A Petrobras lançou as manchetes no fundo do poço

Algumas manchetes de ontem: "Petrobras não cumpre a meta de produção de gás" (Valor Econômico), "Governo fez motorista acreditar no GNV e agora põe o pé no freio" (O Dia), "Governo agora pede para abandonar o carro a gás" (Estado de Minas), "Petrobras avisa que gás vai aumentar até 25%" (Globo). Hoje tudo mudou: "Brasil descobre campo gigante de petróleo" (JB), "Petrobras anuncia megacampo de petróleo" (Folha), "Descoberta da Petrobras deve aumentar reservas em 50%" (Estadão), "Governo diz que descoberta fará país virar exportador de petróleo" (Globo), "Nova reserva de óleo pode valer US$ 48 bi" (Gazeta Mercantil), "Brasil festeja reserva gigante de petróleo" (Correio), "Novas reservas de óleo provocam euforia" (Valor), "Petrobras anuncia superpoço, mas não livra o Rio do apagás" (O Dia). No exterior, destaquei duas manchetes: "Brasil descubre en sus aguas un gran yacimiento de petróleo - El hallazgo puede hacer del país una potencia exportadora" (El País, da Espanha) e "Tupi field a boost for Brazil’s Petrobras" (Financial Times, da Inglaterra). A sensação que tive foi de que a mídia amanheceu engasgada, tendo que divulgar notícias favoráveis ao Governo Lula. Claro que houve resistência, mas a notícia é forte demais para ser escamoteada. Acredito também que o Ministro Franklin Martins soube agir com maestria. A seguir, as reportagens no Financial Times e em El País:

Tupi field: a boost for Brazil’s Petrobras, By Sheila McNulty in Houston and agencies Published: November 8 2007 22:43 | Last updated: November 8 2007 22:43. Petroleo Brasileiro, or Petrobras, Brazil’s state-owned oil company, on Thursday said well tests revealed its Tupi field may contain as much as 8bn barrels of oil and natural gas, which would considerably bolster the country’s energy clout. The estimate, if correct, would raise the country’s reserves by 62 per cent and just about put Tupi on par with Norway’s 8.5bn barrels of proved oil reserves. Brazil has 14.4bn barrels of proved reserves of oil and natural-gas equivalent. The news pushed up Petrobras’ shares 9.95 reais, or 14.2 per cent, to 80.2 on the São Paulo stock exchange, the biggest rise in more than nine years. It also lifted the shares of its partners – BG group of the UK, which holds a 25 per cent stake, and Galp Energia of Portugal, which holds 10 per cent. BG Group’s shares rose 9.8 per cent to 989p in London and Galp Energia reported its biggest one-day gain in Lisbon, rising 14 per cent to a record close of €12.35. Petrobras’ news release contained few details beyond the fact that the estimates were made after analysis of the formation tests for a second well in the area. The company also said the oil within was light, which is more valuable because it is cheaper to refine than the heavier crude oil that Brazil mostly produces. “Tupi changes everything for Brazil and Petrobras,’’ said Carlos Renato Nunes, an oil analyst with São Paulo-based brokerage Coinvalores CCVM who has a buy recommendation on Petrobras shares. “Tupi is not only huge, its light oil offers huge cost advantages.’’ And at a time when oil is heading towards $100 a barrel, and energy security is high on the agenda of many governments, the news is sure to boost Brazil’s economic influence. Petrobras, already a well-respected national oil company on the world stage, is likely to receive a further boost from the discovery. “Brazil needs time to evaluate its new oil potential,’’ Dilma Rousseff, president Luiz Inacio Lula da Silva’s cabinet chief, said at a news conference in Rio de Janeiro. “This could make Brazil jump from an intermediate producer to among the world’s largest producers.’’ Tupi is three-quarters the size of Kazakh­stan’s Kashagan field, which holds 12bn barrels of recoverable crude and was the biggest find in the past 30 years. There have only been a few gas discoveries in the past 20 years that would rival it, including the Shtokman field in Russia at 23bn barrels of oil equivalent, and two other Russian finds in the 5bn to 10bn range, Andy Latham, vice-president of exploration services at Wood Mackenzie Consultants in London, said. Brasil descubre en sus aguas un gran yacimiento de petróleo - El hallazgo puede hacer del país una potencia exportadora. JUAN ARIAS / EFE - Río de Janeiro - 09/11/2007. El presidente de Petrobras, Sergio Gabrielli, anunció ayer el hallazgo de un yacimiento de petróleo bajo las áreas marinas que explora en el océano Atlántico en el área de Tupi, en la bahía de Santos, Estado de São Paulo, de 8.000 millones de barriles, lo que puede convertir al país suramericano en un exportador de petróleo, a la altura de Venezuela o Nigeria. Nada más conocerse la noticia, las acciones de la empresa brasileña subieron más de un 15% en la Bolsa de valores de São Paulo. Inmediatamente después, la ministra jefa de la Casa Civil, Dilma Rouseff, convocó una conferencia de prensa junto al ministro de Minas y Energía, Nelson Hubner, para explicar la importancia económica y política del nuevo hallazgo. “Supone que Brasil pasa de intentar ser autosuficiente en petróleo a convertirse en un exportador, como los países árabes o Venezuela”, señaló Rouseff. Y añadió que “podrá cambiar la cara de este país”. Petrobras posee en esa zona el 65% del capital, compartido con la británica BG Group, que posee un 25%, y con la portuguesa Galp Energia, con un 10%. El hallazgo anunciado ayer podría ser sólo uno de varios ricos campos en una extensión de 800 kilómetros de longitud por 200 de ancho en el litoral de los Estados de Río de Janeiro, Espíritu Santo, São Paulo y hasta Santa Caterina, en el sureste del país. Los indicios de nuevos yacimientos apuntan a la necesidad del país de parar y pensar nuevamente respecto a su industria petroler. “Ha cambiado la realidad”, dijo Rousseff al afirmar que el tamaño de la riqueza petrolera de Brasil es ahora “mucho mayor”. Las reservas probadas totales de petróleo y gas de Brasil, a cargo de Petrobras, cerraron 2006 en 10.573 millones de barriles equivalentes. De ese total, 9.000 millones de barriles eran solamente de crudo, según criterios de evaluación aceptados por los organismos fiscalizadores del mercado de capitales de Brasil y Estados Unidos. Petrobras está controlada por el Estado brasileño, pero sus acciones cotizan en las Bolsas de Brasil, Nueva York, Madrid y Buenos Aires.