Demand compression in Apapa vs. supply constraints in Ajah–Sangotedo are creating a ₦30–35 spread per block. Ice cube producers in V/I are absorbing hotel demand surges differently. Field data from 22 operators across four formats.
Three producers operating on generator-only setups are absorbing diesel cost increases rather than pass them on. That discipline has a ceiling, and the data shows exactly where it breaks.
V/I and Lekki hotel procurement desks are consolidating ice cube orders with larger suppliers. We tracked 11 contract switches in Q1 alone — here's the pattern.
Demand for repurposed outdoor units has outpaced supply. We tracked 22 transactions across Q1 to map the price trajectory and sourcing shift.