In brief

Petrobras raised jet fuel 7.2%.

The new price applies from November 1.

What we know

04

  1. Verified fact · material

    Petrobras raised the jet fuel price to distributors by an average of 7.2%, up R$ 0.45 per liter.

    Increase.

    Sources[01][02][03]

  2. Verified fact · material

    The new price applies from November 1, 2026.

    Effective date.

    Sources[01][02]

  3. Verified fact

    According to InfoMoney, Petrobras attributed the increase to higher international prices and Middle East tensions.

    Reason.

    Sources[02]

  4. Verified fact

    According to Correio Braziliense, jet fuel rose 54.4% in September from a year earlier, according to Anac.

    History.

    Sources[03]

Transmission to assets

Market read-through

The monthly adjustment follows the pricing formula and raises airline costs.

Portfolio impact

01
PETR4positive

Higher price lifts margin.

Oil decline.

What would change the view: Prices stay high.

direct10% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • December adjustment
  • Pass-through to fares

Limits of the reporting

What remains uncertain

  • Pass-through to fares depends on each airline.

Full sources

03
01
Agência BrasilPetrobras reajusta combustível de aviação em R$ 0,45 por litroindependent newsroom
02
InfoMoneyPetrobras anuncia aumento de 7,2% no preço do litro do querosene de aviaçãoindependent newsroom
03
Correio BraziliensePetrobras anuncia aumento de 7,2% em querosene de aviaçãoindependent newsroom
06