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    Gabriel Barra

    Research Analyst at Citigroup Inc.

    Gabriel Barra is the Lead Analyst for Brazil Oil & Gas, Petrochemicals, and Agribusiness at Citigroup, based in New York, specializing in research coverage of major Latin American energy and commodity firms. He is known for covering companies such as Petrobras and Braskem, having made notable calls including the reassessment of Petrobras' stock rating and price target to reflect evolving sector and political dynamics. Barra has established himself at Citi as a key regional specialist, with a track record recognized through participation in consensus projections used by markets and investors. He holds industry credentials and is widely cited in corporate investor relations for his analytical work and sector insights.

    Gabriel Barra's questions to Cosan (CSAN) leadership

    Gabriel Barra's questions to Cosan (CSAN) leadership • Q2 2025

    Question

    Gabriel Barra from Citigroup Inc. asked about the possibility of a capital increase at the Cosan holding company level, framing it as a potential solution for Raizen's capital needs and linking it to long-term succession planning, should a third-party partner for Raizen not materialize.

    Answer

    Executive Marcelo Martins firmly stated that a capital increase at Cosan is not directly linked to Raizen's capital structure issues. He clarified that the immediate priority is monetizing assets to rebalance Cosan's own capital structure. He acknowledged succession is a key topic to be addressed with the controlling shareholder at the appropriate time, but it follows the more urgent deleveraging efforts.

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    Gabriel Barra's questions to ULTRAPAR HOLDINGS (UGP) leadership

    Gabriel Barra's questions to ULTRAPAR HOLDINGS (UGP) leadership • Q2 2025

    Question

    Gabriel Barra of Citi inquired about the dynamics of fuel margins amid regulatory changes, Ultrapar's view on Petrobras potentially re-entering the LPG market, and the future of the draft discount in working capital management following the IOF tax changes.

    Answer

    Ipiranga CEO Leonardo Linden noted that while regulatory shifts like single-phase taxation are positive long-term, it's too early to quantify the margin impact. Ultragas CEO Tabajara Albertalli stated that Petrobras's potential return would be as a high-quality, rule-abiding player. CFO Lesandro Pilaris explained the reduction in draft discount was a tactical response to the IOF tax, but it remains a tool for short-term capital management.

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