Company Report
Petrobras corporate profile
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Report summary
Petrobras is retrenching to its core strengths in deepwater E&P. High-grading is shrinking the portfolio around a smaller core of advantaged assets. Elephant-sized pre-salt discoveries place its upstream portfolio at the bottom of the cost curve. And allocating capital under the industry’s lowest price assumptions ensures healthy returns no matter what happens to demand. Peers should be looking up to Petrobras as one of the viable models for the oil and gas company of the future.
Table of contents
- Wood Mackenzie base case valuation
- Valuation upsides
- Valuation downsides
- Recent market performance
- SWOT analysis
- Overview
- Strategic priorities
- Key targets
- Wood Mackenzie outlook
- Overview
- Financial targets
- Wood Mackenzie outlook
- Overview
- Legacy portfolio
- Growth themes
- Company guidance
- Wood Mackenzie view
- Company guidance
- Wood Mackenzie view
- Overview
- Wood Mackenzie view
- Overview
-
Refining
- Portfolio
- Wood Mackenzie view
-
Logistics and Transportation
- Overview
-
Distribution and Marketing
- Overview
- Overview
- Portfolio
- Wood Mackenzie view
- Overview
- Company targets
- Wood Mackenzie view
Tables and charts
This report includes 32 images and tables including:
- Petrobras: NPV10 by maturity (base case)
- Petrobras: NPV10 by basin (base case)
- Benchmark: share price performance
- Benchmark: market premium/discount*
- Petrobras: key performance indicators (actual vs WM estimate)
- Petrobras: corp. cash flow sources and uses
- Petrobras: key corporate financial metrics
- Benchmark: corporate cash flow breakeven
- Benchmark: indexed corporate cash flow
- Petrobras: WM production by resource theme
- Petrobras: upstream net cash flow by basin
- Benchmark: WM reserves by product type
- Benchmark: WM NPV10 by maturity
- Petrobras: capex by maturity
- Petrobras: opex* per unit of production
- Benchmark: WM production CAGR*
- Benchmark: WM yearly production*
- Benchmark: WI reserves by maturity
- Benchmark: WI reserves by basin
- Petrobras: key downstream metrics
- Petrobras: EBITDA segment breakdown
- Petrobras: key gas and power metrics
- Petrobras: unlevered free cash flow and capex
- Petrobras: total emissions* – reported vs WM
- Benchmark: upstream net emissions* intensity
- Base price assumptions (nominal terms)
- Base price assumptions (nominal terms)
- Base, high and low Brent (nominal terms)
- High price assumptions
- Low price assumptions
- Valuation assumptions
- Foreign exchange rate assumptions
What's included
This report contains:
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