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Petrobras announced investments of R$ 37 billion in São Paulo between 2026 and 2030, focusing on refining, gas, biofuels, exploration, and logistics. Replan, in Paulínia, will receive R$ 6 billion to expand S-10 diesel, reduce imports, and support projects related to the Port of Santos by the end of the decade.
Petrobras announced on Friday, May 15, 2026, a plan of R$ 37 billion in investments in the State of São Paulo until 2030. The announcement was made by the company’s president, Magda Chambriard, during a press conference.
According to the portal CNN Brasil, the investments will be directed towards refining, exploration and production, gas and energy, biofuels, and logistics. The plan places Replan, in Paulínia, at the center of the strategy, alongside projects at the Port of Santos and initiatives to expand the production of S-10 diesel in the country.
Replan concentrates a billion-dollar part of the investment
Of the total announced by Petrobras, R$ 17 billion will be allocated to refining. Within this amount, R$ 6 billion will go to Replan, a refinery located in Paulínia and considered one of the company’s most important units in the country.
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Replan has a processing capacity of 434 thousand barrels per day, a volume equivalent to about 20% of the refining capacity of Brazil. According to Magda Chambriard, the unit also accounts for approximately 1% of the Brazilian GDP.
The refinery has already received recent investments that allowed for a 10% increase in national production of S-10 diesel. Currently, the plant produces about 24 million liters of the fuel daily.
This volume, according to the president of Petrobras, would be enough to supply approximately 80 thousand buses per day. The data helps to gauge the refinery’s importance for national supply.
S-10 Diesel enters the center of the strategy
One of the points highlighted by Petrobras was the reduction of dependence on imported diesel. The expansion of S-10 diesel production at Replan has gained importance in an international scenario of high prices.
The greater the domestic production, the less the country’s exposure to external fluctuations. This logic weighs especially on fuels used in freight transport, public transport, and essential economic activities.
Petrobras also plans to expand Replan’s capacity by 5% by 2027. This measure is part of the plan to strengthen the refinery’s role in serving the Brazilian market.
In addition to diesel, the company intends to advance in the production of sustainable aviation fuel, SAF. The idea is to install a unit capable of using ethanol as a raw material to manufacture renewable fuel for the aviation sector.
Biofuels and SAF expand the energy package
Petrobras’ plan in São Paulo is not limited to traditional refining. The state-owned company also targets biofuels, with a focus on projects related to SAF, sustainable aviation fuel.
This move brings the company closer to the energy transition, especially in a hard-to-decarbonize sector like air transport. The use of ethanol as a raw material reinforces the connection between energy, agribusiness, and fuel technology.
Investment in SAF still depends on industrial structure, scale, and consumer market. Even so, Petrobras’ entry into this segment shows that the company seeks to diversify its operations in the state of São Paulo.
For São Paulo, the bet could strengthen a chain involving ethanol production, refining, research, logistics, and supply. The plan also aligns with global emission reduction targets in the transport sector.
Exploration and production will have R$ 9 billion
In the exploration and production area, Petrobras plans R$ 9 billion in investments between 2026 and 2030. The resources will be used to optimize projects, increase water injection in reservoirs, and connect new wells to older platforms.
The Sapinhoá and Mexilhão fields are among the assets included. The strategy aims to increase efficiency in already known areas, taking advantage of existing structures and enhancing oil and gas recovery.
The state-owned company also intends to advance the development of a new discovery in the pre-salt area, called Arã, still without a defined commercial name.
The informed expectation is to have at least two production wells in operation by 2030. This front reinforces the importance of the pre-salt within Petrobras’ planning for the coming years.
Gas and energy also enter the São Paulo plan
The gas and energy segment will receive R$ 3 billion in the package announced by Petrobras. Among the planned projects are the expansion of the Rota 1 outflow capacity and the increase in natural gas processing capacity.
Natural gas is a strategic piece for industry, energy generation, and supply security. Therefore, expanding outflow and processing helps reduce bottlenecks between production, transport, and consumption.
The presence of these investments in São Paulo reinforces the state’s role as a center of energy infrastructure. The state not only concentrates consumption but also logistics, refining, processing, and connection with strategic markets.
With this set of actions, Petrobras aims to integrate production, refining, gas, biofuels, and distribution. The logic is to create a more robust system to meet different energy demands.
Port of Santos will have logistical reinforcement
The plan also includes improvements in logistics, with emphasis on expanding infrastructure at the Port of Santos. The terminal is strategic for the flow of derivatives and for Petrobras operations on the São Paulo coast.
The Port of Santos has national significance in cargo and energy movement. By investing in the structure connected to the port, the company seeks to improve efficiency, reduce bottlenecks, and support the flow of essential products.
Logistics is a sensitive point in the fuel sector. Even when production increases, it is necessary to ensure transportation, storage, and distribution with safety and predictability.
Therefore, the investment in the port complements the advancement in refining and gas. Production needs to reach the market, and port infrastructure is part of this mechanism.
What the package represents for São Paulo
Petrobras’ R$ 37 billion plan places São Paulo in a central position in the state-owned company’s energy strategy until 2030. The state will receive investments in areas ranging from refining to pre-salt, including gas, biofuels, and logistics.
Replan appears as a symbol of this movement, mainly due to the production of S-10 diesel, processing capacity, and the economic impact attributed to the refinery.
The bet also shows how Petrobras intends to combine traditional fuels with new energy fronts. Diesel, natural gas, SAF, and port infrastructure are part of the same long-term plan.
The question now is how these investments will be perceived in practice: greater supply security, less dependence on imports, more logistical efficiency, or real progress in the energy transition.
Energy, refining, and logistics on the same board
Petrobras is trying to transform São Paulo into an even more relevant base for its national operation. With R$ 37 billion planned until 2030, the state-owned company aims at a combination of production, refining, gas, biofuels, and logistics.
The impact of the plan will depend on the execution of the projects, the pace of investments, and the ability to convert industrial expansion into concrete benefits for supply and competitiveness.
For the consumer, the discussion appears in the form of diesel, transportation, energy, and indirect costs. For the country, it appears as infrastructure strategy and reduction of external vulnerabilities.
Do you believe that Petrobras’ investment in São Paulo can reduce the dependency on imported fuels and strengthen Brazil’s energy infrastructure, or do you think the bigger challenge lies in the execution of the projects? Leave your opinion in the comments.
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