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Upstream in transition: Dangote exports and the refining shift

The Analyst Room· 27:14· 5 Jun 2026, 14:00

Export cargoes, upstream production and downstream pricing — how the refining build-out changes the earnings profile of listed energy names.

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The Analyst Room· 27:14· 5 Jun 2026, 14:00

Transcript available

On this episode

Host
Proshare Energy Desk
Guests
No external guest

Chapters

  1. 00:00Cargo flows
  2. 10:30Upstream production reality
  3. 19:00Downstream margin maths

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Context handed off: Capital Markets, Macro & Inflation · SEPLAT, OANDO · SEPLAT, BRENT

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