2019 Mexico Gas & Power Briefing

Agenda

• 16 October 2019

  • Registration & Networking

    8:30 AM - 9:00 AM

  • Registration & Networking

    8:30 AM - 9:00 AM

  • Welcome Remarks

    9:00 AM - 9:05 AM

  • Challenges of the Natural Gas Market in Mexico

    9:05 AM - 9:30 AM

    As domestic production continues to decline in the short-term, US gas imports are more important than ever. With the debottlenecking of the pipeline network and Permian production reaching new heights while pressuring prices to historic lows, many questions arise if Mexico’s gas market dynamics are switching once again.

    Speakers

    • Rodrigo Rosas

      Research Analyst

      Rodrigo Rosas joined Wood Mackenzie as Gas Analyst in 2017. His focus has been in depth analysis and evolution of the Mexican gas market, including the impacts of new pipelines constructions and gas demand centers. He has a strong background in oil and gas market analysis, appraisal projects and scenario modelling. Prior to joining Wood Mackenzie, Rodrigo worked at Duff & Phelps for 2.5 years performing E&P appraisal models focused in Mexican Oil & Gas fields, developed reports and market analysis for different clients and recently was responsible for the economic operation and management of Pemex new JVs as Operator. Rodrigo holds a B.S. in Petroleum Engineering from the National Autonomous University of Mexico (UNAM) and is based in Wood Mackenzie’s Mexico office.

  • The Race for the Electricity Market in Mexico: Renewables vs. Natural Gas

    9:30 AM - 9:55 AM

    Mexico's power grid is changing by the day as new renewable projects are integrated and gas infrastructure is finally completed. The pace and mix of future investment will depend on several key factors -- today's political and regulatory environment, the location of renewable resources, intermittency patterns versus firm generation need, and ultimately project economics.

    Speakers

    • Brett Blankenship

      Research Director Power and Renewables

      Brett Blankenship has over a decade of experience in power and fuels markets. At Wood Mackenzie, he has been an integral member and manager of the North America Power and Renewables, North America Gas, and currently Latin America Fuel Fundamentals research teams. He has a strong background in topical research, scenario modeling, model development, and process automation. His areas of expertise include long-term cross-sector integrated scenario analysis, power sector environmental policy, and coal-gas competition. Prior to joining Wood Mackenzie, Brett had worked at Accenture and American Electric Power. He holds a B.S. in Chemical Engineering from Case Western Reserve University and is based in Wood Mackenzie's Houston office.

  • Political Risk in Mexico and its Impact on the Energy Sector

    9:55 AM - 10:20 AM

    AMLO’s policy shift towards energy security and self-sufficiency has benefited from a strong democratic mandate and institutional support, maintaining regulatory and operative stability and keeping the doors open to private and foreign investment, but faces corruption, criminality and emissions reduction as key challenges

    Speakers

    • Christian Wagner

      Politics Analyst

      Christian is a Politics Analyst in the Americas team. Based in Mexico City, he undertakes country risk analysis and consulting for extractives industries on Mexico, Guyana and Suriname. He also contributes to the team’s broader research, regional security logging, and index scoring. Prior to joining the team, Christian worked as a government affairs consultant for companies in the energy and international trade sectors, carrying out viability studies, regulatory mapping and stakeholder management for investment projects. He previously performed as a public policy consultant, and as a liaison between the Mexican Foreign Ministry, Congress and local governments. Christian obtained a masters degree in International Law (LLM) at the University of Edinburgh. He holds a bachelor’s degree (BA) in International Relations at El Colegio de México in Mexico City, with a research exchange at the Free University of Berlin. He is a native Spanish speaker, is fluent in French and conversational in German.

  • Break

    10:20 AM - 10:30 AM

  • Panel Discussion: Mexico Gas & Power Investment: Challenges & Opportunities in Today’s Environment

    10:30 AM - 11:00 AM

    
    Moderator: Vignesh Gulasingam, Head of Power and Renewables Consulting, Wood Mackenzie
    Panelist: Carlos Alvarez, Managing Director, BlackRock
    Panelist: Santiago Garcia, CEO, Santa Fe Gas
    Panelist: Adalberto Garcia, Commercial Director, AES Corporation