Brazil is perfectly placed to make a climb during the oil crisis - another PBR.A post
I made a post a few days ago about why PBR.A (Petrobras) is in a prime position for those looking to get involved in oil stocks.
Since then the continuation of the US/Israel - Iran war, coupled with Trumps market manipulation has reinforced that point. For all of Trumps blustering and lies, the one thing he has always excelled at is market manipulation. And whether that's sending oil prices up or down, as long as he and his buddies can profit from it, he'll do it.
His remark about the war nearing completion sent oil prices plummeting. Yet here we are, a day later, and the US has only increased bombardment on Iran, and more gulf states have realized the risk to there refineries and have shut down production. To prove my point here's an article about the UAE doing just that: [https://www.reuters.com/world/middle-east/fire-hits-site-housing-abu-dhabi-national-oil-company-operations-after-drone-2026-03-10/](https://www.reuters.com/world/middle-east/fire-hits-site-housing-abu-dhabi-national-oil-company-operations-after-drone-2026-03-10/)
Now there has been movement up and down on this; both closing, re-opening, and then closing these gulf state refineries. The truth of the matter is that gulf oil will be stuck in crisis for many months in the least. and no matter how many statements trump makes, the threat to these refineries won't go away until all the powers that be sit down and negotiate. Something that seems unlikely to happen as the possibility of the US either putting boots on the ground or just walking away from the war and just hoping for the best, seems to ramp up.
In either scenario Iran will look to retaliate by making everything as painful as possible for the world economy, and continue hitting oil refineries in the area.
So what does this leave us with in regards to investment options? Obviously American oil companies are largely safe and available to do trade, but come with the large issue of dealing with a bipolar president who is quick to cause a trade war at the drop of a hat. The other alternative, that is well established then, is Brazilian oil.
Brazil is in a position where they're already a large oil producer, and have anywhere from decent to good to great trade relations with the US/Europe/China. With the gulf in crisis, Venezuela off the table, Russia being a pariah state, and a US under Trump, the stablest option remaining is Brazil.
The world economy hates instability, and regardless of it, will keep moving forward searching for solutions. That solution is Brazil and Petrobras (PBR.A being my obvious pick, but PBR is good too). Feel free to look at my previous post about my rundown on the company
Disclaimer: I'm just some jabroni who is typing out what he feels is the case about a very volatile situation. In reality i don't know shit about fuck
