Nigeria’s Gas Gambit – A $2 Billion Bet on LNG Leadership

Nigeria’s Gas Gambit is a strategic intelligence brief by Global Eye Intelligence, analysing the $2 billion Final Investment Decision by Shell and Sunlink Energies to develop the HI offshore gas project—one of Nigeria’s most consequential energy moves in years. The project is set to significantly boost gas feedstock for Nigeria LNG, directly supporting the Train 7 expansion and strengthening the country’s position as a critical LNG supplier to Europe and Asia amid shifting global energy dynamics.

This report dissects the project’s structure, offshore focus, and strategic timing, highlighting Shell’s pivot away from onshore Niger Delta risks toward integrated gas and deepwater assets. It evaluates the economic impact on foreign exchange earnings, investor confidence, and Nigeria’s Energy Transition Plan, positioning natural gas as a bridge fuel in a decarbonising world. The brief also explores regional implications through the West African Gas Pipeline framework, Nigeria’s leadership ambitions within ECOWAS energy integration, and competitive pressures from global LNG players.

⚠️ Africa’s LNG race is accelerating—and Nigeria is making its move now. Missing this analysis means missing how energy investment, geopolitics, and transition economics are converging in real time.
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Keywords: Nigeria LNG expansion, Shell Nigeria gas project, offshore gas Africa, Nigeria energy transition, West African gas pipeline, LNG investment Africa, Global Eye Intelligence, Africa Watch energy report.