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Brazilian Oil Gains Foreign Markets

Petrobras sold more abroad in the second quarter of this year, while importing less, benefiting from higher refinery utilization

Petrobras Natural Gas Supply Declines

National gas availability fell in the second quarter as production unit and gas pipeline outages reduced domestic supply

Noble Posts 2Q26 Loss After Brazil Contract Suspensions

Noble Faye Kozack and Noble Courage rigs were under charter contracts with Petrobras

ANP Accepts I-RECs For RenovaBio Certification

Agency recognizes renewable energy certificates as proof of the origin of electricity used under the program, expanding options for biofuel producers

OceanPact's CBO Acquisition Gets Antitrust Approval

Brazil's antitrust regulator cleared the transaction without restrictions after concluding there is no horizontal overlap in the AHTS, PSV, and OSRV vessel markets and that, despite a dominant position in the RSV segment, the combined company is unlikely to exercise market power

Brazil’s 1H26 Crude Oil Refining +6.2%

Processing totaled 377.2 million barrels in the first half of 2026, with 88% sourced domestically; Abreu e Lima refinery (Rnest) in the state of Pernambuco posted the strongest growth

Cade Approves SLB-Shearwater Equatorial Margin Partnership

Antitrust watchdog found the transaction is limited to activities required to develop the partnership and does not involve any asset acquisition or business combination

OneSubsea Leads Petrobras Bid For SEAP Subsea Equipment Package

Company submitted the lowest bids for the supply of 32 wet Christmas trees and other subsea equipment

P-33 Going To Rio Grande Shipyard For Decommissioning

Platform that had been idle since 2024 left the Açu Port (state of Rio de Janeiro) for sustainable disposal in the state of Rio Grande do Sul in accordance with global industry standards

BNDES & IBP To Strengthen Energy Sector Innovation

Technical cooperation agreement aims to foster connections among startups, companies, and energy sector specialists

Baúna 2Q26 Production Falls 46%

Scheduled maintenance shutdown and the temporary closure of the SPS-92 well drove the quarterly decline at Karoon-operated field in the Santos Basin

Eneva & Vale Terminate Maranhão LNG Supply Agreement

The agreement follows Vale’s decision to suspend operations at its São Luís (state of Maranhão) facilities. With the contract termination, Eneva received US$ 67.1 M

ANP Approves Regulatory Review Of Gasoline & Diesel Blending Rules

Assessment recommends ending fuel blending activity under the current regulatory framework and will serve as the basis for future rulemaking

ANP Adjusts Decarbonization Regulatory Initiative Timeline

Regulatory action will revise ANP Resolution No. 806/2020, which establishes procedures for controlling and reducing flaring and losses of oil and natural gas

Cade Reviews SLB-Shearwater Brazil's Equatorial Margin Partnership

Companies plan to jointly acquire, process, market, and license multi-client offshore 3D seismic data across Brazil's Equatorial Margin

IMC Rare Earths IPO Raises US$20 M As Company Begins Trading On NYSE American

São Paulo-based mining company focuses on heavy rare earth elements to meet demand from sectors such as electric vehicles, artificial intelligence and defense

Foz Do Chapecó Hydro Plant Enters International Carbon Market

Partnership with Swiss company enables sale of 10,000 credits

Aneel Opens Neoenergia Brasília Tariff Review Public Consultation

Proposal calls for an average tariff increase of 1.86%

Aneel Reduces Annual Generation Revenue For Quota Hydropower Plants By 6.34% After De-Quotization

Annual revenue for 59 hydropower plants falls to R$ 8.12 billion (US$ 1.47 B) following the removal of 13 Axia Energia plants from the quota regime; tariff rises 19.8%

Aneel Approves Battery Auction Public Consultation Amid Cost-Sharing Debate

Auction rules for the 2026 Capacity Reserve Auction released for consultation; tenders scheduled for December 2 and 4 while ERCAP cost allocation remains unresolved

Amazon Region Accounts For 48.2% Of Brazil's Critical Minerals Mining Claims

The state of Pará accounts for 51.1% of mining claims in the Legal Amazon and more than 92% of the region's critical and strategic minerals production value, according to Brazil's National Mining Agency

Brazil & South Korea Sign Cooperation Agreement

Partnership strengthens bilateral cooperation on energy transition, renewable energy, energy efficiency and smart grids

Engie To Invest US$ 240 M To Increase Jaguara Capacity By 232 MW

WEG to supply new generating units for the hydroelectric plant

Isa Energia Raises US$ 240 M In Share Offering

Price set at R$ 27.00 (US$ 5.36) per share after strong demand; offering doubled in size and remains subject to approval of increase in authorized capital

Aneel Excludes Colocated Energy Storage Systems From Battery Auction

New draft also requires new equipment, tightens financial guarantees, and restricts project transfers

Trafigura Enters Brazil's Free Power Market With US$148.75 M Contract

Company assumes CGN power purchase agreement previously held by Grupo Bolt to supply free-market consumers

BTG Pactual Increases Stake In Light To 18.76%

Stake was increased following the capital increase completed in July; bank says the investment is purely financial and that it does not intend to change the company's management structure

Federal Prosecutor Seeks To Suspend Increase In Ethanol Blend For Gasoline

Lawsuit argues the mandate should be halted until independent studies demonstrate the higher ethanol blend is safe for Brazil's vehicle fleet

Curtailment Compensation Advances – Uncertainty Remains Over MME Ordinance

Experts say new rules represent important progress but leave questions about compensation methodology and long-term treatment of renewable energy curtailment

Diesel Leads Early July Fuel Price Declines

Ethanol expands cost advantage for flex-fuel vehicle drivers

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2

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Cade Reviews SLB-Shearwater Brazil's Equatorial Marg...

Cade Reviews SLB-Shearwater Brazil's Equatorial Margin Partnership

3

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OneSubsea Leads Petrobras Bid For SEAP Subsea Equipm...

OneSubsea Leads Petrobras Bid For SEAP Subsea Equipment Package

4

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27 julho 2026

Cade Approves SLB-Shearwater Equatorial Margin Partn...

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Brazil & South Korea Sign Cooperation Agreement

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From The Media

JUL 29, 2026 - The Guardian

US-Saudi strikes on Iran-backed militia in Iraq on Wednesday (July 29) have pushed the region into “uncharted territory”, analysts have warned. Amid stark warnings of a widening and increasingly “unpredictable” conflict, the Saudi Arabian decision to publicly join the US in striking sites associated with Iraq’s Popular Mobilisation Forces (PMF), killing at least 20 fighters, has added another complicating dimension to the war. The US-Saudi strikes on Wednesday came after a brief lull in direct US attacks on targets in Iran, with Tehran’s allies in Yemen and beyond becoming increasingly drawn in. Iran, meanwhile, launched missiles at US military installations in Jordan, in its first attack in the region since the pause in fighting with the US began.

JUL 29, 2026 - Intelligent CIO

CPFL Energia (controlled by China’s State Grid Corporation) and TIM Brasil telecommunications operator (controlled by Italy’s TIM S.p.A.) have formed a strategic partnership to deploy what they describe as the largest private communications network in Brazil’s electricity sector, supporting the Digital Transformation of energy distribution across the country. Backed by an investment of R$ 60 million (US$ 11.71 M), the project will connect 65 substations and 2,500 smart grid devices managed in real time through CPFL Energia’s Integrated Operations Centres (COI) in the states of São Paulo and Rio Grande do Sul. TIM will deploy and integrate the end-to-end telecommunications infrastructure, including a dedicated private communications network using the 450MHz radio frequency band to support CPFL Energia’s critical operations.

JUL 29, 2026 - Energyvoice.com

Scotland-based Proserv is eyeing a move to Brazil to improve “reliability and efficiency” of infrastructure across the oil and gas sector in South America. The control and monitoring systems firm is now a local trading entity in Brazil, in a move that allows Proserv to tender for local contracting, with its hiring drive to begin in due course. Proserv will use the move to “drive local partnerships” in Brazil and expand its “global strategic partners to expand in-country capabilities.” The goal of the venture to Brazil is to extend asset life, improve operational uptime, and reduce total cost of ownership, according to Proserv. This localisation marks a milestone in Proserv’s international growth strategy, according to Senior Vice President Daniel Fearnley, which will bring its “proven offshore and subsea expertise to one of the world’s most dynamic energy markets.”

JUL 29, 2026 - Fuelcellsworks.com

Hyundai Motor Group will develop Brazil as a core hub for its South American hydrogen business. The group unveiled a plan In Sao Paulo on Tuesday (July 28) to build a hydrogen ecosystem spanning from green hydrogen production to hydrogen trucks in cooperation with Brazilian authorities. In line with Brazil's decarbonization policy, Hyundai will actively pursue new markets in hydrogen mobility, including commercial hydrogen vehicles, along with new businesses in hydrogen and renewable energy such as green hydrogen production, hydrogen fuel cell system supply, and renewable energy power plant construction. The group also plans to secure mid- to long-term growth drivers by strengthening industry-academia cooperation with institutions such as the University of Sao Paulo.

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