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Deliverable Supply, Not Crude in the Ground, Is Repricing Global Energy
Container and bulk carriers lost near Hormuz, a record tanker-freight market and an IEA warning that diesel tightness runs into 2027 together show that logistics, refining and risk — not headline production — now set the price of the barrel. For Nigeria, the same forces have turned Dangote into a cash machine, exposed the fragility of its fuel-price politics, and quietly strengthened the commercial case for a certified West African waste-feedstock export channel.
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