巴西石油(PBR)

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Petrobras Prepares Drill Ship Deployment for Oil Exploration in Amapa
ZACKS· 2025-05-21 20:40
Petrobras (PBR) , Brazil's state-controlled integrated oil and gas company, is accelerating preparations to deploy a drill ship to the northern state of Amapá, targeting the highly prospective Foz do Amazonas Basin. According to Reuters, final adjustments are underway to clear coral remnants from the vessel’s hull, positioning the ship for departure by the end of May 2025. This movement is a crucial component of Petrobras’ broader strategy to unlock what is widely regarded as Brazil’s most promising new off ...
Petrobras Plans Return to Nigeria Amid Upstream Realignment
ZACKS· 2025-05-16 20:16
Petrobras (PBR) , Brazil’s national oil and gas company, is preparing a strategic return to Nigeria’s oil industry, with plans to pursue deepwater exploration in the West African nation. After a decade-long absence, PBR is signaling renewed interest in Nigeria’s offshore frontier acreage. This is in sync with its aggressive investment blueprint through 2029.This renewed engagement is expected to unlock mutual benefits for both nations, revitalizing a relationship that dates back to the 1980s when Brazil’s s ...
Petrobras Stock Looks Cheap, But Is That Enough to Hold On?
ZACKS· 2025-05-15 20:46
Although Petrobras (PBR) is trading at a steep discount, Brazil’s state-controlled energy major may be cheap for a reason. Valuation alone isn’t enough to offset the multiple challenges facing the company. PBR recently posted Q1 2025 earnings that missed on both the top and bottom lines. Earnings per share were reported at 62 cents, which missed the Zacks Consensus Estimate of 92 cents and declined from 75 cents a year ago. Revenues dropped 11.3% to $21.07 billion. While a new oil discovery in the Santos Ba ...
Petrobras Q1 Earnings Slump on Flat Production, Price Drop
ZACKS· 2025-05-14 21:55
核心观点 - 巴西国家石油公司(Petrobras)第一季度每股ADS收益为62美分,低于Zacks共识预期的92美分,也低于去年同期的75美分,主要由于下游产量下降和原油实现价格下跌[1] - 公司第一季度净利润为40.29亿美元,同比下降25.7%,调整后EBITDA为104.46亿美元,同比下降13.9%,营收为210.73亿美元,同比下降11.3%[2] - 公司计划支付21亿元人民币的股息和股权利息[3] 上游业务 - 第一季度平均油气产量为277.1万桶油当量/日(其中80%为液体),与2024年同期的277.6万桶基本持平[4] - 巴西本土油气产量占总产量的99%,为274万桶油当量/日[4] - 原油平均实现价格为75.66美元/桶,同比下降9.1%,导致上游收入从160.77亿美元降至150.67亿美元[5] - 盐下层系开采成本同比上升12.7%至7.08美元/桶,上游净利润同比下降14.7%至49.87亿美元[6] 下游业务 - 下游收入同比下降9.9%至199.89亿美元,主要由于产量下降[7] - 下游利润从7.75亿美元大幅下降至3.67亿美元,除产量因素外,设备利用率下降也是重要原因[7] 成本与支出 - 销售及管理费用下降13.8%至15.34亿美元,销售费用从13.33亿美元降至10.9亿美元[8] - 其他费用和材料成本下降导致总运营费用减少4.9%[8] - 运营收入从89.84亿美元降至72.76亿美元[9] 财务状况 - 资本支出为40.65亿美元,高于去年同期的30.43亿美元(不含签约奖金)[10] - 连续第40个季度实现正自由现金流,为45.36亿美元,但低于去年同期的65.47亿美元[11] - 净债务从436.46亿美元增至560.34亿美元,现金及等价物为46.95亿美元[12] - 净债务与EBITDA比率从0.86恶化至1.45[12] 同业表现 - 雪佛龙(CVX)每股收益2.18美元超预期,得益于美国天然气产量超预期(2859MMcf/d vs 2666MMcf/d预期)[14] - 康菲石油(COP)每股收益2.09美元超预期,主要由于产量增加部分抵消了油价下跌影响[16] - 马拉松石油(MPC)每股亏损0.24美元好于预期,炼油与营销部门EBITDA达4.89亿美元远超预期的2.86亿美元[18]
Petroleo Brasileiro S.A. - Petrobras (PBR) Q1 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-05-14 05:07
公司管理层 - 公司CEO为Magda Chambriard 但不会参与问答环节 [1][3] - CFO兼投资者关系官为Fernando Melgarejo [1][3] - 勘探与生产部门主管为Sylvia dos Anjos [1][3] - 物流销售与市场执行董事为Claudio Schlosser [1][3] - 工程技术与创新执行董事为Renata Baruzzi [1][3] - 企业事务执行董事为Clarice Coppetti [1][3] - 能源转型与可持续发展执行董事为Mauricio Tolmasquim [1][3] - 工业流程与产品执行董事为William France da Silva [1][3] 投资者会议 - 会议时间为2025年5月13日美国东部时间上午11点 [1] - 投资者可通过邮件petroinvest@petrobras com br提交问题 [2] - 参会机构包括高盛 美银 摩根大通 摩根士丹利等投行 [2]
Petrobras(PBR) - 2025 Q1 - Quarterly Report
2025-05-13 23:25
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 of the Securities Exchange Act of 1934 For the month of May, 2025 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 – 9th floor 20231-030 – Rio de Janeiro, RJ Federativ ...
Petrobras Secures Natural Gas Supply Agreement With Portobello
ZACKS· 2025-05-13 19:51
Petrobras (PBR) has secured a new contract with Portobello, Brazil’s prominent ceramic maker and the biggest natural gas consumer in the state of Santa Catarina, for the supply of natural gas. This partnership not only highlights the oil and gas company’s strategic move into the ceramics industry but also marks a landmark in the expansion of natural gas supply within the free market in Brazil. With this new alliance, With this new partnership, Petrobras demonstrates its strong commitment to providing reliab ...
Is Petrobras Stock a Safe Bet Before Its Q1 Earnings Release?
ZACKS· 2025-05-07 22:15
Petroleo Brasileiro S.A., or Petrobras (PBR) , is slated to release first-quarter 2025 results on May 12. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) and revenues is pegged at 92 cents and $21.7 billion, respectively. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The earnings estimates for the to-be-reported quarter have been revised downward by 14% over the past 30 days. The bottom-line projection indicates an improvement of 22.7% from the ...
Petrobras: Gigantic Yield, It's A Buy
Seeking Alpha· 2025-05-03 00:50
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!Petrobras (NYSE: PBR ) (NYSE: PBR.A ) is a leading South American energy company that trades at a very undemanding valuation and that offers a huge dividend yield. While ...
Petrobras (PBR) Rises But Trails Market: What Investors Should Know
ZACKS· 2025-05-02 06:50
The latest trading session saw Petrobras (PBR) ending at $11.35, denoting a +0.53% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.63%. Meanwhile, the Dow experienced a rise of 0.21%, and the technology-dominated Nasdaq saw an increase of 1.52%.Coming into today, shares of the oil and gas company had lost 21.54% in the past month. In that same time, the Oils-Energy sector lost 11.18%, while the S&P 500 lost 0.7%.Market participants will be closely foll ...