Reassess Project Sourcing After Petrobras Addenda and Compressor MoU

What happened

Petrobras and three local gas producers signed long-term addenda that immediately extend access and the processing-capacity guarantee at the Catu Natural Gas Treatment Unit in Bahia. The addenda also update commercial and operational terms with a stated focus on cost reduction and certainty for regional gas processing. Operationally this makes Catu a firmer anchor for projects that depend on Bahia gas; watch whether suppliers and EPC bids start to assume the new continuity clauses in upcoming RFQs

Why the category manager should care

Treat the addenda as a real reduction in continuity risk for Bahia-linked scopes because Petrobras formalised the access and capacity-guarantee changes in signed addenda

Key facts

• Contract addenda take immediate effect for Catu UTG access
• Adds an extended processing-capacity guarantee window starting from the post-2028 period
• Commercial and operational conditions updated with cost-reduction emphasis

What happened

Ebara Elliott Energy and Doosan Enerbility signed an MoU to co-develop advanced gas-turbine-driven centrifugal compressors. The partners say joint engineering and market development start immediately and target commercial readiness in early 2028, which makes this a mid-term supplier development to track rather than an immediate procurement option. Watch whether the partnership converts to firm supply agreements and published technical data sheets that procurement can use in RFQs

Why the category manager should care

Monitor this as an emerging alternative supplier pathway because an MoU can lead to new product offerings that change vendor competitiveness and specs

Key facts

• MoU to co-develop gas turbine-driven centrifugal compressors
• Joint engineering and market development begin immediately
• Partners project commercial readiness in early 2028

What happened

AFPM published a collection of industry perspectives explaining why refined fuel prices are decoupling from crude, highlighting outages, export restrictions and other disruptions that have taken refining capacity offline. The analysis cites lower global refining throughput and regional damage to export routes, which keeps downstream product tightness and supplier bargaining power higher than crude movements suggest. Procurement should watch the persistence of refinery outages as a background driver of demand for fabrication, logistical and fuel-related project scopes

Why the category manager should care

Treat refining capacity constraints as a market backdrop because they sustain demand for heavy fabrication, logistics and specialist erection services that affect scheduling and pricing

Key facts

• AFPM summary flags damaged refineries, export constraints and supply-chain disruptions as dri
• IEA cited that global refinery throughput declined by 5.1 million barrels per day in the rece