Insight
Mexico gas and power reform: a brewing storm or ready to perform?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Mexican Energy Reform ended 75 years of state monopoly across the power, oil and gas sectors, allowing private companies to participate in all aspects of the value chain. But after four years of implementing the new market construct and massive investment in new infrastructure to deliver lower cost natural gas from the US, 2017 saw power price spikes driven by gas market fundamentals. Are these short-lived growing pains or a sign of market turbulence ahead?
Table of contents
- Executive summary
- Energy Reform opens market access but not without new hurdles
- Legal injunctions halt pipeline construction
- Gas deliverability issues ripple through power sector
- CFE will continue to ease shortages with LNG in 2018
- A sign of things to come?
Tables and charts
This report includes the following images and tables:
- Major Mexico pipelines: Strategic additions face construction delays
- Natural gas prices $/mmBtu
- Day-ahead energy prices in the SIN, averaged by region (US $/MWh)
- Historic net imports: Altamira LNG re-emerges
What's included
This report contains:
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