Commodity Market Report
Mexico gas, power and renewables long-term outlook H1 2020: Growing regulatory uncertainty in the post-coronavirus era
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Report summary
With increasing global and national uncertainty, Mexico's energy sector has faced unprecedented challenges during the first half of 2020. The coronavirus breakdown has substantially reduced power loads, the OPEC+ agreement plunged oil prices, and significant national regulatory modifications affecting renewable private investments are on the top of the list. While we expect the energy sectors to overcome in the long-term, substantial investments in gas transport and energy transmission infrastructure, as well as a more aggressive incentive mechanism to promote new renewable capacity, are required to re-align to clean energy goals from the Energy Reform. 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.
Table of contents
- Gas Markets: Associated gas supply response to oil crash will support near-term prices
- Power markets: Government sends shock waves just as Reform-driven investments make their mark
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