According to the Kpler and with ship tracking data compiled by Bloombergships carrying at least 3.2 million barrels of diesel from Russia are parked near the coast of Brazil, representing two weeks of consumption of Brazilian imports.
There are diesel cargoes stuck on tankers in the Mediterranean and the Gulf of Guinea, as well as accumulations of oil cargoes outside Indian ports.
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According to Bruno Pascondirector and partner of Brazilian Infrastructure Center (CBIE), the specific reasons for the ships being anchored have not yet been determined.
According to Pascon, “supply from Russia is not being changed and, given the price difference in relation to diesel from the Gulf of Mexico, Brazil will continue to maximize this import”.
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TIM (TIMS3) has the green light to distribute R$1.31 billion in complementary dividends; see conditions –MoneyTimes
Oil companies (PETR4, PRIO3, RRRP3, RECV3) start up, with a sharp rise in oil prices – Value Invest
Economy
Is there another drop in the Selic coming? Campos Neto talks about removing cut projections from the Copom minutes
The president of Central bank, Roberto Campos Netostated this Thursday (28) that the withdrawal of guidance of the latest minutes of the Copom meeting, released on Tuesday (26), does not mean a change in the scenario, but rather a more cautious approach to interest cuts in the next meetings.
“The scenario has not changed substantially; It is understood that we have less visibility. Having less visibility does not mean that the path has changed”, he pointed out. Campos Netoduring the press conference for the March inflation report.
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Government promises relief on electricity bills, but experts have doubts about the proposal – O Globo
Federal government extends Desenrola Brasil until May 20 – CNN Brasil
Companies
Hapvida (HAPV3) closes 4Q23 with claims ratio below 70% and gives spoilers about dividends
A Hapvida (HAPV3) reported its results regarding the fourth quarter of 2023 (4Q23)with emphasis on the drop in the cash accident ratewhich went from 72.9% in 4Q22 to 69.3% now.
A rate below 70% may be welcomed by analysts. When the 3Q23 numbers were released, the accident rate of 71.9% displeased the market, which expected Hapvida to give clear signs of working so that the indicator returned to the 68% range (pre-Covid level) in the third quarter 2024.
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Blue (AZUL4) in red: company triples loss in 2023; share plummets almost 8% – Valor Investe
Marfrig records net profit of R$11.8 million in the 4th quarter – CNN Brasil
Source: Moneytimes
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