According to state -owned data, there was a 1.8% decrease in the 2nd quarter of 2025; imports advanced 229.7% in the period
Petrobras registered a low of 1.8% in internal diesel sales, from 734,000 barrels per day in the first quarter of 2025 to 721 thousand barrels per day in the 2nd quarter. According to the state -owned company, the retraction was “Influenced mainly by the increase of imports by third parties, mostly originated in Russia”.
The reduction was along with the 229.7% increase in imports, from 37,000 barrels per day in the same period from 2024 to 122 thousand daily barrels. The information is on the company’s. This is a (PDF – 2 MB).
Since April 2023, Russia has become to Brazil, surpassing the US, traditional leader. Data from the (Ministry of Development, Industry, Commerce and Services) show that the nation accounted for over 60% of imports during much of the president’s 3rd term (PT).
Experts attribute the advance of Russian fuel to the effect of international sanctions arising from the war on Ukraine. With the loss of markets, Russia started to offer lower prices.
Second, founding partner of (Brazilian Center for Infrastructure), part of this diesel arrives in Brazil indirectly, by countries that refine Russian oil, such as India.
“Brazil, with this window, starts to buy Russian diesel. With this, since the war here, the importation of direct Russian diesel is a little more than 60% of our consumption.”said Pires to Poder360.
director of downstream Do (Brazilian Institute of Oil and Gas) stated that the enterprise movement of the Russian product was prior to the Lula administration. According to her, it is a natural movement of the market because of supply and demand.
“We had a large increase in Russian diesel in 2022, which may have reached the apex in early 2023, but it was a movement that we had already been going on before.”he said.
The United States of Donald Trump. Lula a decree that regulates a retaliation to the American movement.
The Republican said that if Brazil increases tariffs in retaliation, there will be an increase of equal proportion to the 50% announced.
The White House measurement comes into force. If there is no consensus and the Escalea trade war, the tendency is for US participation in the diesel market in Brazil to decrease even more. This opens room for greater expansion of Russians in the country.
