December 10, 2025/CSL Report
The October 2025 Gas Production Status Report released by the Nigerian Upstream Petroleum Regulatory Commission (NUPRC) indicates that Nigeria’s total gas production reached 221,054.21 million standard cubic feet (MMscf), reflecting a marginal year-on-year (y/y) increase of 0.30% from 220,396.45 MMscf in October 2024. Production dynamics show a balanced contribution from both segments, with Associated Gas (AG) accounting for 107,130.45 MMscf and Non-Associated Gas (NAG) contributing 113,923.76 MMscf.
Notably, NAG output recorded a strong improvement relative to 85,870.08 MMscf in the prior year, signalling improved activity and investment focus in standalone gas assets. On a month-on-month (m/m) basis, total gas production expanded by 11.46% from the 198,320.26 MMscf recorded in September 2025, highlighting a short-term recovery in operational performance.
In October 2025, domestic gas sales fell by 4.63% y/y to 61,893.38 MMscf, down from 64,895.29 MMscf in October 2024. In contrast, export gas sales strengthened significantly, rising by 25.51% y/y to 88,735.33 MMscf on the back of firmer global demand and improved export logistics. Following steep contractions of 27.24% in August and 30.88% in September 2025, export sales rebounded sharply in October with a 95.30% m/m surge, effectively reversing the earlier slowdown in external demand and shipment schedules. This strong recovery also altered the overall sales mix, with export volumes making up 58.91% of total gas sales, compared with 41.09% from domestic sales, highlighting the growing role of export markets in Nigeria’s gas monetisation strategy.
Overall, the October 2025 gas market performance underscores a sector gradually regaining momentum, even as domestic utilisation remains relatively subdued. The Federal Government’s renewed policy push for wider adoption of LPG and CNG, anchored on cleaner energy goals, household affordability, and transport-sector diversification, provides a strategic pathway to strengthen domestic demand. As infrastructure roll-out accelerates and pricing frameworks become more stable, these initiatives have the potential to rebalance the current sales mix by stimulating local consumption, reducing reliance on export-led monetisation, and deepening value creation within the domestic economy. In this context, sustained investments in midstream and downstream gas infrastructure will be essential to convert Nigeria’s expanding production capacity into broad-based socio-economic gains.
Click here to download full report: CSL Nigeria Daily – 10 December 2025 – Energy.pdf
