巴国油、布拉斯科签长期原料供应协议

Core Viewpoint - Brazil's state-owned oil giant Petrobras has signed a long-term raw material supply agreement worth $17.8 billion with polymer producer Braskem, aiming to transition Braskem's production model from naphtha to more cost-competitive natural gas liquids like ethane [1] Group 1: Agreement Details - The agreement consists of two main parts: the first part, valued at $11.3 billion, involves supplying petrochemical-grade naphtha to Braskem's plants in São Paulo, Bahia, and Rio Grande do Sul, with a supply volume of 4.116 million tons in 2026, increasing to 4.316 million tons by 2030 [1] - The second part of the agreement, worth $5.6 billion, includes the supply of ethane, propane, and hydrogen to Braskem's production facility in Caxias do Sul, starting in 2026 and lasting for 11 years [1] Group 2: Additional Contracts - Petrobras has also signed a $940 million propylene supply contract with Braskem, effective from May 2026, with supply responsibilities distributed among three refineries: Recap, Reduc, and Refap [2] - The Recap refinery is expected to supply up to 140,000 tons annually, Reduc up to 100,000 tons, and Refap's supply will gradually increase to 60,000 tons by the end of the contract [2]