In brief

OilOilAssetEnergy commodity whose price reflects supply, demand, inventories, logistics and geopolitical risk.Open in the Market Map ↗ and gas output hit a record in September.

Pre-salt accounted for 83.3% of the total.

What we know

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  1. Verified fact · material

    Brazil oilOilAssetEnergy commodity whose price reflects supply, demand, inventories, logistics and geopolitical risk.Open in the Market Map ↗ and gas output was 6.12 million boe per day in September 2026, a new record.

    Record.

    Sources[01][02]
  2. Verified fact · material

    OilOilAssetEnergy commodity whose price reflects supply, demand, inventories, logistics and geopolitical risk.Open in the Market Map ↗ output was 4.711 million barrels per day, up 2.1% from August and 20.3% in a year.

    OilOilAssetEnergy commodity whose price reflects supply, demand, inventories, logistics and geopolitical risk.Open in the Market Map ↗.

    Sources[01][02]
  3. Verified fact · material

    Pre-salt produced 5.1 million boe per day, 83.3% of national output.

    Pre-salt.

    Sources[01][02]
  4. Verified fact

    According to ANP, natural gas output was 223.98 million m³ per day.

    Gas.

    Sources[01]

Transmission to assets

Market read-through

The record streak reinforces pre-salt weight in supply and exports.

Portfolio impact

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Petroleiraspositive

More volume.

OilOilAssetEnergy commodity whose price reflects supply, demand, inventories, logistics and geopolitical risk.Open in the Market Map ↗ decline.

What would change the view: Firm price.

sector10% confidence

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

Next signals

What to watch

  • October data
  • New platforms

Limits of the reporting

What remains uncertain

  • Maintenance stops may reduce coming months.

Full sources

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