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Impact of Dangote Refinery on Product Tankers Supply and Demand Dynamics
This chapter examines how the Dangote refinery is influencing supply and demand of product tankers, particularly in relation to naphtha shipments in the oil market. It explores how longer voyages due to geopolitical factors are affecting ship availability in the Persian Gulf and discusses expectations for increased ships returning to the region with the addition of the Dangote refinery as an alternative naphtha source.