Navigating Opportunities in the NNPC Limited Gas Master Plan 2026

Nigeria’s energy sector is entering a critical phase with the issuance of the NNPC Limited Gas Master Plan 2026 (the “NGMP” or the “Plan”), which sets out a clear framework for unlocking the commercial value of Nigeria’s gas resources. Nigeria’s gas market is now being measured against hard delivery targets, not ambition. The NGMP frames the sector around three numbers that matter commercially: proven gas reserves of 209.26 Tcf, a production target of 10 Bcf/d by 2027 scaling to 12 Bcf/d by 2030, and a stated ambition to mobilise over US$60 billion in gas investments by 2030. That combination makes the NGMP relevant for anyone allocating capital, planning infrastructure, or locking in long-term offtake over the next 24–48 months because it shifts the conversation from “resources” to “deliverability, infrastructure and payment”.

This draft is intended to provide all our clients with focused insights into the opportunities arising under the NGMP, including how to navigate the applicable regulatory frameworks, structure strategic partnerships, and leverage fiscal incentives, to participate effectively in Nigeria’s gas-led growth agenda and support long-term energy security.