Nigeria’s Liquefied Petroleum Gas (LPG) market recorded a mixed performance in November 2025, as supply strengthened despite a sharp contraction in consumption, underscoring the impact of pricing pressures and operational disruptions across the domestic gas value chain.
Data from the Nigerian Midstream and Downstream Petroleum Regulatory Authority (NMDPRA) show that average daily gas supply rose by 11 per cent month-on-month to 5.0 metric tonnes per day in November, up from 4.5 metric tonnes per day in October. The regulator disclosed this in its November 2025 Factsheet released on Tuesday.
Supply rebound masks demand weakness
While supply improved, national LPG consumption declined steeply by 34.5 per cent to 3.992 metric tonnes per day in November, compared with 6.095 metric tonnes per day recorded in October. Industry analysts attribute the downturn largely to elevated retail prices that squeezed household demand during the period.
Insight by newsmen indicates that the price spike between October and mid-November forced many consumers to cut usage or temporarily switch to alternative energy sources. At the height of the disruption, cooking gas sold at gas plants for between ₦1,600 and ₦2,000 per kilogramme, while retail prices surged to as high as ₦3,500 per kilogramme in some locations.
Labour dispute disrupts gas logistics
Market operators linked the volatility to supply chain disruptions triggered by the dispute between the Petroleum and Natural Gas Senior Staff Association of Nigeria (PENGASSAN) and Dangote Group, which led to the temporary shutdown of key gas facilities. Marketers said the standoff created a backlog of unsupplied products, tightening availability nationwide.
The resulting scarcity fuelled panic buying, as households rushed to stock up amid fears of further price hikes. This behaviour, analysts note, amplified short-term price distortions even as underlying supply volumes later stabilised.
Price moderation offers cautious outlook
Despite the turbulence, the NMDPRA noted that average daily LPG supply for November stood at 4.9 metric tonnes, while average daily consumption settled at 3.9 metric tonnes per day. Importantly, the regulator reported a moderation in pump prices, with retail LPG prices ranging between ₦950 and ₦1,500 per kilogramme during the month.
Industry stakeholders say sustained price stability, improved labour relations and stronger domestic gas infrastructure will be critical to restoring consumer confidence and driving long-term growth in Nigeria’s cooking gas market.