Petrobras Faces Unforeseen Competition: Battle for Power Generators with Data Centers

Written by Noel Budeguer

Published on 03/10/2025 at 19:14

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Petrobras Launches P-91 Amid Unexpected Dispute: Global Data Centers are Massively Purchasing Turbo Generators, Hindering the State Company’s Access to Essential Equipment for Pre-Salt

Petrobras has begun the hiring process for the P-91, its 12th and final floating production platform in the Búzios Field. However, when announcing the bidding, the Director of Engineering, Technology, and Innovation, Renata Baruzzi, pointed out an unusual challenge: the state company is now competing with global data centers for the purchase of power generators.

According to the executive, suppliers of turbo generators have prioritized massive orders from the technology sector, which consumes increasingly larger volumes of electricity to keep servers running. “A data center asked me for 15 turbines, and Petrobras only for one. Who do you think the manufacturer will prioritize?” said Renata.

Billion-Dollar Platforms Pressured by Lack of Equipment

The new FPSO, named P-91 or Búzios 12, will have a capacity to produce 180,000 barrels of oil per day and will also function as a natural gas distribution hub. However, in addition to the technological challenge, the biggest current obstacle is ensuring the supply of basic equipment, such as turbines, which are contested by very different sectors.

ARTICLE CONTINUES BELOW

Data Centers and Oil: The Same Energy Battle

What stands out is that, for the first time, Petrobras faces competition from a sector outside the heavy industry. Technology giants, by expanding their data centers, have begun to order dozens of large turbines, pressuring the global supply chain.

This scenario shows how the energy transition and global digitization are beginning to directly affect the oil industry. Platforms that previously only competed with shipyards and naval suppliers are now also contending with the digital cloud.

Path to 2033

Despite the dispute, Petrobras maintains its plan to consolidate Búzios as its largest producing field, with a peak expected of 1.8 million barrels per day in 2033. The P-91 will be built under the BOT (Build, Operate, and Transfer) model, in which the contracted company assumes the initial operation before transferring it to the state company.

The contract provides for 25% local content, but it is up to the operator to decide whether this share will be met with modules, integration in Brazilian shipyards, or purchasing national equipment, such as those produced by WEG.

Interested companies will have 180 days to submit proposals. The delivery of P-91 will only occur after 2030, being excluded from the 2026-2030 Business Plan. Until then, other contracted FPSOs will reinforce the field’s production.

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Petrobras Faces Unforeseen Competition: Battle for Power Generators with Data Centers

Petrobras Launches P-91 Amid Unexpected Dispute: Global Data Centers are Massively Purchasing Turbo Generators, Hindering the State Company’s Access to Essential Equipment for Pre-Salt

Billion-Dollar Platforms Pressured by Lack of Equipment

Data Centers and Oil: The Same Energy Battle

Path to 2033

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Petrobras Faces Unforeseen Competition: Battle for Power Generators with Data Centers

Petrobras Launches P-91 Amid Unexpected Dispute: Global Data Centers are Massively Purchasing Turbo Generators, Hindering the State Company’s Access to Essential Equipment for Pre-Salt

Billion-Dollar Platforms Pressured by Lack of Equipment

Data Centers and Oil: The Same Energy Battle

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Workers were opening a modern road in Dover when they found, 6 meters below the asphalt, a 3,500-year-old boat made of stitched oak and plant fibers.

Consumers eat six times more chicken than in the 1960s, global meat supply quadruples in 60 years, and FAO report reveals the invisible cost on the plate: livestock could drive 80% of the increase in agricultural emissions over the next decade.

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Man built a 5-acre lake to raise bass, but after 1,000 days the project turned into a wildlife sanctuary with eagles, deer, ducks, owls, and live cameras that transformed the farm into a biodiversity laboratory.

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