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To: upanddown who wrote (124220)	9/12/2009 3:25:12 PM
From: elmatador	Respond to of 206181

Portifolio of shipyards orders and List of Shipyards (below) clickmacae.com.br Brasfels - Angra dos Reis (RJ) Petrobras - P-51 - semi-submersible platform delivered in October 2008, built in a consortium with Technip. Petrobras - P-56 - semi-submersible platform, building to be started. (Consortium with Technip). EISA - Rio de Janeiro (RJ) PDVSA - 10 tankers Log-In - 5-container ships Laurin - 2 bulk ships Log-In - 2 bulk ships UP-Offshore - 1 PSV Transpetro - 4 tankers (under definition) Mauá - Niterói (RJ) Transpetro - 4 tankers (product) STX Brasil Offshore (ex Aker-Promar) - Niterói (RJ) DOF / Norskan - 1 vessel type AH 5 (anchor-handling vessel), 74 meters in length, capacity for 38 crew members. DOF / Norskan - 2 AH12 (anchor-handling vessels), 95 meters in length, capacity for 60 crew members. Aliança - Niterói (RJ) CBO - 8 ships to support maritime PSV multifunctional type. CB0 - 20 PSV type maritime support ships STX BRASIL OFFSHORE S/A Praça Alcides Pereira, 1 - Ilha da Conceicao - Niteroi - RJ CEP 24050-350 - Phone: (21) 2718-9090 - Fax: (21) 2718-9080 inside.stxeurope.com/ba/offshore/brazil/pages/buhome.aspx maria.gracas@stxeurope.com Trav. Braga, 2 (Avenida do Contorno) - Barreto - Niterói - RJ CEP 24110-200 - Tel-fax: (21) 3714-1222 - Fax: (21) 2624-9376 www.estaleiroealianca.com.br - rh@estaleiroalianca.com.br BRASFELS S. A. Rio-Santos (BR-101), km 83 - Jacuecanga - Angra dos Reis - RJ - CEP 23905-000 Phone: (24) 3361-3403 - Fax: (24) 3361-3408 Rio de Janeiro: Rua da Assembléia, 10 - sala 2001 - Centro - CEP 20011-000 - Phone: (21) 2215-0772 - Fax: (21) 2224-2248 www.kfelsbrasil.com.br - kfelsbrasil@kfelsbrasil.com.br DETROIT BRASIL S. A. Rua Cesar Augusto Dalçoquio, 4500 (BR-101, km 112) Salseiros - Itajaí - SC - CEP 88311-550 Phone: (47) 3349-8336 - Fax: (47) 3349-3144 www.detroit.cl - sce@detroit.cl (Sergio Camiruaga – Vice President) EISA - ESTALEIRO ILHA S. A. Rosa Beach, 2 - Bancários - Ilha do Governador - Rio de Janeiro - RJ - CEP 21920-630 Phone: (21) 2468-8002 Fax: (21) 3396-2903 www.eisa.com.br - eisa@eisa.com.br EMPRESA BRASILEIRA DE REPAROS NAVAIS S .A. - RENAVE Avenida do Contorno, 169 - Barreto - Niterói - RJ - CEP 24110-200 Phone: (21) 2199-8000 / 2628-1025 - Fax: (21) 2624-1662 www.enavi.com.br - enavi@enavi.com.br. ITAJAÍ S. A. Rua Herta Thieme, 244 - 1º Distrito Industrial - Itajaí - SC CEP 88305-620 - Phone: (47) 2103-1100 - Fax: (47) 3348-1937 dp@estaleiroitajai.com.br ESTALEIRO NAVSHIP LTDA. R. Orlando Ferreira, 305 - Machados Navegantes - SC CEP 88375-000 Phones: (47) 2104-2800 - Fax: (47) 2104-2801 renata.campigotto@choust.com (HR) Rio de Janeiro: Rua da Assembléia, 10 - sala 3.601 – Centro CEP 20011-000 - www.navship.com.br RIO MAGUARI S.A. Maracacuera Road, km 06 - Icoaraci - Belém - PA CEP 66815-140, Phone: (91) 3214-7800 - Fax: (91) 3227-2601 www.riomaguari.com.br - riomaguari@uol.com.br INDÚSTRIA NAVAL DO CEARÁ S. A. - INAC Av President Kennedy, 100 - Praia de Iracema - Fortaleza - CE CEP 60060-610 - Phone: (85) 3455-1800 - Fax: (85) 3231-9110 / 3251-1171 - www.inace.com.br - inace@inace.com.br Rio de Janeiro: Av Nilo Peçanha 26 - Grupo 904 - Centro CEP 20020-100 - Fax: (21) 2524-0296 mariojorge@imagelink.com.br (Mario Jorge Coutinho dos Santos). KEPPEL FELS BRAZIL S. A. Rua Barão de Jaceguai, s / n º - Ponta d’Areia - Niterói - RJ Phone: (21) 2613-8600 Rio de Janeiro: Rua da Assembléia, 10, 20º andar, Gr 2001 to 2006 and 2012 - Centro - CEP 20011-000 Phone (21) 2215-0772 - Fax: (21) 2224-2248 www.kfelsbrasil.com.br - kfelsbrasil@kfelsbrasil.com.br ESTALEIRO MAUÁ S. A. Rua Dr. Frumêncio Paulo, 28 - Lot 1A (Part) - Ponta d’Areia Niteroi - RJ - CEP 24040-290 Phone: (21) 2613-9999 - Fax: (21) 2722-1509 www.estaleiromaua.ind.br maua@estaleiromaua.ind.br RIO NAVE SERVIÇOS NAVAIS LTDA. Rua Carlos Seidl, 714 (Part) - Caju Rio de Janeiro - RJ - CEP 20931-000 Phone: (21) 3860-8448 - Fax: (21) 3860-8020 rionavedp@ibest.com.br (Viviane: personal department) SERMETAL ESTALEIROS LTDA. Rua General Gurjão, 2 (Part) - Caju - Rio de Janeiro - RJ CEP 20931-040 - Phones: (21) 2585-9400 - Fax: (21) 2580-5331 www.sermetal.net sermetal@sermetal.net - diretoria@sermetal.net SETAL ENGENHARIA CONSTRUÇÕES E PERFURAÇÕES S/A Rua Adonis, 260 - Yara Praia - São Bernardo dos Campos - SP CEP: 09830-090 - Phone: (11) 5525-4938 - Fax: (11) 5525-4848 www.setal.com.br - rh@setal.com.br SRD OFFSHORE S.A Av Almirante Noronha, s/nº - Jacuecanga - Angra dos Reis - RJ CEP 23914-410 - Phone: (24) 3361-6960 - Fax: (24) 3361-6950 www.srd.ind.br - dp@srd.ind.br. TRANSNAVE ESTALEIRO DE REPAROS E CONSTRUÇÃO NAVAL S. A. Praia da Ribeira, 160 - Ilha do Governador - Rio de Janeiro - RJ CEP 21930-040 - Phone: (21) 3396-9667 - Fax: (21) 3396-9667 transnave@openlink.com.br (Head Officer: Mauricio Carvalho) TWB S/A – CONSTRUÇÃO NAVAL, SERVIÇOS E TRANSPORTES MARÍTIMOS Rua José Marques, 26 - Vila Santa Rosa - Guaruja - SP CEP 11431-020 - Tel / Fax: (13) 3348-4848 www.twbmar.com.br - premolnavi@premolnavi.com.br. UTC ENGENHARIA S. A. - ULTRATEC Rua Bela Cintra, 986 - 10th floor - Consolação - São Paulo - SP CEP 01415-906 Phone: (11) 3124-1200 - Fax: (11) 3259-2539 Rua Monsenhor Raeder, 273/275 - Barreto - Niterói - CEP 24110-814 - Phone: (21) 2624-9200 - Fax: (21) 2620-4948 base.niteroi@utc.com.br - www.utc.com.br

To: upanddown who wrote (124220)	9/13/2009 8:33:45 PM
From: carranza2	1 Recommendation Read Replies (2) \| Respond to of 206181

"The board of directors approved the strategy for construction of 28 new drilling rigs to be built in Brazil, with increased national content, to explore ultra-deepwaters including fields located in the subsalt," Petrobras said. Your question: "Any rumors as to which Brazilian shipbuilder has the capacity, connections and financing to give it an inside track to that first order?" Short answer: No 100% Brazilian co. has nearly the capacity to handle such a large order. That is why the phrase "increased national content" is a part of the announcement. The Brazilians are fully aware of their limitations. They know that trying to go it alone would result in a disaster. There are Singaporean, South Korean and American shipyards that can handle such an order on their own. Whichever one gets the order will have to build the equipment in Brazil with Brazilian partners. Transocean already has rigs drilling in Brazil. rigzone.com I expect it would be substantially more efficient to hire a drilling contractor such as Transocean to do the work, but this is a highly political thing whose goal is to employ as many Brazilians [and line as many politicos' pockets] as possible. The strategy is probably not a good one; time will tell. If the initiative doesn't work, the Brazilians will have to rely on contract drillers, who will have them over the proverbial barrel. I think relying on a sole supplier is probably not a good idea. I certainly wouldn't rush into buying shares in any Brazilian co. listed in elmat's post. The politics [bribes] probably have not been sorted out.

To: upanddown who wrote (124220)	9/14/2009 4:56:08 PM
From: elmatador	Read Replies (2) \| Respond to of 206181

Asian yards miss out on Petrobras drillship contracts Rio De Janeiro: Asian shipyards are to lose out on a lucrative offshore opportunity in light of the news that that Brazilian oil company Petrobras is to hand out around $9.8bn in chartering costs to offshore operators for expensive drillships - but only if they are built in Brazil. After Petrobras executives visited various South Korean yards in April of this year it was thought highly likely that the state-controlled oil giant would give the green light for charterers to build the vessels in South Korean yards, such as Daewoo Shipbuilding and Marine Engineering. But today, Sergio Gabrielli, the President of transpetro has decalred that the tender process for 28 drillships - which cost around USD$300M apience - will go out within days and it will include the proviso that they are constructed in Brazil. Gabrielli said in Rio de Janeiro: “We are looking at various alternatives that include us contracting the yards to build the vessels or handing out long-term charter agreements to the operators to then negotiate with the yards to build. But whichever alternative we choose it will involve the vessels being built in Brazil.” This announcement seems to have killed off speculation that some of these sophisticated and very expensive vessels might be buit in Korean or Chinese shipyards, as has been mooted in the international maritime media. Petrobras itself has throughout this year been saying only that the 28 drillships will “largely be built in Brazil” leaving the opportunity for hope among South Korean and other Asian yards. The Petrobras initiative will lead to contracts – for the newbuildings - worth around $9.8bn, with each drill ship costing around $350m. [11/09/09] seatradeasia-online.com

To: upanddown who wrote (124220)	9/26/2009 3:43:19 AM
From: elmatador	1 Recommendation Respond to of 206181

John see slide 38 with the new equipment to be contracted. www2.petrobras.com.br

To: upanddown who wrote (124220)	9/29/2009 2:08:47 PM
From: elmatador	Respond to of 206181

Petrobras has signed a $500-million frame agreement with Cameron. Under the agreement, Cameron will provide 138 subsea trees for projects offshore Brazil. Published: Sep 29, 2009 Offshore staff HOUSTON -- Petrobras has signed a $500-million frame agreement with Cameron. Under the agreement, Cameron will provide 138 subsea trees for projects offshore Brazil. Installation will be supported by 18 sets of running tools. Initial delivery is scheduled to begin in 2011, and will continue for four years. As a part of the agreement, Cameron has received a purchase order contract for the first 111 subsea trees. Deliveries are due to begin in 1Q 2011 and continue until 1Q 2014. 09/29/2009