
巴西国家控股石油生产商巴西国家石油公司第三季度将产量提升至纪录高位,并让炼油厂接近满负荷运转,帮助该国应对伊朗战争导致的全球能源市场动荡。
Brazil’s state-controlled oil producer Petrobras lifted production to a record and ran its refineries near full capacity in the third quarter, helping the country weather disruptions to global energy markets from the Iran war.
该公司正式名称为巴西石油公司,周三在一份文件中表示,油气产量同比增长12%,达到每天351万桶油当量。与第二季度相比,产量增长5.3%,因为巴西国家石油公司加快了深水油田新平台的投产,包括巨大的布济奥斯项目的P-78和P-79平台。
Oil and gas output climbed 12% on year to 3.51 million barrels of oil equivalent a day, Petroleo Brasileiro SA, as the company is formally known, said in a filing on Wednesday. Production rose 5.3% compared to the second quarter as Petrobras ramped up new platforms at deep-water fields, including the P-78 and P-79 units at the giant Buzios project.
巴西国家石油公司表示,浮式生产储油船“亚历山大·德·古斯芒”号在梅罗油田达到了峰值产量,且因维护停工造成的损失减少。
The floating production and storage vessel Alexandre de Gusmao reached peak production at the Mero field, and there were fewer losses from maintenance shutdowns, Petrobras said.
产量和炼油的增长帮助拉美最大经济体限制了其对全球能源冲击的敞口。巴西国家石油公司在该季度将炼油厂开工率维持在99%,柴油产量创纪录。
The growth in production and refining has helped Latin America’s largest economy limit its exposure to the global energy shock. Petrobras ran its refineries at 99% of capacity during the quarter, reaching record diesel production.
根据Ativa Investimentos分析师伊兰·阿贝特曼的说法,该季度每天280万桶的原油产量使巴西国家石油公司高于其隐含的2026年指引,并为2027年提供了更高的起点;他在报告发布前的一份研报中已指出了这一潜力。
Oil production of 2.8 million barrels a day in the quarter puts Petrobras above its implied 2026 guidance and gives the company a higher starting point for 2027, according to Ativa Investimentos analyst Ilan Arbetman, who had flagged the potential in a note ahead of the report.
巴西利用补贴和减税来缓冲消费者免受飙升的燃油成本冲击,而巴西国家石油公司则让炼油厂保持高开工率以供应国内市场。
Brazil has used subsidies and tax cuts to cushion consumers from soaring fuel costs, while Petrobras has kept its refineries running at high rates to supply the domestic market.
但随着布伦特原油交易价格超过每桶110美元,且巴西国家石油公司燃油价格滞后于国际基准,要求该公司提价的压力正在积聚。据燃料进口商协会Abicom称,周三巴西国家石油公司的平均柴油出厂价比进口平价每升低3.76雷亚尔(0.70美元),差距达115%。该协会称,汽油价格比国际水平低24%。
But with Brent trading above $110 a barrel and Petrobras fuel prices lagging international benchmarks, pressure is building on the company to raise prices. On Wednesday, Petrobras’s average diesel price at the refinery gate was 3.76 reais ($0.70) a liter below import parity, a gap of 115%, according to fuel importers association Abicom. Gasoline was 24% below international levels, according to the group.