Core Points - Petrobras is hosting a webcast to discuss its new business plan for the period 2026-2030 [1] - The event includes simultaneous translation into English, indicating a focus on international investors [1] - Key executives present include the President of Petrobras and the Executive Director of Energy Transition and Sustainability [2]

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Petrobras (NYSE:PBR) Update Summary Company Overview - **Company**: Petrobras - **Event**: Business plan presentation for 2026-2030 - **Date**: November 28, 2025 Key Points Business Plan Highlights - The new business plan for 2026-2030 emphasizes a shift from previous strategies, focusing on execution and acceleration of high-value exploration and production (E&P) projects [4][9] - The company plans to invest **$109 billion** over the next five years, with over **70%** allocated to E&P projects [9][19] Production and Financial Performance - Petrobras achieved an **11% increase** in oil production in 2025, reaching an average of **2.4 million barrels per day** [5][9] - The company anticipates reaching **2.7 million barrels per day** by 2028, extending peak production forecasts to **2034** [9][10] - The production of **S10 low sulfur diesel**, the most profitable product, has been expanded, alongside increased natural gas processing [7][8] Revenue Generation - An increase of **100,000 barrels per day** in production generates approximately **$2.5 billion** in additional revenue [7] - The company aims to achieve a production milestone of **3.4 million barrels of oil and gas equivalent per day** by 2028 [10] Cost Management and Efficiency - Petrobras is committed to capital efficiency, with an estimated savings of **$12 billion** in operating expenses between 2025 and 2030 [11][12] - The company has reduced extraction costs from **$2.2 billion** in 2024 to **$1.2 billion** in the current plan [25] - A voluntary dismissal plan is in place to further reduce expenses while maintaining operational safety [26] Market Conditions and Oil Prices - Brent oil prices have dropped from **$83** per barrel to around **$62-63** [11] - The company maintains a balanced Brent price of **$59** per barrel for 2026 to keep net debt stable and fulfill obligations [15] Strategic Initiatives - Petrobras is exploring new frontiers to renew reserves and ensure energy security for Brazil, emphasizing the low carbon footprint of Brazilian oil [10] - The company is focused on optimizing its portfolio and enhancing production efficiency through engineering and process optimization [58][59] Governance and Flexibility - New governance structures have been established to enhance financial sustainability and investment flexibility [62] - The company plans to assess financial capacity quarterly to ensure disciplined resource allocation [17] Future Outlook - Petrobras is optimistic about its production capabilities, with potential for positive revisions in production forecasts due to improved operational efficiency [36][38] - The company is open to increasing shareholder payouts if cash surpluses arise, but prioritizes project funding for long-term value generation [40][41] Challenges - The primary challenge remains the volatility of oil prices and the geopolitical landscape affecting the oil industry [57] - The company is prepared to adjust its investment strategy based on market conditions and oil price fluctuations [82] Conclusion Petrobras is positioning itself for robust growth through strategic investments in E&P, cost management, and operational efficiency while navigating the challenges posed by fluctuating oil prices and market conditions. The focus on sustainability and shareholder value remains central to its long-term strategy.

Brazilian state-run oil firm Petrobras expects to maintain its oil production at some 2.6 million or 2.7 million barrels per day until 2034 after ramping up around 2027, Chief Executive Officer Magda ... ...

Brazil’s state-owned Petrobras has announced that its Board of Directors approved its investment plan for the next five years, Business Plan 2026–2030 (BP 2026–30). The investment budget was reduced by 2% to $109bn (581.2bn reais) as the state-owned oil and gas company adjusts to lower international oil prices. Out of the total investment, $91bn will be directed to projects under implementation, including $10bn for projects needing budget confirmation and financing analysis. The remaining $18bn budget i ...

Brazil’s energy major Petrobras has revised its spending plans for the next five years, prompted by the steady and persistent decline in oil prices. The company now plans to spend 2% less than previously expected over the period between 2026 and 2030. Petrobras will also pay less dividend, Reuters reported, citing the company’s update. Ordinary dividends for the five-year period to 2030 are now seen at between $45 billion and $50 billion, down from a maximum of $55 billion earlier. The update did not incl ...

产量目标与全球影响 这家正式名称为Petroleo Brasileiro SA的能源巨头表示，总投资支出中的910亿美元将分配给已实施项 目，其中仍有100亿美元需根据融资分析结果进行预算确认。其余资金则仍处于"成熟度较低"的分析阶 段。 这家巴西国家控股的石油生产商正面临双重压力：一方面是政府(特别是在2026年总统选举前)促进经济 增长的期望，另一方面是投资者要求高股息和低负债的诉求。削减资本支出可增强公司应对原油价格疲 软的韧性，同时支持股东回报。 因其在巴西具有重要的政治意义，该支出计划受到投资者的密切关注。作为联邦预算的重要资金来源， 这是巴西国油自总统卢拉于2023年上任后首次缩减五年预算。 巴西国家石油公司宣布，将其下一个五年投资计划小幅下调2%至1090亿美元，此举旨在国际油价走低 的背景下保障公司现金流。 上一版计划基于每桶83美元的油价预期制定，而目前布伦特原油交易价格约为63美元。 2026-2030年计划中，71.6%(780亿美元)的资金将投入勘探生产领域，包括提高其盐下区域深水油田的 产量，同时在巴西境内外勘探新区域。 这家总部位于里约热内卢的企业计划在2030年前新增8个海上生产 ...

Brazilian oil major Petrobras announced a 2% decrease in its next five-year investment plan to $109 billion in a move to shield its cash flow at a time of lower international oil prices https://t.co/WJxA1Lamt5 ...

Brazilian state-run oil firm Petrobras has lowered its dividend forecast and cut expected investments by almost 2% in a new five-year business plan announced Thursday, as it grapples with lower crude ... ...

Core Viewpoint - Petrobras (PBR) is showing potential for a bullish trend as it has recently reached a key support level and surpassed the 20-day moving average, indicating a positive short-term outlook [1][4]. Technical Analysis - PBR has moved 6.6% higher over the last four weeks, suggesting it may be on the verge of another rally [4]. - The 20-day simple moving average is a significant trading tool that helps identify short-term trends by smoothing out price fluctuations [1][2]. Earnings Estimates - There have been two upward revisions in PBR's earnings estimates for the current fiscal year, with no downward revisions, indicating growing investor confidence in the stock [4][5]. - The consensus earnings estimate for PBR has also increased, further supporting the bullish sentiment [4].