-- 巴西國家石油公司（Petrobras，簡稱PBR）在最新財報中表示，第一季平均石油、天然氣和天然氣凝析液日產量達323萬桶油當量，較去年同期成長16.1%，季增3.7%。 Petrobras指出，產量成長主要得益於Buzios、Mero、Marlim和Voador油田海上浮式生產儲卸油能力的提升。 本季生產力和營運效率均有所提高，因維護停產造成的產量損失也有所減少。第一季新增10口油井，其中7口位於坎波斯盆地，3口位於桑托斯盆地。 該公司表示，Buzios油田平台於3月20日創下104萬桶原油產量紀錄，並於3月25日創下1,240萬立方米天然氣產量紀錄。 梅羅油田在新井投產後，單日原油產量突破70萬桶大關；同時，桑托斯盆地的平台在3月28日創下天然氣出口量4,480萬立方公尺的紀錄。 與P-78平台相連的兩口油井在開始注氣後，每日產量已增加至約10萬桶原油。 P-79平台於2月21日完成繫泊作業，已將原油處理能力提升至每日18萬桶，並壓縮了720萬立方公尺天然氣。該公司表示，這將使巴西的天然氣供應量增加每日多達300萬立方公尺。 2026年第一季度，巴西石油公司（Petrobras）營運的總產量為465萬桶/日，超過了此前第三季度創下的454萬桶/日的紀錄；其中，自有產量為323萬桶/日，高於2025年第三季度的314萬桶/日。 在超深鹽下油田，巴西石油公司營運的產量為401萬桶/日，其中自有產量為266萬桶/日，均創歷史新高。 該公司石油產品產量較2025年第四季成長6.7%，達到182萬桶/日。其中，68%為中間餾分油，包括柴油、航空煤油和汽油。巴西石油公司表示，這些產品的產量增加使得該季度進口量減少。 煉油產能利用率達95%，較2025年第四季提升6個百分點。 本季燃料出口成長3.3%，日均銷量達18.7萬桶，創下2022年第一季以來的最佳表現。 3月份，裡約熱內盧的液化石油氣產量透過孔普里達和雷東達島碼頭增加至7.58萬噸。 桑托斯港的石油吞吐量創下歷史新高，達到87.9萬立方米，為2000年初以來的最高水準。巴西石油公司表示，燃料油出口量也達到峰值，為40.2萬立方公尺。
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.