| --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

财务数据和关键指标变化 - 公司第二季度经常性EBITDA为120亿雷亚尔,经营现金流96亿雷亚尔,净债务/EBITDA为0.74倍,资本回报率达12.8% [10][11][12] - 净利润58亿雷亚尔,自由现金流70亿雷亚尔,公司继续为社会发展做出可持续贡献,缴纳税款561亿雷亚尔,派发股息62亿雷亚尔 [10][18] - 公司现金流充裕,现金余额158亿雷亚尔 [10] 各条业务线数据和关键指标变化 - 勘探与生产业务EBITDA受布伦特油价下跌影响有所下降,炼油和营销业务EBITDA也受到负面影响 [11][12] - 天然气和电力业务EBITDA与炼油业务走势一致,下降33% [12] - 公司自有产量有所下降,但前所未有的布兹奥斯产量达到80万桶油当量/天,5年内累计产量达10亿桶 [26][27][28] 各个市场数据和关键指标变化 - 国内成品油销量有所增长,汽油销量增加5%,主要受益于对乙醇的价格优势 [57][58][59] - 出口量有所下降,主要是由于国内炼厂产能利用率提高,减少了出口 [61][62] 公司战略和发展方向及行业竞争 - 公司正在审视资产组合,通过合作伙伴关系和资产出售来优化资产组合 [14][15] - 公司将把15%的投资用于能源转型和低碳业务,包括生物燃料、可再生能源等 [96] - 公司正在与大型企业建立合作伙伴关系,加快知识和技术的转移,降低新业务领域的固有风险 [135] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管面临不利的国际环境,但公司的财务实力和经营韧性依然很强 [10][11] - 公司正在实施新的商业策略,提高了燃料价格的灵活性和竞争力 [4][63][64] - 公司正在加快能源转型,致力于以公平、安全和包容的方式引领巴西能源转型 [4][96] 其他重要信息 - 公司启动了首次股票回购计划,将回购1.578亿优先股,占自由流通股的3.5% [21] - 公司修订了股东回报政策,将自由现金流派息比例从60%调整至45% [19] - 公司在环境、社会和治理(ESG)方面取得进展,如实现范围2排放中和、生物柴油产能扩大等 [24][25][38][39] 问答环节重要的提问和回答 问题1 **Rodrigo Almeida 提问** 在新的定价政策实施近3个月后,公司在提高竞争力方面取得了哪些进展,尤其是在与俄罗斯柴油的竞争中? [107] **Claudio Schlosser 回答** 公司的整个商业工作都以一个非常复杂的计划过程为基础,涉及10万多个变量和4万多个限制条件。这个模型可以优化炼油和物流资产的使用,找到每项业务和每种产品的最优经济方案,包括将原油送到哪个炼厂或出口。这样的规划和优化使公司在产品供给和成本控制方面保持了很好的竞争力,即使面临俄罗斯柴油等竞争。[108][109][110] 问题2 **Pedro Soares 提问** 公司是否考虑设立一个新的法定储备,使用资金来扩大公司业务,还是只会在四季度业绩出炉后决定是否进行额外派息? [116] **Sergio Caetano Leite 回答** 设立新的法定储备需要股东大会批准,需要有合理的理由。目前公司的做法是,如果有额外利润,可以考虑进行额外派息,但具体安排会在年底根据全年业绩情况进行决定。[116][117] 问题3 **Luiz Carvalho 提问** 国内汽油价差对布伦特油价为负值,这意味着公司的定价低于边际成本水平。公司是否可能会在出口时接受低于边际价值的定价? [130] **Claudio Schlosser 回答** 这个问题涉及公司的边际价值。炼油是一个联产过程,产品之间存在关联,因此边际价值不仅仅局限于出口,还包括国内生产和进口。此外,公司的商业策略还包括价格波动的缓释,避免过于频繁的调整,为客户提供相对稳定的价格。公司会根据市场情况适时调整价格,既要考虑国内外市场,也要平衡各产品的关系。[131][132]

FPSO Almirante Barroso 1st oil in May 2023 political, economic and social developments, receipt of governmental approvals and licenses and our ability to obtain financing. In addition, this presentation also contains certain financial measures that are not recognized under Brazilian GAAP or IFRS. These measures do not have standardized meanings and may not be comparable to similarly-titled measures provided by other companies. We are providing these measures because we use them as a measure of company perfo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 o f the Securities Exchange Act of 1934 For the month of August, 2023 Commission File Number 1-15106 PETRÓLEO BRASILEIRO S.A. – PETROBRAS (Exact name of registrant as specified in its charter) Brazilian Petroleum Corporation – PETROBRAS (Translation of Registrant's name into English) Avenida Henrique Valadares, 28 – 19th floor 20231-030 – Rio de Janeiro, RJ Fede ...

Carla Albano Company Participants Hi. Good afternoon, everyone. Welcome to Petrobras Webcast with Analysts and Investors about the First Quarter 2023 Results. It's great to have you join us today. We'd like to inform you that all participants will follow the transmission by Internet as listeners. After an introduction, a Q&A session will begin. You can send us questions by e-mail at petroinvest@petrobras.com.br. To begin, we will watch a message from our CEO, Jean Paul Prates. Dear investors, as we open thi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 for the fiscal year ended December 31, 2022 Commission File Number 001-15106 Petróleo Brasileiro S.A. — Petrobras (Exact name of registrant as specified in its charter) Brazilian Petroleum Corporation — Petrobras (Translation of registrant’s name into English) The Federative Republic of Brazil (Jurisdiction of incorporation or organization) Av ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 o f the Securities Exchange Act of 1934 For the month of March, 2023 Commission File Number 1-15106 PETRÓLEO BRASILEIRO S.A. – PETROBRAS (Exact name of registrant as specified in its charter) Brazilian Petroleum Corporation – PETROBRAS (Translation of Registrant's name into English) Avenida Henrique Valadares, 28 – 19th floor 20231-030 – Rio de Janeiro, RJ Feder ...

Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR) Q4 2022 Earnings Conference Call March 2, 2023 10:00 AM ET Company Participants Carla Albano - Investor Relations Jean Paul Prates - Chief Executive Officer Rodrigo Araujo - Chief Financial & Investor Relations Officer Joao Henrique Rittershaussen - Chief Production Development Officer Conference Call Participants Carla Albano Good afternoon, everyone. Welcome to Petrobras Webcast with Analysts and Investors about the Fourth Quarter 2022 Results. It's great to ...

BR PETROBRAS | --- | --- | --- | --- | --- | |----------------|-------|-------------------------------|-------|-------| | | | | | | | | | 3rd quarter Performance | | 2022 | | FPSO Anna Nery | | — Webcast November 04, 2022 | | | PÚBLICA Disclaimer — PÚBLICA The presentation may contain forward-looking statements about future events that are not based on historical facts and are not assurances of future results. Such forward-looking statements merely reflect the Company's current views and estimates of future ...

Petróleo Brasileiro S.A. - Petrobras (NYSE:PBR) Q3 2022 Earnings Conference Call November 4, 2022 11:00 AM ET Company Participants Carla Albano - Investor Relations Rodrigo Araujo - Chief Financial & Investor Relations Officer Claudio Mastella - Chief Trading & Logistics Officer Fernando Borges - Chief Exploration & Production Officer Joao Henrique Rittershaussen - Chief Production Development Officer Rafael Chaves - Chief Institutional Relations & Sustainability Officer Rodrigo Costa - Chief Refining & Nat ...