🇺🇸 SECPETROBRAS - PETROLEO BRASILEIRO SADoubao · 实盘不做把握 7/10不做原因:标的无直接敞口
北京时间·🕒 发布 20:02:14·⟳ 抓取 20:02:48 +34s·⚡ 决策 10-08 20:03:39 +51s·18.7 天前
巴西石油在ANP两轮永久招标中中标21个勘探区块，签字费合计约32.19亿雷亚尔
这是选择性参与常规油气勘探招标的结果披露：仅获得勘探权、承担签字费，储量发现与商业化高度不确定且需多年，对未来1-10个交易日的盈利、现金流或估值无可量化的正向冲击，相对公司体量不重大，无交易方向。
📄 原文PETROBRAS - PETROLEO BRASILEIRO SA↗ 原文
----- pbr20261008_6k.htm ----- 6-K 1 pbr20261008_6k.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington…
不做 Petróleo Brasileiro S.A. – Petrobras（PBR.US）
常规ANP勘探招标中标，仅约6亿美元签字费、无当期产量收入，相对千亿级美元市值不重大，且为多年期、结果不确定的资本配置，无1-10日正期望edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
巴西石油按长期战略常规补库21个勘探区块，签字费约6亿美元相对其体量小、且勘探多年后才可能产生现金流，属例行资本配置，不构成短线交易催化。
🔎 新鲜度:最早出现 2026-10-08 · 扩散 low · price-in 风险 low ↗
关键理由
- 勘探区块中标只意味着未来投入而非当期收入，约6亿美元签字费对Petrobras千亿级美元市值和庞大年度capex无实质弹性。
主要风险
- 深水勘探存在干井风险，且油价、汇率波动对股价的影响远大于本次常规招标结果。
先例如何影响了这次决策
对本次决策的影响:先例缺失与事件非重大性共同支持AVOID，未据此设定任何tp/sl。
方向:无可用高相似对齐先例；常规勘探区块中标在石油巨头层面历史上通常不产生显著短线超额收益。
涨幅量级:无对齐先例可校准幅度，且事件本身缺乏可交易量级。
形态:不适用
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 13 ms
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原文全文
展开原文 · 6,322 字
----- pbr20261008_6k.htm -----
6-K
1
pbr20261008_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
Washington, D.C.
20549
FORM 6-K
Report of Foreign Private
Issuer
Pursuant to Rule 13a-16 or 15d-16 of the
Securities Exchange
Act of 1934
For the month of
October, 2026
Commission File Number
1-15106
PETRÓLEO BRASILEIRO
S.A. – PETROBRAS
(Exact name of registrant
as specified in its charter)
Brazilian Petroleum
Corporation – PETROBRAS
(Translation of Registrant's
name into English)
Avenida Henrique Valadares, 28 – 9th floor
20231-030 – Rio de Janeiro, RJ
Federative Republic of Brazil
(Address of principal
executive office)
Indicate by check mark
whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F ___X___ Form
40-F _______
Indicate by check mark
whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission
pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.
Yes _______ No___X____
Petrobras Announces Results
of ANP Bidding Round
—
Rio de Janeiro, October 8,
2026
– Petróleo Brasileiro S.A. (Petrobras) announces that it participated in the 4th Production Sharing Permanent Offer
Cycle and the 6th Concession Permanent Offer Cycle promoted by Brazil’s National Agency for Petroleum, Natural Gas and Biofuels
(ANP).
In the 4th Production Sharing
Permanent Offer Cycle, the company acquired the Azurita block in the Campos Basin and the Cruzeiro do Sul block in the Santos Basin, both
with a 100% participating interest.
The percentage of profit oil to
be allocated to the Federal Government was the sole criterion adopted by the ANP to determine the winning bid, while the signature bonus
amount had been previously established in the bidding terms.
The table below summarizes Petrobras'
results in the ANP's 4th Production Sharing Permanent Offer Cycle:
Sedimentary Basin
Block
Consortium
Composition
Government Profit Oil Share
Petrobras Share of Signature Bonus (R$)
Campos
Azurita
Petrobras* 100%
30.00%
98,365,884.50
Santos
Cruzeiro
do Sul
Petrobras* 100%
15.27%
134,035,000.00
Total
-
-
-
232,400,884.50
*Operator
In the 6th Concession Permanent Offer
Cycle, Petrobras acquired the blocks C-M-111, C-M-159, C-M-113, C-M-115, C-M-161, C-M-163, C-M-165, C-M-214, C-M-216, C-M-281, C-M-283,
and C-M-352 in the Campos Basin, all with a 100% participating interest.
In the Ceará Basin, Petrobras acquired,
as operator, the blocks CE-M-471, CE-M-473, CE-M-475, CE-M-477, CE-M-537, CE-M-539, and CE-M-665, with a 70% participating interest, in
partnership with QatarEnergy Brasil Ltda. (30%).
www.petrobras.com.br/ir
For more information:
PETRÓLEO BRASILEIRO S.A. – PETROBRAS
| Investor Relations
Email: petroinvest@petrobras.com.br/acionistas@petrobras.com.br
Av. Henrique Valadares, 28 – 9th floor –
20231-030 – Rio de Janeiro, RJ.
Tel.: 55 (21) 3224-1510/9947
This document may contain forecasts within the meaning
of Section 27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Trading Act of 1934, as amended
(Trading Act) that reflect the expectations of the Company's officers. The terms: "anticipates", "believes", "expects",
"predicts", "intends", "plans", "projects", "aims", "should," and similar
terms, aim to identify such forecasts, which evidently involve risks or uncertainties, predicted or not by the Company. Therefore, future
results of the Company's operations may differ from current expectations, and the reader should not rely solely on the information included
herein.
In the 6th Concession Permanent Offer
Cycle, the evaluation criteria consisted of the signature bonus and the Minimum Work Obligation (MWO) to be carried out in each block,
expressed in Work Units (WUs), which encompasses the activities to be performed during the exploration phase.
The table below summarizes Petrobras'
results in the ANP's 6th Concession Permanent Offer Cycle:
Sedimentary Basin
Blocks
Consortium
Composition
Total MWO (WUs)
Petrobras Share of Signature Bonus (R$)
Ceará
CE-M-471, CE-M-473, CE-M-475, CE-M-477, CE-M-537, CE-M-539 and CE-M-665
Petrobras* 70%
QatarEnergy 30%
780
R$ 19,922,000.00
Campos
C-M-111, C-M-159, C-M-214, C-M-113, C-M-115, C-M-161, C-M-163, C-M-165, C-M-216, C-M-281, C-M-283 and C-M-352
Petrobras* 100%
4003
R$ 2,966,928,361.10
Total
-
-
-
R$ 2,986,850,361.10
*Operator
The total amount of signature
bonuses to be paid by the company by December 30, 2026, in connection with the 21 blocks awarded is R$ 3,219,251,245.60, considering both
bidding cycles.
Participation in these Permanent
Offer Cycles is aligned with the company’s long-term strategy and strengthens Petrobras’ position as the leading operator
of ultra-deepwater oil fields, enhancing reserve replacement opportunities for the company’s future.
Petrobras participated selectively
in the auctions, securing the addition of more than 18,000 km² to its exploration portfolio.
www.petrobras.com.br/ir
For more information:
PETRÓLEO BRASILEIRO S.A. – PETROBRAS
| Investor Relations
Email: petroinvest@petrobras.com.br/acionistas@petrobras.com.br
Av. Henrique Valadares, 28 – 9th floor –
20231-030 – Rio de Janeiro, RJ.
Tel.: 55 (21) 3224-1510/9947
This document may contain forecasts within the meaning
of Section 27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Trading Act of 1934, as amended
(Trading Act) that reflect the expectations of the Company's officers. The terms: "anticipates", "believes", "expects",
"predicts", "intends", "plans", "projects", "aims", "should," and similar
terms, aim to identify such forecasts, which evidently involve risks or uncertainties, predicted or not by the Company. Therefore, future
results of the Company's operations may differ from current expectations, and the reader should not rely solely on the information included
herein.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934,
the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: October 8, 2026
PETRÓLEO BRASILEIRO S.A–PETROBRAS
By: /s/
Fernando Sabbi Melgarejo
______________________________
Fernando Sabbi Melgarejo
Chief Financial Officer and Investor Relations
Officer
6-K
1
pbr20261008_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
Washington, D.C.
20549
FORM 6-K
Report of Foreign Private
Issuer
Pursuant to Rule 13a-16 or 15d-16 of the
Securities Exchange
Act of 1934
For the month of
October, 2026
Commission File Number
1-15106
PETRÓLEO BRASILEIRO
S.A. – PETROBRAS
(Exact name of registrant
as specified in its charter)
Brazilian Petroleum
Corporation – PETROBRAS
(Translation of Registrant's
name into English)
Avenida Henrique Valadares, 28 – 9th floor
20231-030 – Rio de Janeiro, RJ
Federative Republic of Brazil
(Address of principal
executive office)
Indicate by check mark
whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F ___X___ Form
40-F _______
Indicate by check mark
whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission
pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.
Yes _______ No___X____
Petrobras Announces Results
of ANP Bidding Round
—
Rio de Janeiro, October 8,
2026
– Petróleo Brasileiro S.A. (Petrobras) announces that it participated in the 4th Production Sharing Permanent Offer
Cycle and the 6th Concession Permanent Offer Cycle promoted by Brazil’s National Agency for Petroleum, Natural Gas and Biofuels
(ANP).
In the 4th Production Sharing
Permanent Offer Cycle, the company acquired the Azurita block in the Campos Basin and the Cruzeiro do Sul block in the Santos Basin, both
with a 100% participating interest.
The percentage of profit oil to
be allocated to the Federal Government was the sole criterion adopted by the ANP to determine the winning bid, while the signature bonus
amount had been previously established in the bidding terms.
The table below summarizes Petrobras'
results in the ANP's 4th Production Sharing Permanent Offer Cycle:
Sedimentary Basin
Block
Consortium
Composition
Government Profit Oil Share
Petrobras Share of Signature Bonus (R$)
Campos
Azurita
Petrobras* 100%
30.00%
98,365,884.50
Santos
Cruzeiro
do Sul
Petrobras* 100%
15.27%
134,035,000.00
Total
-
-
-
232,400,884.50
*Operator
In the 6th Concession Permanent Offer
Cycle, Petrobras acquired the blocks C-M-111, C-M-159, C-M-113, C-M-115, C-M-161, C-M-163, C-M-165, C-M-214, C-M-216, C-M-281, C-M-283,
and C-M-352 in the Campos Basin, all with a 100% participating interest.
In the Ceará Basin, Petrobras acquired,
as operator, the blocks CE-M-471, CE-M-473, CE-M-475, CE-M-477, CE-M-537, CE-M-539, and CE-M-665, with a 70% participating interest, in
partnership with QatarEnergy Brasil Ltda. (30%).
www.petrobras.com.br/ir
For more information:
PETRÓLEO BRASILEIRO S.A. – PETROBRAS
| Investor Relations
Email: petroinvest@petrobras.com.br/acionistas@petrobras.com.br
Av. Henrique Valadares, 28 – 9th floor –
20231-030 – Rio de Janeiro, RJ.
Tel.: 55 (21) 3224-1510/9947
This document may contain forecasts within the meaning
of Section 27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Trading Act of 1934, as amended
(Trading Act) that reflect the expectations of the Company's officers. The terms: "anticipates", "believes", "expects",
"predicts", "intends", "plans", "projects", "aims", "should," and similar
terms, aim to identify such forecasts, which evidently involve risks or uncertainties, predicted or not by the Company. Therefore, future
results of the Company's operations may differ from current expectations, and the reader should not rely solely on the information included
herein.
In the 6th Concession Permanent Offer
Cycle, the evaluation criteria consisted of the signature bonus and the Minimum Work Obligation (MWO) to be carried out in each block,
expressed in Work Units (WUs), which encompasses the activities to be performed during the exploration phase.
The table below summarizes Petrobras'
results in the ANP's 6th Concession Permanent Offer Cycle:
Sedimentary Basin
Blocks
Consortium
Composition
Total MWO (WUs)
Petrobras Share of Signature Bonus (R$)
Ceará
CE-M-471, CE-M-473, CE-M-475, CE-M-477, CE-M-537, CE-M-539 and CE-M-665
Petrobras* 70%
QatarEnergy 30%
780
R$ 19,922,000.00
Campos
C-M-111, C-M-159, C-M-214, C-M-113, C-M-115, C-M-161, C-M-163, C-M-165, C-M-216, C-M-281, C-M-283 and C-M-352
Petrobras* 100%
4003
R$ 2,966,928,361.10
Total
-
-
-
R$ 2,986,850,361.10
*Operator
The total amount of signature
bonuses to be paid by the company by December 30, 2026, in connection with the 21 blocks awarded is R$ 3,219,251,245.60, considering both
bidding cycles.
Participation in these Permanent
Offer Cycles is aligned with the company’s long-term strategy and strengthens Petrobras’ position as the leading operator
of ultra-deepwater oil fields, enhancing reserve replacement opportunities for the company’s future.
Petrobras participated selectively
in the auctions, securing the addition of more than 18,000 km² to its exploration portfolio.
www.petrobras.com.br/ir
For more information:
PETRÓLEO BRASILEIRO S.A. – PETROBRAS
| Investor Relations
Email: petroinvest@petrobras.com.br/acionistas@petrobras.com.br
Av. Henrique Valadares, 28 – 9th floor –
20231-030 – Rio de Janeiro, RJ.
Tel.: 55 (21) 3224-1510/9947
This document may contain forecasts within the meaning
of Section 27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Trading Act of 1934, as amended
(Trading Act) that reflect the expectations of the Company's officers. The terms: "anticipates", "believes", "expects",
"predicts", "intends", "plans", "projects", "aims", "should," and similar
terms, aim to identify such forecasts, which evidently involve risks or uncertainties, predicted or not by the Company. Therefore, future
results of the Company's operations may differ from current expectations, and the reader should not rely solely on the information included
herein.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934,
the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: October 8, 2026
PETRÓLEO BRASILEIRO S.A–PETROBRAS
By: /s/
Fernando Sabbi Melgarejo
______________________________
Fernando Sabbi Melgarejo
Chief Financial Officer and Investor Relations
Officer
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