Data from the Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) has reveales that Premium Motor Spirit (PMS) imports declined to 3.7million litres per day (ML/D) in April 2026.
This is compared to the 5.9ML/D recorded in March 2026.
The data revealed that domestic supply of PMS surged from 34.2 ML/D to 40.7ML/D.
With local plants now meeting approximately 91% of the daily PMS supply, the reliance on foreign fuel has been reduced to a supplemental role.
The domestic-first trend further extended to Automotive Gas Oil (AGO), commonly known as diesel. In April, domestic refineries more than doubled their AGO output, jumping from 3.9 ML/D in March to 8.5 ML/D.
This surge led to a drastic reduction in AGO imports, which plummeted from 6.4 ML/D to just 1.7 ML/D** within a single month.
Despite the total AGO daily supply remaining relatively stable at 10.2 ML/D, the source of that fuel has fundamentally changed, moving away from foreign markets toward local industrial hubs.
While supply sources shifted, the statistics also revealed an increase in national consumption. Daily PMS consumption rose to 51.1 ML/D in April, up from 47.3 ML/D in March, while AGO consumption climbed to 17.3 ML/D.
In the gas sector, Nigeria also recorded steady growth as domestic gas supply including volumes supplied to the NLNG reached 5.142 Bscf/d, compared to 4.888 Bscf/d in the previous month.
This indicates a strengthening of the domestic gas value chain alongside the refining milestones.
However, the rapid transition and increased consumption have impacted the nation’s reserve margins.
According to the report, PMS stock sufficiency dropped from 21.2 days in March to 17.7 days in April.
Similarly, AGO stock sufficiency saw a sharper decline from 55.4 days to 39.0 days.