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Blackout fears grow over gas plant maintenance

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Seven power plants across Nigeria are expected to experience gas supply constraints as Seplat Energy shuts down a major facility for scheduled maintenance, raising fears of potential electricity shortfalls and looming blackouts, the Nigerian Independent System Operator has warned.

In a notice issued on Thursday, NISO alerted electricity market participants and consumers that the maintenance, slated for February 12 to 15, 2026, would temporarily reduce gas availability to some thermal power plants. The system operator emphasised that critical national infrastructure and essential services would be prioritised should load management measures be required during the period.

Power stations projected to be directly affected include Egbin, Azura, Sapele, and Transcorp Power Plants, while NDPHC Sapele, Olorunsogo, and Omotosho plants are likely to experience indirect constraints due to network-wide gas balancing effects.

The planned maintenance affects gas supply into the NNPC Gas Infrastructure Company Limited (NGIC) pipeline network and is expected to temporarily reduce thermal generation capacity on the national grid. At least seven power stations are projected to face direct and indirect constraints during the exercise.

In a separate press statement issued by NISO management and the Chief Corporate Communications Officer of NNPC Ltd, Andy Odeh, the system operator confirmed that gas availability to seven grid-connected power plants would be curtailed during the four-day exercise.

Earlier assessments by NISO indicate that the maintenance could result in a generation shortfall of about 934.96 megawatts, representing roughly 19.67 per cent of the combined available thermal and hydro generation capacity of 4,753.10MW on the grid.

The notice read in part: “The Nigerian Independent System Operator hereby informs the general public and all electricity market participants of anticipated gas supply constraints affecting some major thermal power generating stations connected to the national grid.

“This situation arises from a formal notification received on the scheduled maintenance shutdown of a major gas supply facility from 12 to 15 February 2026 (both days inclusive). Full gas supply is expected to be restored on 16 February 2026.

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“During the maintenance period, gas availability to certain power plants that depend on this supply network will be temporarily reduced. This will result in a temporary reduction in available thermal generation capacity across the national grid. This reduction underscores the need for careful system operation to maintain grid stability and reliability.”

NISO, which recently assumed the role of independent system operator under Nigeria’s restructured electricity market framework, said it would deploy real-time operational measures to preserve grid integrity throughout the maintenance window.

“In line with its statutory mandate, NISO will deploy appropriate real-time operational measures to safeguard the integrity and security of the national grid throughout the maintenance window,” the statement added.

“Any load shedding, if required, will be implemented in a structured, transparent, and equitable manner in close coordination with distribution companies. Priority will be accorded to critical national infrastructure, essential services, and security installations,” it emphasised.

The operator assured stakeholders that all decisions taken during the period would follow established grid security and reliability standards. “NISO assures all stakeholders and electricity consumers that every action taken during this period will be strictly guided by established operational procedures, grid security requirements, and reliability standards.

“The National Control Centre will intensify real-time system monitoring and contingency planning, while also ensuring fair load allocation based on available generation capacity,” the statement added.

Nigeria’s electricity grid remains heavily dependent on thermal power plants, which account for over 70 per cent of installed generation capacity and run primarily on natural gas supplied through pipelines and upstream processing facilities concentrated in the Niger Delta.

While Nigeria has abundant gas reserves—the largest in Africa—persistent supply bottlenecks, pipeline vandalism, payment arrears, and infrastructure maintenance have repeatedly disrupted electricity generation.

Industry data show that even when installed capacity exceeds 13,000MW, actual available generation often hovers between 4,000MW and 5,000MW due to gas shortages, transmission constraints, and plant outages.

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Egbin, for instance, remains the largest single thermal power station in Nigeria with an installed capacity of 1,320MW. Azura-Edo contributes 461MW, while Transcorp’s Ughelli plant has over 900MW installed capacity. Any reduction in gas supply to these facilities typically has an immediate ripple effect across the national grid.

In a related statement titled “Notice of Scheduled Maintenance on Major Gas Plant and Facilities,” the Nigerian National Petroleum Company Limited confirmed the routine maintenance on its gas production facilities from February 12 to 15.

Seplat, a joint venture partner of NNPC Ltd and a key supplier of gas into the NGIC pipeline network, described the exercise as part of standard safety and asset integrity protocols.

“The public is hereby informed that Seplat Energy Plc, a Joint Venture partner of NNPC Ltd and a key supplier of gas into the NNPC Gas Infrastructure Company Limited pipeline network, has scheduled routine maintenance on its gas production facilities from 12th to 15th February 2026.

“This planned activity forms part of standard industry safety and asset integrity protocols designed to ensure the continued reliability, efficiency, and safe operation of critical gas infrastructure. Periodic maintenance of this nature is essential to sustain optimal system performance, strengthen operational resilience, and minimise the risk of unplanned outages,” the statement said.

The company acknowledged that the maintenance would temporarily reduce gas supply into the NGIC network, with possible knock-on effects on electricity generation.

“During the four-day maintenance period, there will be a temporary reduction in gas supply into the NGIC pipeline network. As a result, some power generation companies reliant on this supply may experience reduced gas availability, which could modestly impact electricity generation levels within the timeframe,” it added.

NNPC Ltd and Seplat said they were working to ensure the exercise is completed as scheduled, while mitigation measures are being put in place. “NNPC Ltd and Seplat Energy are working closely to ensure that the maintenance is executed safely and completed as scheduled.

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In parallel, NNPC Gas Marketing Limited is engaging alternative gas suppliers to mitigate anticipated supply gaps and maintain stability across the network. Upon completion of the maintenance exercise, full gas supply into the NGIC system is expected to resume promptly, enabling affected power generation companies to return to normal operations.”

The Executive Director of PowerUp Nigeria, Mr Adetayo Adegbemle, faulted the handling of the planned maintenance, describing it as evidence of poor long-term planning in the power sector. Reacting to the announcement of anticipated gas constraints, Adegbemle said the development reflects a systemic failure to build buffers into critical infrastructure planning.

“This announcement shows our inability to plan ahead. Nothing says we should not have storage facilities that would hold us for days while this maintenance is being done,” he said. He argued that with better foresight, the impact of routine maintenance on electricity generation could be significantly reduced.

“I want to believe it is just our Nigerian way of approaching all issues that is accounting for this. We really need to change our thinking and approach to issues. We need to chase excellence in all we do,” Adegbemle added. He stressed that as Nigeria continues to depend heavily on gas-fired power plants, investments in gas storage and strategic reserves would help shield electricity consumers from avoidable supply shocks during scheduled maintenance or unexpected disruptions.

For millions of Nigerians, however, the technical language of “gas balancing effects” and “maintenance windows” may translate simply into darker homes, noisier generators, and higher fuel expenses over the four-day period.

As the country pushes reforms under the Electricity Act and seeks to attract investment into generation and gas infrastructure, the latest development reinforces a recurring lesson: Nigeria’s power stability remains inseparably tied to the reliability of its gas supply chain.

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FG tells marketers to reflect global oil price drop in petrol prices

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Minister of State for Petroleum Resources, Sen. Heineken Lokpobiri, has directed petroleum marketers to immediately reflect the recent decline in global oil prices by reducing the pump prices of Premium Motor Spirit (PMS) and other petroleum products.

Lokpobiri gave the directive at the 2026 Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) General Counsel and Legal Advisers Forum on Monday in Abuja.

The forum is themed “Beyond Compliance Certainty and Investment Confidence in Nigeria’s Petroleum Sector.”

Lokpobiri said that with the de-escalation of tensions between Iran and the United States, there was an expectation that the prices of PMS and other petroleum products would be adjusted downward accordingly.

He expressed concern that the anticipated reduction had yet to be reflected at the pumps, stressing that while market forces under the deregulated regime would ultimately restore price equilibrium, marketers should not exploit the situation to make excessive profits.

The minister said the regulator had a statutory responsibility to ensure that deregulation did not become an avenue for profiteering, adding that this must be carried out in line with the provisions of the Petroleum Industry Act (PIA 2021).

“For too long, the dominant question in our regulatory conversations has been: are operators complying? That question matters. It will always matter. But it is no longer sufficient.

“The more consequential question today is this: are our regulatory authorities doing their job? Is it clear, consistent and predictable enough to give investors the confidence they need to commit capital, not just for one cycle, but for the long term?

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“Compliance is the foundation. Regulatory certainty is the ceiling we must now be building toward,” he said.

Lokpobiri, while urging marketers to comply with the principles of fair pricing to ensure that consumers benefit from the prevailing market realities, urged regulators to move beyond compliance by promoting regulatory certainty to attracting long-term investments.

“The sector is now fully deregulated, a bold reform that President Bola Tinubu had the courage to implement. That decision paved way for the operationalisation of the Dangote Refinery and other refinery projects currently underway.

“It also ensured that artificial scarcity has become a thing of the past.

“You can attest to the fact that since 2023 there has been availability of products in country even with the recent challenges posed by the US-Israeli /Iranian conflict.

“Beyond allowing prices to be determined by market forces, the question is: what is the regulator doing to ensure that consumers receive the correct quantity of product?

“When someone pays for 10 litres of PMS, they should receive exactly 10 litres, not less,” he warned.

Lokpobiri said while compliance with regulations remained fundamental, investors were increasingly interested in jurisdictions with clear, consistent and predictable regulatory frameworks.

He described general counsel as strategic partners whose responsibilities extend beyond interpreting laws to shaping investment decisions, improving regulatory design and supporting national development.

According to him, legal advisers should provide constructive feedback whenever regulations or guidelines create uncertainty that could discourage investment.

He said Nigeria’s petroleum sector was entering a new phase characterised by expanding domestic refining capacity, increased private sector participation and emerging opportunities across the midstream and downstream segments.

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According to him, attracting investments will require policy consistency, transparent regulation, efficient dispute resolution and strong collaboration among government, regulators, industry operators and legal practitioners.

He expressed confidence that the recommendations from the forum would contribute to improving governance, regulatory certainty and investment confidence in Nigeria’s petroleum sector. (NAN)

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Olodo uprising: Tinubu aide faults critics of First Lady’s Akara, Kuli kuli comment

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The Special Assistant to President Bola Tinubu on Social Media, Dada Olusegun, has defended First Lady Oluremi Tinubu’s recent empowerment of micro-traders, saying criticisms of the initiative are driven by ignorance of her record and the role of Nigeria’s informal economy.

In a statement shared on Monday, Olusegun described the backlash over the First Lady’s focus on traders such as akara and kulikuli sellers as a “performative circus of selective amnesia.”

He argued that critics had ignored the numerous interventions carried out by the Renewed Hope Initiative across healthcare, women’s empowerment, support for military widows and persons living with disabilities.

The First Lady, Senator Oluremi Tinubu
The First Lady of Nigeria, Senator Oluremi Tinubu

According to him, the First Lady’s interventions extend beyond petty traders, citing her donation of ₦1bn to the National Cancer Fund for cervical cancer screening and another ₦1bn for tuberculosis diagnostic equipment in Abuja in 2025.

He also referenced the disbursement of ₦250,000 each to 1,709 widows and orphans of fallen military personnel in 2023, as well as ₦200,000 business grants to persons living with disabilities across the 36 states and the Federal Capital Territory.

Olusegun further highlighted the Renewed Hope Initiative’s partnership with the Tony Elumelu Foundation, which targeted 18,500 women nationwide with ₦50,000 grants and the distribution of equipment, including industrial grinding machines, freezers and generators.

He further criticised what he described as an “Olodo uprising” on social media, accusing critics of reacting to trends without researching the facts.

“This entire controversy perfectly mirrors what is now happening with the broader ‘Olodo uprising” across our social platforms. We live in an era where people jump on trending hashtags and soundbites without dedicating a single minute to researching context. Memes are manufactured in seconds; accurate history takes time to read.

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“When the critics are done making their superficial memes, writing cynical captions, and circulating ignorant narratives, the reality on the ground will remain unchanged. They would be better off advising their constituents to find credible means to key into these ongoing government initiatives,” he stated.

He maintained that empowering small-scale traders should not be viewed as “weaponising poverty.”

“According to various economic metrics, the informal sector contributes over 50 per cent of Nigeria’s GDP and accounts for over 80 per cent of employment. The akara fryer, the kulikuli processor, and the petty trader are not just marginal actors; they are the literal shock absorbers of our micro-economy.

“When you give a micro-grant or operational tools to an akara seller, you are not validating poverty; you are reducing immediate operational capital friction, securing food chains at the grassroots, and expanding household income. Mocking these initiatives as ‘petty’ shows a deep-seated contempt for the actual working class of Nigeria,” he said.

Olusegun also defended the political value of grassroots empowerment, saying such interventions create trust among beneficiaries.

He cited the TraderMoni and MarketMoni programmes introduced during former President Muhammadu Buhari’s administration under then Vice President Yemi Osinbajo as examples of initiatives that directly impacted market traders.

“The opposition often wonders why the poorest segments of the population continually familiarise themselves with the All Progressives Congress during elections. The answer is simple: the party meets them at their point of immediate need,” he said.

Olusegun added that Tinubu’s record as former First Lady of Lagos State, a three-term senator and now First Lady of the Federation showed a consistent commitment to structured empowerment programmes.

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“She will not be distracted by digital static from doing what she has mastered over decades: empowering the poorest among us, one structured intervention at a time,” he said.

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Dangote refinery imports first UAE crude cargoes

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The Dangote Refinery has purchased two cargoes of crude oil from the United Arab Emirates, marking its first-ever procurement of Middle Eastern crude as it expands its feedstock sources amid persistent domestic supply constraints.

According to a report by S&P Global Commodity Insights, the two cargoes will be the first sourced by the 700,000-barrels-per-day refinery from any Middle Eastern supplier, signalling a shift from its traditional reliance on Nigerian, African, and United States crude grades.

The report said the purchases followed the resumption of oil exports from the Middle East after the United States and Iran reached an interim peace agreement that restored confidence in shipping through the Strait of Hormuz.

The refinery, designed primarily to process Nigeria’s light sweet crude, has increasingly diversified its crude slate as operations ramp up. S&P Global reported that an agreement between the refinery and the Nigerian National Petroleum Company had guaranteed the supply of between 13 and 15 cargoes of Nigerian crude monthly in naira, helping the refinery reduce its foreign exchange exposure.

However, the arrangement has faced challenges due to inadequate crude availability and operational issues at export terminals. According to the report, Dangote Refinery Chief Executive Officer David Bird had previously disclosed that these constraints had compelled the company to seek additional crude sources outside Nigeria.

The report added that the refinery’s expansion plans would further increase its crude requirements. Dangote plans to double the refinery’s processing capacity to 1.4 million barrels per day by the end of 2028, a level that would enable it to process about 80 per cent of Nigeria’s recent crude oil production in a single day.

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Speaking earlier this year, Bird said the refinery intended to increase the share of heavier crude grades in its feedstock mix. “We definitely want to heavy up the barrel,” Bird said in April.

He added, “We will be in the crude blending game. So you can easily imagine at 1.4 million b/d we could process 30 per cent Middle Eastern grades on each train.”

According to S&P Global, the refinery has been broadening the range of crude grades it processes as part of its ambition to operate as a fully merchant refinery. The report noted that in 2025, about 70 per cent of the refinery’s crude imports came from Nigeria, while 24 per cent originated from the United States.

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