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Expert Interview
Slingshot members are talking to an expert! The topic is:
Discussing Petrobras evolving strategy and what investment plans, elections, and offshore developments mean for the company
Ticker(s): PBR, XOM, CVX, COPWho's the expert?
- Former senior executive at Petrobras (2019–2023), serving as Chief Strategy Officer and later Executive Director of Sustainability and Institutional Relations, where he helped shape corporate strategy, stakeholder engagement, and long-term positioning of Brazil’s largest energy company.
- Deep experience at the intersection of energy strategy, government policy, and corporate governance, including leadership roles across Brazil’s energy sector and advisory positions with global organizations such as Accenture and the Oil and Gas Climate Initiative.
- Engineer and PhD economist with a background in energy markets and macroeconomics, currently a professor and advisor at Fundação Getulio Vargas, providing strategic insights on Brazil’s energy sector, geopolitical dynamics, and long-term industry developments.
Interview GoalDiscuss the outlook for Petrobras in the context of its recent stock rerating, focusing on corporate governance stability, capital allocation discipline, and related priorities heading into 2026. Examine how the 2026 elections and potential outcomes could influence the company’s strategic direction. Analyze Petrobras’ offshore production growth trajectory, particularly in the pre-salt, as well as recent developments in offshore Namibia, the potential entry into Venezuela, energy transition investments, and provide some granularity on capex deployment plans.
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