What if Nigeria refining hub reshapes West African fuel trade?
Dangote plus new modular refineries turn Nigeria into West Africa's fuel-supply hub, cutting regional import bills and strengthening the naira structurally.
how we built this number — every step
The class rate is measured from our dated, sourced event library (decade-normalized Poisson — the full table is public at base_rates.json). The variant’s share within its class is the analyst’s editorial call, published so you can audit it. A wider range means thinner precedent. Full recipe: methodology · scored at Reality Check.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (gold) over time vs the crowd's (Polymarket, blue), from the past toward the 3–10 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. The gold path is an illustrative reconstruction anchored to today's estimate — real dated events, not a live re-estimate history.
What it would mean
If this plays out, it is a risk-on shock. Dangote plus new modular refineries turn Nigeria into West Africa's fuel-supply hub, cutting regional import bills and strengthening the naira structurally. The trigger decomposes into signed root‑shocks — EM currencies ▲ · Gasoline ▼ · Global growth ▲ · Risk appetite ▲ — which propagate through our causal graph to the markets below.
If it happens — the markets it would move
Biggest moves first. Projected moves are cascade-model priors; hist A–B% = what comparable past events actually did (measured abnormal returns), and model prior · unmeasured marks markets with no analogue backing yet. Tap any market for its price history.
| Market | Class | Projected move | |
|---|---|---|---|
| 1 | Turkish lira TRY 📈 chart | FX | ▲ +0.7% hist +0.17–+0.67% · other way -4.28% (n=9) |
| 2 | Solana SOLon Hyperliquid 📈 chart | Crypto | ▲ +0.6% hist -4.84–+7.47% · other way -3.48% (n=8) |
| 3 | Indian rupee INR 📈 chart | FX | ▲ +0.6% hist +0.14–+0.59% · other way +0.38% (n=9) |
| 4 | MicroStrategy MSTRon Hyperliquid 📈 chart | Equity | ▲ +0.5% hist -7.27–+12.68% · other way -2.13% (n=9) |
| 5 | Hyperliquid (HYPE) HYPEon Hyperliquid | Crypto | ▲ +0.5% model prior · unmeasured |
| 6 | Ether ETHon Hyperliquid 📈 chart | Crypto | ▲ +0.4% hist -1.54–+2.74% · other way +3.05% (n=8) |
| 7 | Nasdaq 100 NDXon Hyperliquid 📈 chart | Index | ▲ +0.4% hist +0.01–+0.5% · other way +0.36% (n=9) |
| 8 | Chinese yuan CNY 📈 chart | FX | ▲ +0.3% hist +0.03–+0.33% · other way -0.93% (n=9) |
| 9 | Volatility (VIX) VIXon Hyperliquid 📈 chart | Vol | ▼ -0.3% hist -5.4–+2.26% · other way -1.34% (n=9) |
| 10 | Bitcoin BTCon Hyperliquid 📈 chart | Crypto | ▲ +0.3% hist -4.06–+5.05% · other way +3.51% (n=8) |
| 11 | Semiconductors SMHon Hyperliquid 📈 chart | Equity | ▲ +0.3% hist +-0.0–+0.39% · other way -1.6% (n=9) |
| 12 | Tech sector XLK 📈 chart | Equity | ▲ +0.2% hist +0.03–+0.22% · other way +0.18% (n=9) |
| 13 | Nvidia NVDAon Hyperliquid 📈 chart | Equity | ▲ +0.2% hist -4.27–+2.79% · other way -1.81% (n=9) |
| 14 | S&P 500 SPXon Hyperliquid 📈 chart | Index | ▲ +0.1% hist +0.02–+0.16% · other way -1.16% (n=12) |
Probable recommendation
Historical precedent — what analogous events actually did
Across 17 analogous events (overlap‑weighted), as abnormal returns — market beta stripped, so it's the event's own effect, not the market backdrop. Shown at 20 days (persistent) and 5 days (immediate); ↺ fades = the two horizons disagree. Confidence = consistency × sample × significance.
| Asset | History says | Abnormal (20d · 5d) | Hit | n | Confidence | vs cascade |
|---|---|---|---|---|---|---|
| COIN COIN | LONG | +26.2% · 5d +7.5% | 69% | 7 | 0.33 | ✓ matches cascade |
| NDX NDX | LONG | +0.3% · 5d -0.7% ↺ fades | 68% | 16 | 0.25 | ✓ matches cascade |
| High-yield credit HYG | SHORT | -0.4% · 5d +0.1% ↺ fades | 68% | 13 | 0.24 | · |
| US dollar DXY | LONG | +0.6% · 5d -0.2% ↺ fades | 64% | 17 | 0.23 | · |
| SOL SOL | LONG | +7.4% · 5d -9.5% ↺ fades | 65% | 9 | 0.21 | ✓ matches cascade |
| ETH ETH | LONG | +2.5% · 5d -4.2% ↺ fades | 65% | 9 | 0.21 | ✓ matches cascade |
| Volatility VIX | SHORT | -5.0% · 5d -3.4% | 65% | 16 | 0.21 | ✓ matches cascade |
| AMD AMD | SHORT | -3.0% · 5d -2.4% | 62% | 16 | 0.21 | ⚠ differs |
| SPX SPX | LONG | +0.1% · 5d -0.3% ↺ fades | 61% | 17 | 0.18 | ✓ matches cascade |
| SMH SMH | LONG | +0.2% · 5d -0.3% ↺ fades | 59% | 15 | 0.16 | ✓ matches cascade |
| AVGO AVGO | SHORT | -1.0% · 5d -1.7% | 59% | 10 | 0.16 | ⚠ differs |
| MSTR MSTR | LONG | +12.6% · 5d -4.0% ↺ fades | 56% | 15 | 0.12 | ✓ matches cascade |
| NVDA NVDA | SHORT | -4.5% · 5d -7.3% | 56% | 15 | 0.10 | ⚠ differs |
| INR INR | LONG | +0.2% · 5d +0.4% | 57% | 14 | 0.09 | ✓ matches cascade |