Nigeria is emerging as a crucial source of aviation fuel for Europe, stepping in as supply disruptions linked to the US-Iran conflict tighten flows from the Middle East. A recent shipment from the Dangote Petroleum Refinery in Lekki, Lagos, has arrived in the United Kingdom, highlighting the growing role of West African suppliers.

Industry insiders confirmed that several European countries now source aviation fuel from Nigeria, especially after delays and uncertainty caused by the ongoing conflict in the Middle East. Prices for jet fuel have been rising sharply as buyers look for alternative suppliers.

Reports show that the UK, which depends heavily on Middle Eastern jet fuel, has had its last known shipment from the region expected this week. With the Strait of Hormuz effectively blocked, European buyers are increasingly turning to West Africa and the United States to fill the gap.

“The supply system hasn’t stopped – it’s being rerouted and prices are adjusting,” said Matt Stanley, head of market engagement for Kpler’s EMEA and APAC regions. Analysts predict that West African refineries, particularly Nigeria’s Dangote facility, will play an increasingly important role in meeting Europe’s aviation fuel needs.

Alhaji Aliko Dangote, President of the Dangote Group, said the refinery has almost sold out its jet fuel and diesel, with only petrol currently available in excess.

As supply chains shift and fuel prices rise, airlines could start feeling the impact by the end of April, with higher costs expected to ripple through the market. The development also drew political attention, with former US President Donald Trump suggesting countries facing shortages could turn to the United States for support.

The Nigerian shipment underscores how disruptions in the Middle East are reshaping global energy flows and highlighting West Africa as a growing hub for aviation fuel exports.