Great Post. Quite timely too.
I had a question. I read that Nigeria plans to keep its exports at the same level dispite the disruptions. I guess inventories are building here but going down there. Does anyone know how long can they do this?
Exports yes, but to whom?

The West African Gas Pipeline project will distribute Nigerian gas to about 4 countries to the west.  It is currently starting construction.

Often what is planned does not include disruptions of any kind, so it remains to be seen if the plan can be completed within projections, given the possibility of major disruptions as are now apparently in progress.