Commodity Market Report

Mexico gas, power and renewables long-term outlook H2 2020: A slow, bumpy road to recovery

This report is currently unavailable

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

This release includes a comprehensive slide pack with our in-depth analysis providing commentary and results of our long-term outlook, complementing the prior data release. It includes a further examination of the evolution of gas and energy market fundamentals under the current Mexican context. After a tumultuous first half of the year, gas and power markets showed signs of a slow recovery in the second half. Gas-base generation reached new highs, accounting for 64.3% of total annual energy generation while gas demand increased by 9% compared to H1 2020, setting the stage for a promising future ahead. However, anti-renewables policies are delaying investments in renewable energy across the country, creating uncertainty around the national energy agenda. Furthermore, the Coronavirus’ second wave remains on the rise, slowing GDP and electricity load recovery rates and adding to the existing pool of risks to overcome in the upcoming years.

Table of contents

  • Coronavirus halts a decade of perpetual gas demand growth
  • Growing regulatory uncertainty overshadowing the power market's recovery

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    LTO H2 2020 Gas Demand Breakout Mexico 1 15 2021

    XLSX 1.12 MB

  • Document

    LTO H2 2020 Gas Price Outlook Mexico 1 15 2021

    XLSX 260.64 KB

  • Document

    LTO H2 2020 Gas Supply Breakout Mexico 1 15 2021

    XLSX 1.42 MB

  • Document

    LTO H2 2020 Gas Supply Demand Balance Mexico 1 15 2021

    XLSX 722.35 KB

  • Document

    LTO H2 2020 Power Avg Day Month 1 15 2021

    XLSX 4.28 MB

  • Document

    LTO H2 2020 Power Capacity Prices Mexico 1 15 2021

    XLSX 91.87 KB

  • Document

    LTO H2 2020 Power Clean Energy Compliance Mexico 1 15 2021

    XLSX 70.38 KB

  • Document

    LTO H2 2020 Power Delivered Fuel Prices Nominal Mexico 1 15 2021

    XLSX 256.80 KB

  • Document

    LTO H2 2020 Power Delivered Fuel Prices Real Mexico 1 15 2021

    XLSX 258.79 KB

  • Document

    LTO H2 2020 Power Load Forecast Mexico 1 15 2021

    XLSX 99.80 KB

  • Document

    LTO H2 2020 Power Prices Sparks IHR Darks Nominal Mexico 1 15 2021

    XLSX 3.68 MB

  • Document

    LTO H2 2020 Power Prices Sparks IHR Darks Real Mexico 1 15 2021

    XLSX 5.29 MB

  • Document

    LTO H2 2020 Power Supply Demand Energy Mexico 1 15 2021

    XLSX 566.35 KB

  • Document

    Mexico GPR Long Term Outlook H2 2020 V2

    PDF 5.15 MB

  • Document

    LTO H1 2020 Power Retail Basic Supply Tariff Mexico Annual 2 8 2021 V2

    XLSX 91.80 KB