The Strike of Petrobras Workers Is Already Causing Significant Financial Impacts in the Oil Chain, with Daily Losses Estimated at R$ 200 Million in the Exploration and Production Area, According to Unions and Preliminary Studies.
The workers’ strike at Petrobras, which began last Monday (15), has started to raise alerts about the economic effects in the oil sector. Preliminary surveys indicate that daily losses reach around R$ 200 million just in the Exploration and Production (E&P) area.
The data was estimated by the North Fluminense Oil Workers Union (Sindipetro-NF) in conjunction with the Inter-Union Department of Statistics and Socioeconomic Studies (Dieese).
Since the beginning of the strike, production at the state-owned company is said to have experienced a significant accumulated reduction. In the first six days, the estimated drop is about 300 thousand barrels of oil and gas, considering the volumes that were not produced during the period.
-
A major turn in the Justice system suspends tax increases and directly impacts oil and gas companies in Brazil by affecting costs, contracts, and financial planning, leaving uncertain what could happen to the sector if these costs had increased.
-
Brava Energia begins drilling in Papa-Terra and Atlanta and could change the game by reducing costs in oil while increasing production and strengthening competitiveness in the offshore market.
-
Petrobras surprises the world again by announcing a new discovery in the pre-salt with excellent quality oil.
-
Offshore industrial demand in Macaé skyrockets with the recovery of oil and gas and could grow by up to 396% by 2026 in the Campos Basin.
Production Drop Affects E&P and Refining
According to calculations presented by the union entities, only in the Exploration and Production area, losses reach around US$ 18 million per day. This amount is equivalent to approximately R$ 100 million daily, considering the current exchange rate.
Furthermore, the impact is not limited to oil and gas production. In the refining segment, estimated losses revolve around R$ 90 million per day. The figures were calculated by Dieese economist Cloviomar Cararine, based on processed volumes and the added value of operations.
Meanwhile, Petrobras claims that it has adopted operational protocols to mitigate the effects of the strike. In a note released throughout the week, the company emphasized that it maintains supply to the domestic market.
“Petrobras has adopted contingency measures to ensure the continuity of operations and emphasizes that supply to the market is guaranteed”.
Discrepancy Between Official Data and Union Estimates
Official data on oil and derivative production is released by the National Agency of Petroleum, Natural Gas and Biofuels (ANP) with about a week’s lag. Therefore, there are still no consolidated numbers that fully reflect the impact of the strike on regulatory indicators.
Since the beginning of the movement, Petrobras has maintained that there has been no significant impact on production. However, the company did not immediately comment on the surveys presented by the union entities when approached.
This difference in readings broadens the debate on the actual effects of the strike, especially at a time of scrutiny over the state-owned company’s performance and the stability of the oil sector in the country.
Deadlock in Collective Agreement Sustains Strike
The strike originates from negotiations over the Collective Labor Agreement. Petrobras presented a proposal on the 9th, which was ultimately rejected by the category. For the Unified Federation of Oil Workers (FUP) and Sindipetro-NF, the lack of progress in negotiations contributes to the prolongation of the strike.
The entities argue that the absence of effective dialogue creates an environment of uncertainty for both workers and the company itself. According to the unions, the trend is to maintain the movement as long as there is no proposal deemed satisfactory.
On the other hand, Petrobras declared throughout the week that it remains open to dialogue with the union representations and is seeking a negotiated solution for the deadlock.
Meetings Indicate Possible Progress in Negotiations
In recent hours, other entities representing workers in the oil sector reported new developments. The National Federation of Oil Workers (FNP) and the Oil Workers Union of Rio de Janeiro (Sindipetro-RJ) announced that they are meeting with representatives of Petrobras to discuss the strike.
The state-owned company has not yet officially confirmed the meeting’s occurrence. Nonetheless, the information signals an attempt to resume negotiations amid the pressure caused by the financial and operational impacts of the strike.
As the impasse persists, the oil sector is closely monitoring the developments of the strike movement, which is already beginning to reflect in significant estimates of economic losses and uncertainties about the continuity of operations in the coming days.

Seja o primeiro a reagir!