The Dangote Petroleum Refinery and Petrochemicals is emerging as a critical fuel supply alternative for African countries as disruptions linked to the Iran conflict continue to unsettle global energy markets.

According to a report by Bloomberg, several African governments, including South Africa, have increased engagement with the refinery as they seek to secure reliable fuel supplies amid tightening global availability.

The surge in demand reflects a shift in priorities among energy-importing nations, with availability now taking precedence over pricing as countries move to safeguard fuel supply chains.

Speaking on the development, President of the Dangote Group, Aliko Dangote, said the current focus among buyers is on securing supply rather than negotiating prices, adding that the situation is likely to persist as geopolitical tensions continue to affect global energy flows.

South Africa’s government said it is actively working with industry stakeholders to diversify its sources of crude oil and refined products, stressing that a comprehensive strategy is in place to manage potential supply risks.

The growing interest highlights the impact of ongoing disruptions to Middle East energy exports, driven by the US-Israel conflict with Iran, which has significantly altered global trade flows and heightened supply concerns.

Many African countries, particularly in eastern and southern regions, have traditionally depended on fuel imports from the Middle East, leaving them exposed to supply shocks and price volatility as geopolitical tensions escalate.

With a refining capacity of 650,000 barrels per day, Dangote Refinery is now positioning itself as a major regional supplier. While about 75 per cent of its output is earmarked for the domestic market, the remaining capacity is available for export, attracting interest from countries seeking alternative sources.

Reports indicate that South Africa is exploring a 12-month supply arrangement, while Ghana and Kenya have also expressed interest in sourcing fuel from Nigeria.

Energy analysts note that around 75 per cent of refined fuel imports into East and Southern Africa currently originate from the Middle East, according to data from CITAC, underscoring the urgency to diversify supply sources.

The refinery’s growing role comes as it continues to ramp up operations, having recently reached full capacity. Aliko Dangote has also previously indicated plans to expand the facility’s capacity to 1.4 million barrels per day, further strengthening its position as a regional energy hub.

Industry stakeholders say the development could reshape Africa’s fuel supply dynamics, reducing dependence on distant markets while enhancing energy security across the continent.