Lucro da Petrobras atinge $9 bi no segundo trimestre
O aumento de quase 65pc no preço do petróleo Brent elevou os resultados da Petrobras no segundo trimestre, com um lucro de $9 bilhões no período.
O balanço da estatal pode reacender críticas de parte da classe política em meio aos esforços para conter a inflação dos combustíveis.
O preço médio do petróleo bruto ficou em $113,78/barril no segundo trimestre, em comparação com $68,83/b no mesmo período do ano passado. As receitas da Petrobras acompanharam o aumento das cotações do barril, crescendo para $34,7 bilhões, ante $20,9 bilhões no mesmo período em 2021.
Paradas para manutenção mantiveram a produção doméstica da Petrobras em 2,114 milhões de b/dia, queda de 5pc em relação ao ano anterior.
As exportações de petróleo da empresa ficaram em 531.000 b/d, em média, redução de 28,5pc na base anual. Já a receita proveniente das exportações aumentou 18,7pc, para $5,593 bilhões no segundo trimestre, antes $4,711 bilhões no ano passado. A parcela de petróleo com destino à China encolheu de 45pc em 2021 para 15pc neste ano. O incremento de fluxo de petróleo russo para China e Índia no período desviou mais exportações da estatal para Europa e países da América Latina, uma mudança que a empresa informou estar pronta para atender por conta de anos de desenvolvimento de mercado.
O aumento dos custos de exploração de petróleo, principalmente pela combinação de variação cambial e menor produção, pesou nos números de exploração e produção da Petrobras, que ficaram em $10,8 bilhões no trimestre, ainda assim mais que o dobro do apurado no mesmo período em 2021.
Os lucros do segmento de downstream (refino, distribuição e revenda) avançaram 65pc para $2,761 bilhões no segundo trimestre graças às margens mais elevadas nas vendas domésticas de combustíveis, que acompanharam a alta do mercado internacional.
O conselho da Petrobras aprovou o pagamento recorde de dividendos aos acionistas de R$87,8 bilhões ($16,9 bilhões), quase o dobro dos dividendos do primeiro trimestre. O pagamento será escalonado em agosto e setembro, o que deve ajudar as contas do governo, acionista controlador da empresa, antes das eleições.
A companhia informou que o plano de investimentos de $68 bilhões para o período de 2022-26 se baseia no fluxo de caixa operacional e não deve afetar a alavancagem financeira.
"Não há investimentos represados por restrição financeira ou orçamentária e a decisão de uso dos recursos excedentes para remunerar os acionistas se apresenta como a de maior eficiência para otimização da alocação do caixa", informou a empresa.
A Petrobras encerrou o segundo trimestre com uma dívida bruta de cerca de $53,6 bilhões, redução de 8,5pc em relação ao primeiro trimestre de 2022.
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US House advances Ukraine, Israel aid bills
US House advances Ukraine, Israel aid bills
Washington, 17 April (Argus) — The Republican-controlled US House of Representatives is preparing to advance a bill to extend military and economic aid to Ukraine, as Kyiv has complained about critical shortages of ammunition on the battlefield and has resorted to aerial attacks against refineries in Russia. The House is also advancing a separate bill to extend military aid to Israel and to pay for the rising cost of US operations in the Middle East, including the cost of providing maritime protection from the Houthi attacks on commercial shipping in the Red Sea. Yet another bill would extend military aid to Taiwan and other US partners and allies in the Indo-Pacific region. The US Senate in February approved a bill providing around $60bn in military aid for Ukraine, $14bn for Israel, and $9bn in humanitarian aid to Gaza and other global crisis spots. House speaker Mike Johnson (R-Louisiana) has, in effect, deconstructed the Senate bill into individual components in an effort to facilitate their passage in a chamber where his party has a two seat majority and the Republican lawmakers allied with former president Donald Trump oppose aid to Ukraine. In an effort to secure the Republican caucus' assent to the three foreign aid bills, Johnson is also planning to advance a separate bill including a hodgepodge of his party's policy priorities, such as a ban on social media network TikTok and sanctions against Iran. Yet another bill would advance draconian restrictions on immigration and strengthen the security of the US-Mexico border. None of the bills released today would require President Joe Biden to reconsider his pause on the issuance of new LNG export licenses. Johnson's legislative proposal has immediately drawn opposition from some members of his party, two of which said they would move to oust him as speaker. Johnson assumed his position after his predecessor Kevin McCarthy was ousted in October following a compromise government funding deal with House Democrats. "Every true conservative America First patriot in the House should vote against the rule for this borrowed foreign aid bill with no border security!" congressman Bob Good (R-Virginia) said via X social network. The foreign aid bills will have to have the backing of the Democratic caucus and a sufficient number of Republicans in order to pass. Biden said he supports the three foreign aid bills proposed by Johnson. "The House must pass the package this week and the Senate should quickly follow," Biden said. The majority-Democratic Senate leaders likewise have signaled willingness to consider separate aid bills so long as those do not significantly differ from the version passed by the Senate. The only major differences in the House version of the Ukraine aid bill is a requirement that the US provide no more than 50pc of the total economic assistance extended to Ukraine by western countries, as well as a requirement for Ukraine to repay the $9.5bn in direct economic support under the bill. Congress since February 2022 has allocated $114bn in aid to Ukraine, including $66bn for military supplies. The EU in the same period has allocated $150bn to Ukraine, mostly in economic support. By Haik Gugarats Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.
June deadline set for Citgo auction bids
June deadline set for Citgo auction bids
Houston, 17 April (Argus) — Bidders for Citgo's US refining assets have until 11 June to submit offers for the company's 805,000 b/d of refining capacity and associated assets, with a tentative sale hearing set for 15 July. Documents filed Tuesday in the US District Court for the District of Delaware set 11 June as the deadline for interested parties to submit final binding bids after non-binding bids were received 22 January. The court began the auction process for Citgo's parent PdV Holding (PdVH) in October, part of the process of satisfying debts owed by Venezuelan-state owned oil company PdV. The court will file a notice of a successful bid "as soon as reasonably practicable" following the 11 June deadline and selection of a successful bidder. No date has been set for the filing of objections to the sale or replies to the objections before the tentative 15 July hearing. The legal wrangling over Citgo is unlikely to conclude even if the Delaware court successfully executes the sale as 27 businesses have filed claims against Citgo amounting to more than $21bn. The scale of Citgo's operations in the US are also a challenge to any potential buyer. Few companies look ready to buy the company's three refineries, three lubricants plants and retail and midstream assets. The assets have been valued by various analysts anywhere between $6.5bn and $40bn, with a lofty valuation potentially deterring bidders. But the auction process itself has been the main cause for concern. Independent refiner PBF Energy's chief executive Matthew Lucey previously called the auction a "quagmire" , considering its ties to a complex geopolitical situation in Venezuela, saying he did not expect the sale to go anywhere in the near term. Marathon Petroleum expressed similar disdain. "We're not interested in the auction process," Marathon chief executive Michael Hennigan said on an earnings call in October . By Nathan Risser Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.
Idemitsu books rare US Gulf-Vancouver HVO cargo
Idemitsu books rare US Gulf-Vancouver HVO cargo
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Exxon German refinery sale in limbo after court ruling
Exxon German refinery sale in limbo after court ruling
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