PETROBRAS - PETROLEO BRASILEIRO SA
No SEC Form 4 filings for $PBR in the last 30 days.
See all $PBR insider activity →Oil prices rose Friday, Aug. 14, after Washington threatened tighter economic isolation of Iran and the Strait of Hormuz remained closed. Brent rebounded toward about $88/bbl and WTI proxy USO rose 1.26% to $126.60. The move followed supply-risk concerns despite a bigger-than-expected US crude inventory build. Latin oil stocks were mixed, with YPF up 1.21% to $50.05 and Petrobras nearly flat at $17.88.
Petrobras (PBR) reported Q2 2026 results in an earnings call, citing record recurring net profit and strong operations. Management said oil production rose to 2.7 million bpd, exports increased 12%, and refinery utilization reached 101%. Q2 CapEx was $5.3B, adjusted EBITDA $20B, operating cash flow $12.3B, and full-year CapEx guidance is $16.9B.
Alunorte, operator of Brazil’s Barcarena alumina refinery, reduced production by half after natural gas supply disruptions, according to Hydro. Hydro said it began contingency steps including direct spot LNG procurement and seeking access to the CELBA LNG terminal operated by New Fortress Energy. A spot cargo is being delivered on Maran Gas Vergina. New Fortress is seeking market terms for supply and has faced arbitration claims.
Over the past 7 days, alphai's AI scored 8 news stories mentioning PBR (PETROBRAS - PETROLEO BRASILEIRO SA). Coverage has skewed bullish: 4 bullish, 2 neutral, and 2 bearish.
Recent PBR coverage spans commodities, earnings and financial news.
Flat performance versus oil suggests Brazil-specific political or fiscal risk is currently binding for foreign investors.
Operational outperformance and updated spending guidance should support near-term cash flow expectations, while higher logistics and FX risk could pressure costs.
Cargo diversion and resales indicate Petrobras’ role in LNG supply chain, but the article does not show a new Petrobras contract or financial outcome.
PBR underperformed the crude proxy, suggesting investors are pricing Brazil-specific political risk more than the oil tape.
Record output and higher cash generation should support near-term sentiment and reinforce production ramp credibility, though it is not a new guidance change.
alphai scores every news story that mentions PBR with an AI model for sentiment and relevance, and aggregates insider trades from PETROBRAS - PETROLEO BRASILEIRO SA's SEC EDGAR Form 4 filings. Figures refresh continuously.
Oil prices rose Friday, Aug. 14, after Washington threatened tighter economic isolation of Iran and the Strait of Hormuz remained closed. Brent rebounded toward about $88/bbl and WTI proxy USO rose 1.26% to $126.60. The move followed supply-risk concerns despite a bigger-than-expected US crude inventory build. Latin oil stocks were mixed, with YPF up 1.21% to $50.05 and Petrobras nearly flat at $17.88.
7 min readPetrobras (PBR) reported Q2 2026 results in an earnings call, citing record recurring net profit and strong operations. Management said oil production rose to 2.7 million bpd, exports increased 12%, and refinery utilization reached 101%. Q2 CapEx was $5.3B, adjusted EBITDA $20B, operating cash flow $12.3B, and full-year CapEx guidance is $16.9B.
9 min readAlunorte, operator of Brazil’s Barcarena alumina refinery, reduced production by half after natural gas supply disruptions, according to Hydro. Hydro said it began contingency steps including direct spot LNG procurement and seeking access to the CELBA LNG terminal operated by New Fortress Energy. A spot cargo is being delivered on Maran Gas Vergina. New Fortress is seeking market terms for supply and has faced arbitration claims.
6 min readOil prices were mixed as US crude stocks rose while geopolitical supply risks persisted. The WTI-tracking USO ETF settled at $127.30, down 0.24%. The EIA reported a 17.4 million barrel inventory build to 424.4 million barrels, but said Hormuz disruption keeps 600,000 bpd offline through end-2027. Petrobras, YPF, and Ecopetrol fell in New York.
6 min readPetrobras reported Q2 2026 net income of R$52.4 billion (US$10.4 billion) on record oil and gas output. Total production rose to 3.34 MMboed, with Petrobras-operated at 4.87 MMboed and operated pre-salt at 2.78 MMboed. The company invested R$26.7 billion, advanced multiple FPSOs, and increased Brazil oil output and crude exports.
5 min readAfter US-Iran diplomacy collapsed over Strait of Hormuz conditions, WTI rose sharply. USO, a WTI tracking fund, gained 6.73% to settle at $125.92, while WTI settled at $82.13 and Brent at $87.72. Latin American oil stocks rallied: Petrobras closed at $18.33 (+2.06%), YPF at $50.94 (+3.62%), and Ecopetrol at $17.05 (+1.61%).
7 min readPetrobras reported Q2 2026 net income of R$52.4 billion (US$10.4 billion), up 97% year over year. Adjusted EBITDA was R$93.8 billion. Operating cash flow rose 46% to R$61.8 billion. Oil production hit 2.7 million bpd and refinery utilization reached 101.2%. Dividends of R$17.4 billion were approved.
4 min readCrude prices fell Friday, extending a week-long decline despite an expanding Middle East conflict and a Strait of Hormuz supply shock. The WTI-tracking USO fund closed at $117.98, down 0.75%. Latin American oil stocks dropped, led by Petrobras ADR down 3.02% to $17.96 and Ecopetrol down 3.56% to $16.78; YPF fell 0.91% to $49.16.
7 min readPetrobras said its 2027-2031 business plan targets full diesel self-sufficiency in Brazil by 2031, raising the goal from 85% in the current 2026-2030 plan. The company aims to lift diesel capacity to about 1.25 million bpd from roughly 700,000 bpd, reducing imports that still cover about a quarter of demand. Petrobras cited expansions at existing refineries and possible new projects.
4 min readPetrobras’ Q2 earnings call highlighted higher oil production and refining performance. According to the company, oil production rose 15% year over year, with key platforms producing 100,000 to 120,000 bpd. Adjusted EBITDA was $20B, up 70% quarter over quarter, and gross profit was $19.5B. Operating cash flow was BRL 12.3B. Gross debt was BRL 70.8B.
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