-- 巴西国家石油公司（Petrobras，简称PBR）在最新财报中表示，第一季度平均石油、天然气和天然气凝析液日产量达到323万桶油当量，同比增长16.1%，环比增长3.7%。 Petrobras指出，产量增长主要得益于Buzios、Mero、Marlim和Voador油田海上浮式生产储卸油能力的提升。 本季度生产率和运营效率均有所提高，因维护停产造成的产量损失也有所减少。第一季度新增10口油井，其中7口位于坎波斯盆地，3口位于桑托斯盆地。 该公司表示，Buzios油田平台于3月20日创下104万桶原油产量纪录，并于3月25日创下1240万立方米天然气产量纪录。 梅罗油田在新井投产后，单日原油产量突破70万桶大关；与此同时，桑托斯盆地的平台在3月28日创下天然气出口量4480万立方米的纪录。 与P-78平台相连的两口油井在开始注气后，日产量已增至约10万桶原油。 P-79平台于2月21日完成系泊作业，已将原油处理能力提升至每日18万桶，并压缩了720万立方米天然气。该公司表示，这将使巴西的天然气供应量每日增加多达300万立方米。 2026年第一季度，巴西石油公司（Petrobras）运营的总产量为465万桶/日，超过了此前第三季度创下的454万桶/日的纪录；其中，自有产量为323万桶/日，高于2025年第三季度的314万桶/日。 在超深盐下油田，巴西石油公司运营的产量为401万桶/日，其中自有产量为266万桶/日，均创历史新高。 该公司石油产品产量较2025年第四季度增长6.7%，达到182万桶/日。其中，68%为中间馏分油，包括柴油、航空煤油和汽油。巴西石油公司表示，这些产品的产量增加使得该季度进口量有所减少。 炼油产能利用率达到95%，较2025年第四季度提升6个百分点。 本季度燃料出口增长3.3%，日均销量达18.7万桶，创下自2022年第一季度以来的最佳表现。 3月份，里约热内卢的液化石油气产量通过孔普里达和雷东达岛码头增至7.58万吨。 桑托斯港的石油吞吐量创下历史新高，达到87.9万立方米，为2000年初以来的最高水平。巴西石油公司表示，燃料油出口量也达到峰值，为40.2万立方米。
Related Articles
Australia
RBC Cuts Price Target on Check Point Software Technologies to $135 From $157, Keeps Sector Perform Rating
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $114.97, Change: $+2.50, Percent Change: +2.22%
$CHKP
Oil & Energy
EMEA Oil Update: Crude Eases as Iran Sends Fresh Proposal to US
Global energy markets remain on edge on Friday as reports emerged that Tehran has submitted a fresh diplomatic proposal for negotiations with Washington.The Brent futures contract eased 0.3% to $110.71 per barrel. Murban futures fell 1.5% to $106.39 per barrel.According to state news agency IRNA, the latest proposal was reportedly delivered to US officials via Pakistani mediators late Thursday.However, crude remains on track for weekly gains as the fundamental dual blockade persists."Brent Crude remains elevated after hitting a wartime high on Thursday, with no sign that US and Iranian blockades of the Strait of Hormuz will be lifted anytime soon, prolonging and worsening the supply squeeze," Saxo Bank analysts said.As the blockade of the Strait of Hormuz enters its third month, the prospect of a swift resolution has dimmed, with Iran's new Supreme Leader and the US administration both doubling down on their respective positions.Iran's new Supreme Leader, Mojtaba Khamenei, signaled a hardline shift in Tehran's policy. Khamenei vowed that the Islamic Republic would not abandon its nuclear or missile technologies, explicitly stating that Iran intends to maintain its grip on the Strait of Hormuz, according to a Saxo Bank note.Simultaneously, US President Donald Trump has maintained a firm stance on the blockade of Iranian ports, despite the resulting upward pressure on global oil prices.Meanwhile, the wait-and-see period for the paper markets may be ending."The gap between the paper and physical markets is narrowing as tightness begins to materialise for the first time since the conflict began," ANZ analysts said.
Oil & Energy
Analysts Expect Another OPEC Output Hike Decision Despite Hormuz Disruptions
The forthcoming meeting of seven members of the Organization of Petroleum Exporting Countries, and its allies, slated for Sunday, is expected to see another increase in output quotas, but the decision will remain largely on paper until the Strait of Hormuz conundrum is solved, analysts told.Nader Itayim, Middle East Gulf editor at Argus Media, said in an email that he expects the outcome of the meeting to be largely similar to that of April and March, a "theoretical" increase in output quotas, which was unlikely to have any physical impact.He attributed this to the sharp drop in production across most OPEC+ members over the past two months since the conflict began, leaving output "well below quota" with the hike for April still not materializing.Yet, he expects another hike in production, because the purpose of these meetings "is planning for the future, rather than impacting current supply."He expects the increase to come in below last month's 206,000 barrels per day, largely due to the UAE's exit from the group earlier this week, which accounted for less than 10% of this figure, or under 20,000 barrels per day. Keeping with the same formula, he expects a hike of 188,000 barrels per day from the upcoming meeting.Neil Crosby, the Head of Research at Sparta Commodities, held a similar view, noting that the UAE's exit would be "a drop in the bucket" relative to the broader OPEC+ output.Even after the Strait of Hormuz reopens, he said that the Gulf nation's decision to quit the group "is more of a medium-term supply story" at best, which too will not be a concern with countries across the globe refilling their inventories that were depleted during the war.