Insight
Mexico gas, power and renewable service: The next wave of Mexico’s gas infrastructure projects
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
President Andres Manuel Lopez Obrador (AMLO) exposed his intentions to expand Mexico’s gas infrastructure, primarily focusing on the southeast. The list is vast, covering the entire gas industry value chain from upstream supply to LNG export projects. However, challenging economics raises many questions about its feasibility. Still, the lessons learned from the past suggest when AMLO supports a project, economics is not always the primary driver. Social impacts and the support to national companies like Pemex and CFE are important decision drivers as well.
Table of contents
- Executive summary
- Reborn: Lakach rises from the ashes, targets 2024 start-up
- Midstream and LNG in the spotlight
- Northern projects: CFE looking to expand their Baja California footprint
- Southern projects: Sur de Texas-Tuxpan critical role in revitalizing Mexico’s southeast
- How serious are these projects?
Tables and charts
This report includes the following images and tables:
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Lakach oil and gas production profileBaja California gas infrastructureMexico’s gas pipeline grid and SISTRANGAS zones
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Mexico’s Pacific LNG shipping plus transport cost vs US Gulf Coast shipping cost to Asian marketsHistorical Mayakan pipeline flows
What's included
This report contains:
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