Pleasure to speak with Aliko Dangote in Lagos last week to discuss big plans for his famous refinery.

More below on a project to double capacity, forge new Middle Eastern partnerships and expand upstream from Africa’s richest man;

www.spglobal.com/commodity-in...

Excited to share our new documentary on the runaway growth of the shadow tanker fleet that shipowners call a ticking time bomb.

Today, 1/5 oil tankers is part of the network, while aging tankers rarely leave the system.

Watch live tomorrow at 12 UKT: okt.to/pIjPKB

Ukraine attacked Russia’s Druzhba crude pipeline for a third time last night, just days after flows to Hungary and Slovakia had restarted.

For all the talk of peace, the drone war on energy infrastructure is only heating up.

Catch our podcast to hear more;

open.spotify.com/episode/1fHQ...

Nigeria’s Dangote refinery has promised to squash a booming import market for West African fuel, and the region’s physical traders are racing to adapt.

I spoke to Mocoh CEO Olivier Lassagne about the influence of the refinery and new markets for the Africa-focused trader;

Politics aside, the geriatric ships used to smuggle sanctioned oil pose a climate concern that isn’t inconsequential.

Aging tankers are often around 45% less efficient than today’s new builds, poorly maintained and guzzling high sulfur fuel oil.

Sanctions relief for Russia would likely see many of its covert ‘shadow’ tankers destined for the scrapyard. But around a third could be rehabilitated into the mainstream market — with downside for freight rates — according to Trafigura’s shipping boss;

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Vultures are circling for Europe’s fossil fuel sector, but oil refiners hope for a short-term boost if they can hold on until competitors close.

Thoughts on the game of chicken happening in the sector from this week’s #FTCommodities Summit in Lausanne;

okt.to/uasKIQ

Nigeria's NNPC says it is reviewing its naira-for-crude deal with the Dangote refinery ahead of a March 31 expiry option.

A return to USD payments could reverse price deflation in Nigeria's fuel market and push Dangote to hike crude imports.

Story here;
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Nigeria's Dangote complex has started producing from its 830,000 mt/year polypropylene facility.

The petrochemical units are some of the last to be commissioned at the new site and promise around an 800% increase in Nigeria's polypropylene capacity.

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Today's deep dive on Nigeria's humongous oil refinery and why Europe can't stop talking about it

www.spglobal.com/commodityins...

Asked Chat GPT to create me a corporate headshot. This stuff is getting scary …

Africa is advancing a wave of oil refinery builds despite signs of falling fossil fuel profits that have triggered downsizing elsewhere.

Energy security fears have lured new investment, but funding remains a challenge as plants lack pipeline links and scale to supply cheap fuel domestically.

go.bsky.app/N4BnUqV

Let's get this show on the road then...