edo Refinery: 91.40% capacity utilization; diesel supply 0.060 ml/d.
• Aradel: 62.30% capacity utilization; diesel supply 0.296 ml/d.

Gas Supply:

• Average LPG supply rose to 5 mt/day from 4 mt/d in October.
• Gas consumption by strategic sectors: Gas-to-Power 0.645 Bscf/d, commercial 0.581 Bscf/d, and gas-based industries 0.420 Bscf/d.
• Exports: LNG via NLNG at 101,555 m³/d; NG via West African Gas Pipeline (WAGP) at 0.121 Bscf/d.

The factsheet reinforces NNPCL’s role as the supplier of last resort, ensuring stability in the downstream petroleum sector during peak periods.