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REFINING: Dangote's Biggest Issue is Crude Supply: Kpler

REFINING

Nigeria’s Dangote refinery is struggling with crude intake according to Kpler. Its supply model shows the refinery is operating its CDU at only 40% capacity due to insufficient crude oil supply and with a high reflux rate in the distillation column -  something not sustainable in the long term.

  • The highly anticipated RFCC unit -essential for high volume gasoline production  - has been commissioned and its stabilisation process is currently in progress.
  • Dangote began supplying gasoline domestically on September 15, but there have been no updates regarding gasoline exports.
  • Kpler estimates the Dangote catalytic reformer is operating at an estimated 50% utilisation rate and is expected to produce around 45 kbd of reformate.
  • Dangote gasoline production could potentially reach up to 80 kbd in October Kpler estimates.
  • The key factor impacting Dangote is reliable crude supply. 
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Nigeria’s Dangote refinery is struggling with crude intake according to Kpler. Its supply model shows the refinery is operating its CDU at only 40% capacity due to insufficient crude oil supply and with a high reflux rate in the distillation column -  something not sustainable in the long term.

  • The highly anticipated RFCC unit -essential for high volume gasoline production  - has been commissioned and its stabilisation process is currently in progress.
  • Dangote began supplying gasoline domestically on September 15, but there have been no updates regarding gasoline exports.
  • Kpler estimates the Dangote catalytic reformer is operating at an estimated 50% utilisation rate and is expected to produce around 45 kbd of reformate.
  • Dangote gasoline production could potentially reach up to 80 kbd in October Kpler estimates.
  • The key factor impacting Dangote is reliable crude supply.