Dangote Refinery: Nigeria’s Fuel Surplus – A Market Blind Spot
Lekki refinery exported 434 million liters in March ’26. How can output increase while domestic prices rise? A strategic analysis of Nigeria’s energy shift.
Tag
refinery
Jones Act Waiver: US Energy Security Test
A cargo ship bypassed Jones Act rules, delivering Bakken crude from Texas to Pennsylvania. This logistical test signals a shift in global energy security.
Canada Lithium Refinery: A Strategic Supply Chain Shift
Canada’s new lithium refinery costs $35M. A strategic bottleneck emerges, impacting EV battery sourcing. What are the geopolitical implications?
Canadian Lithium Refinery Challenges China’s Price
Canada’s lithium refinery skips a key step, targeting $16,300/tonne. Fragile logistics & supply chain bottlenecks threaten EV production. A critical risk.
Druzhba Hit: 1.5M Barrels a Day Blocked
Russia loses access to 40% of its pipeline exports. European refineries risk shortages within 30 days.