These are expected government subsidy payments under previously announced programs — no new information on operational performance or guidance. Monitor upcoming quarterly results for impact on refining margins and free cash flow.
Price Chart
Executive Summary
Petrobras received R$ 2.8 billion in new subsidy payments from the Brazilian government for gasoline and diesel sales, bringing cumulative receipts under the fuel subsidy programs to approximately R$ 16 billion. This is a routine cash inflow from existing government programs, not a surprise catalyst.
Key Facts
- Received R$ 39.6 million residual diesel payment from Provisional Measure No. 1,340
- Received R$ 467.7 million for gasoline sales (July 1-15) under Provisional Measure No. 1,358
- Received R$ 2.3 billion for diesel sales (July 1-15) under Provisional Measure No. 1,363
- Cumulative receipts under diesel, gasoline, and LPG subsidy programs total approximately R$ 16 billion
Financial Impact
R$ 2.8 billion in new installments received; cumulative ~R$ 16 billion under all subsidy programs
Risk Factors
- Subsidy program terms could change with new provisional measures
- Reliance on government subsidies may mask underlying refining margin weakness
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001292814-26-004920 |
| Document: 0001292814-26-004920-index-headers.html | 0001292814-26-004920 |
| Document: 0001292814-26-004920-index.html | 0001292814-26-004920 |
| Document: 0001292814-26-004920.txt | 0001292814-26-004920 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | Institutional Cluster | $25.56 | awaiting T+20 | — | $22.30 (−12.75%) |
Oct 13, 2026 13d ago | 6-K | $25.94 | awaiting T+20 | — | $22.30 (−14.03%) |
Oct 13, 2026 14d ago | 6-K | $25.94 | awaiting T+20 | — | $22.30 (−14.03%) |
Oct 13, 2026 14d ago | 6-K | $25.94 | awaiting T+20 | — | $22.30 (−14.03%) |
Oct 8, 2026 19d ago | 6-K | $24.69 | awaiting T+20 | — | $22.30 (−9.68%) |
Oct 2, 2026 25d ago | 6-K | $21.65 | awaiting T+20 | — | $22.30 (+3.00%) |
Sep 25, 2026 4w ago | 25-NSE | $20.37 $26.16 | ▲ +28.42% | ▲ +29.90% | $22.30 (+9.47%) |
Sep 22, 2026 4w ago | 6-K | $21.14 $25.66 | ▲ +21.38% | ▲ +20.69% | $22.30 (+5.49%) |
Sep 21, 2026 5w ago | 6-K | $20.63 $25.56 | ▲ +23.90% | ▲ +24.80% | $22.30 (+8.10%) |
Sep 21, 2026 5w ago | 6-K | $20.63 $25.56 | ▲ +23.90% | ▲ +24.80% | $22.30 (+8.10%) |
US Market Status
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