In January 2026, Petrobras experienced an extraordinary 550% increase in direct sales of Diesel B to large consumers, according to data from the National Agency of Petroleum, Natural Gas, and Biofuels (ANP). The company sold 7,276 cubic meters of Diesel B, which exceeds seven million liters, marking a sharp rise compared to just 1,104 cubic meters sold in the last quarter of 2025. This unprecedented growth has stirred up discontent among individuals associated with distribution companies, who perceive that Petrobras is operating under different rules than those imposed on them.

The bulk of Petrobras' sales increase can be attributed to agreements made with major players, particularly in Minas Gerais, where a supply contract with Vale led to the sale of 6,399 cubic meters of diesel. The concern among distributors is not only about competitive fairness but also about regulatory compliance and the potential implications on the broader market dynamics. The debate surrounding RenovaBio, Brazil's biofuels policy aimed at increasing the use of renewable fuels, has intensified as stakeholders call for equal compliance among all market participants.

As the situation develops, it remains crucial to monitor Petrobras' future sales strategies and their impact on the biodiesel market and the country's broader energy policies. The company’s growing dominance in direct sales raises questions about the future regulatory landscape for both traditional fossil fuels and biofuels in Brazil, which could influence energy sustainability efforts and economic competitiveness in the sector.