PB PBR PETROLEO BRASILEIRO S.A.-PETROBRAS ADS (REP 1 COMMON SHARE) Loading... PBR.A : Bullish and Bearish Analyst Opinions

Petrobras approved opening a competitive process for a diesel hydrotreatment unit at the REPAR.

Petrobras announces the Alexandre de Gusmao FPSO reached peak production at the Mero pre-salt.

Petrobras receives 6.9 billion reais from Brazil's fuel subsidy program as part of government.

Petrobras announces discovery of hydrocarbons in an exploratory well located in the Foz do.

"Watch non-Gulf producers on read-through"

Petrobras announces a 1.9 percent increase in jet fuel prices effective August 1.

Brazil's national oil company is producing above the designed capacities of offshore platforms.

Bunge has signed a supply agreement with Petrobras and Vibra to provide feedstock for SAF production, signalling increased demand from the renewable fuels sector in Brazil.

Petrobras' offshore developments in the Santos Basin remain a key source of demand for BKR's oilfield services.

Brazilian state-controlled oil producer Petrobras has kept its P-52 offshore production.

Petrobras will make a 300 million real payment to Brazil's ANP under a regulatory agreement.

Petrobras commits to fixing compliance gaps at 335 offshore wells as reported by Brazil's ANP.

Petrobras and Pemex, Latin America's two biggest oil producers.

Petrobras plans to resume fertilizer plant construction in Mato Grosso do Sul by September.

Brazil's oil regulator ANP approves a 740 million reais payment to Petrobras under the first.

Petroleos Mexicanos' new CEO is expected to visit Brazil to explore a Gulf of Mexico oil deal.

Petrobras plans to resume importing diesel at the end of June according to a report from Valor.

John Arnold expresses surprise or skepticism about Petrobras in a reply to Meb Faber.

Rockwell won a large integrated automation services contract with Petrobras for its Buzios offshore field, indicating sustained upstream spending by Petrobras in Brazil.

Author states Petrobras's gasoline price freeze is 'mathematically unsustainable' and costs $20B/year. If the freeze breaks after October elections, domestic gasoline would jump to international parit

Campbell discusses how raising Brazil's ethanol blend could strain domestic crude supply.

Petrobras continues to be a major customer, signing a long-term service agreement for its FPSO fleet.

Petrobras is generating strong cash flows despite recent commodity volatility. The business is not structurally broken and remains dominant, with macro risks already reflected in the cheap price. The market may be overly discounting the stock due to past Brazilian instability. Commodity price drops, political interference, currency risk.

Middle East and Russian oil supplies are under severe threat from ongoing wars and refinery attacks. A disruption in Eastern oil supply, specifically if the US cuts off Iranian shipments, will force global demand to shift entirely to Western producers. Long PBR.A as the author's highest conviction play to capitalize on the impending Western oil boom. Geopolitical de-escalation; US does not target Kharg Island; global recession destroying oil demand.

"We continue increasing ramping up our production... Our navigation routes do not cross the Strait of Hormuz. We have an alternative route through the Red Sea. So there is not crucial for us to cross the Strait of Hormuz." Middle Eastern oil supply is severely threatened by the closure of the Strait of Hormuz. South American producers like Petrobras benefit from the elevated global risk premium on crude prices while remaining physically insulated from the Persian Gulf shipping blockades. Long non-Middle Eastern oil producers that can safely export and capture high global crude prices. A sudden, definitive peace agreement in the Middle East would collapse the geopolitical risk premium in oil, dragging down all energy equities.

Yergin highlights resilience outside the Middle East: "Canada [is at] 4 million barrels a day. Brazil is 4 million barrels a day... So there are alternatives." In a Middle East crisis, capital flees the conflict zone and seeks "safe barrels." Brazil (Petrobras - PBR) and Canada (Suncor - SU) offer oil production exposure that is physically removed from the Iranian conflict zone, making their supply more reliable and valuable relative to Gulf producers. LONG non-OPEC, Western Hemisphere producers as a geopolitical hedge. Global recession triggered by high energy prices could lower overall oil demand, hurting all producers regardless of location.

First Squawk (@FirstSquawk) PETROBRAS’S P-80, P-82.

Brazil’s state-controlled oil producer Petrobras surpassed profit expectations after robust oil.

"I went long energy stocks a number of months ago... very long because they were unloved." He specifically mentions buying large companies in "Europe and Brazil" that pay "7, 8, 9, 10% dividends." The market is ignoring the cash-flow generation of legacy energy producers. While US investors focus on domestic tech, international majors (Shell, Total, Petrobras) trade at massive discounts with high yields. Geopolitical tension (Iran) serves as a call option on oil prices. Long diversified energy majors, with a specific focus on international dividend payers. Global recession crushing oil demand; windfall taxes on energy profits.

Petrobras is trying to restart Brazilian urea plants, but high costs and logistics issues may limit their impact on the market.