AMLO’s energy policy set to backfire

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10 November 2020

AMLO’s energy policy set to backfire

Report summary

Creeping state intervention in energy policy boosts uncertainty and undermines PEMEX, CFE and other regulatory entities’ reliability, while imposing new challenges for existing and potential private market participants. Moreover, significant cash injections and regulatory favoritism have failed to improve these State-owned Enterprises’ profitability. As a result, the government’s focus on the so-called energy sovereignty has reduced public revenue, and austerity measures are insufficient to compensate for the losses. In contrast, the pace of development of energy projects in the country has continued to decline. This cross-commodity insight examines the latest governmental regulatory decision impacting the energy sector (oils and power) and Mexico’s country risk. This analysis includes Wood Mackenzie’s Upstream and Power Services information in collaboration with Maplecroft’s risk index.

Table of contents

  • Creeping resource nationalismreduces PEMEX’s attractiveness
  • Electricity sector favours energy security over emissions reduction
  • AMLO’s energy policy weakens macroeconomic stability

Tables and charts

This report includes 8 images and tables including:

  • Mexico's Resource Nationalism Index, Q4 2020
  • Company net acreage (Top 10)
  • Recoverable resources (Top 10)
  • Liquid production forecast
  • Reserves 2P additions 2015-2020
  • Monthly average Local Marginal Prices by Region
  • Projects in operation
  • New projects

What's included

This report contains:

  • Document

    AMLO’s energy policy set to backfire

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