Água Marinha 区块位于坎波斯盆地的盐前矿区。该地区于 2022 年在永久共享要约的第一个周期中被收购。 巴西国家石油公司是该区块的运营商，拥有 30% 的股份，与 TotalEnergies （30%）、Petronas （20%） 和 QatarEnergy （20%） 合作。 这家巴西国有公司计划在未来十年内将其在坎波斯盆地的石油和天然气产量翻一番，从 2035 年每天的 50 万 桶油当量 （boed） 跃升至 100 万桶油当量。此外，该公司计划到 2029 年向所谓的坎波斯盆地振兴计划投资 230 亿美元。 巴西国家石油公司在坎波斯盆地的钻探计划取得了新的可喜成果。该公司通知国家石油局 （ANP），称在 Água Marinha 区块的 1-BRSA-1401DA-RJS 井中发现了石油证据，水深为 2,601 米，该钻井船于 7 月由钻井船 Deepwater Aquila 钻探。 ...

Core Insights - Energy and Financial sectors dominate the deep-value landscape, with Petrobras (PBR) and Equinor (EQNR) leading in Energy, while Synchrony Financial (SYF) and Bank of New York Mellon (BK) are at the forefront of Financials [1][2][5] Energy Sector - Petrobras (PBR) trades at an Acquirer's Multiple (AM) of 4.0 with a free cash flow (FCF) yield of approximately 38.1%, reflecting macro and political risks rather than deteriorating fundamentals [2] - Equinor (EQNR) has an AM of 2.5 and a FCF yield of around 12.3%, indicating strong cash generation despite market skepticism [2] - The broader energy complex continues to offer double-digit cash returns at low- to mid-single-digit AMs, highlighting ongoing doubts about the sustainability of oil and gas profitability [3] Financial Sector - Bank of New York Mellon (BK) has an AM of 2.1 and a FCF yield of about 3.2%, while Synchrony Financial (SYF) shows a higher AM of 2.2 with a remarkable FCF yield of approximately 37.9% [1][2] - The market remains cautious regarding credit and capital markets exposure, impacting valuations in the financial sector [1] Market Sentiment - Investors are discounting cyclical exposure and macro sensitivity over underlying cash strength, with Energy priced as a sunset sector despite strong capital discipline and high free cash flow [4] - The clustering of Energy and Financials suggests that patient capital may find opportunities through buybacks, dividends, and resilient earnings if pessimism proves excessive [4] Investment Outlook - The current market setup indicates that Energy and Financials are central to global value, with disciplined capital allocation, attractive valuations, and strong FCF yields rewarding long-term investors willing to endure volatility [5]

Brazil's environmental agency Ibama has requested additional information from state-run oil firm Petrobras as part of the licensing process for drilling in the Foz do Amazonas Basin, according to documents seen by Reuters on Tuesday. ...

Brazil's state-run oil company Petrobras is pushing for a mandate for the use of diesel coprocessed with vegetable oil, CEO Magda Chambriard said on Tuesday, adding that the firm can produce fuel with... ...

Key Takeaways Petrobras has reportedly restarted production at the Tupi field's Cidade de Angra dos Reis FPSO.The vessel's return follows safety upgrades mandated by Brazil's oil regulator ANP.Tupi's restart supports Brazil's 4M bpd output as new FPSOs boost offshore capacity.Petrobras (PBR) , Brazil’s state-controlled integrated oil and gas company, has reportedly resumed operations at its Cidade de Angra dos Reis floating production storage and offloading unit (“FPSO”), located in the Tupi oil field, one ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of PBR, XOM, CVX, BP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to w ...

Petrobras to Raise Production at Leading Offshore Oil Field Tupi https://t.co/Z6cNRRrUdy ...

Key Takeaways PBR is reactivating three fertilizer plants to supply 20% of Brazil's nitrogen demand by 2026.A fourth Mato Grosso do Sul facility will add 15%, raising Petrobras' share to 35% of national demand.The initiative aligns with Brazil's push for fertilizer independence and national supply-chain resilience.Petrobras (PBR) , Brazil’s state-controlled oil and gas company, is poised to play a transformative role in the nation's agricultural supply chain. According to Reuters, as cited in a World-Energy ...

钛媒体App 10月13日消息，据悉，华夏、易方达、汇添富将上报巴西ETF。证监会网站显示，华夏布拉 德斯科巴西伊博维斯帕ETF（QDII）、易方达伊塔乌巴西IBOVESPA ETF（QDII）已上报，这两只ETF 将跟踪两家巴西资管机构旗下发行的Ibovespa指数产品，该指数是巴西乃至拉丁美洲最具代表性的股票 指数，核心亮点在于其高度的资源导向性，指数成分股主要由淡水河谷、巴西石油等全球大宗商品巨头 构成。互挂ETF上报是落实中国与巴西资本市场互联互通的又一成果，华夏、易方达与汇添富今年均与 巴西资管机构合作在巴西发行上市了跟踪国内创业板ETF、中国A50ETF和沪深300ETF的产品，方便巴 西投资者"一键投资中国"。（智通财经） ...

Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR) is one of the cheap stocks to buy for the next 5 years. On October 7, Petrobras and Pluspetrol announced the completion of the first-ever import of unconventional natural gas from Argentina’s Vaca Muerta shale play into Brazil. This pilot shipment totaled 100,000 cubic meters and was completed on October 3, under an agreement between the two companies and their subsidiaries, Petrobras Operaciones/POSA and Gas Bridge Comercializadora. The gas was produced by ...