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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20 July 2020

Mexico gas, power and renewables long-term outlook H1 2020: Growing regulatory uncertainty in the post-coronavirus era

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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What's included

This report contains:

  • Document

    LTO_H1_2020_Gas_Demand_Breakout_Mexico_7_17_2020.xlsx

    XLSX 848.11 KB

  • Document

    LTO_H1_2020_Gas_Supply_Breakout_Mexico_7_17_2020.xlsx

    XLSX 1.06 MB

  • Document

    LTO_H1_2020_Power_Delivered_Fuel_Prices_Real_Mexico_7_17_2020.xlsx

    XLSX 264.10 KB

  • Document

    LTO_H1_2020_Power_Delivered_Fuel_Prices_Nominal_Mexico_7_17_2020.xlsx

    XLSX 265.39 KB

  • Document

    LTO_H1_2020_Gas_Supply_Demand_Balance_Mexico_7_17_2020.xlsx

    XLSX 644.40 KB

  • Document

    LTO_H1_2020_Power_Supply_Demand_Energy_Mexico_7_17_2020.xlsx

    XLSX 580.71 KB

  • Document

    LTO_H1_2020_Power_Avg_Day_Month_7_17_2020.xlsx

    XLSX 2.43 MB

  • Document

    LTO_H1_2020_Gas_Price_Outlook_Mexico_7_17_2020.xlsx

    XLSX 186.73 KB

  • Document

    LTO_H1_2020_Power_Capacity_Prices_Mexico_7_17_2020.xlsx

    XLSX 88.75 KB

  • Document

    LTO_H1_2020_Power_Clean_Energy_Compliance_Mexico_7_17_2020.xlsx

    XLSX 69.83 KB

  • Document

    LTO_H1_2020_Power_Load_Forecast_Mexico_7_17_2020.xlsx

    XLSX 99.15 KB

  • Document

    LTO_H1_2020_Power_Prices_Sparks_IHR_Darks_Nominal_Mexico_7_17_2020.xlsx

    XLSX 1.32 MB

  • Document

    LTO_H1_2020_Retail_Basic_Supply_Tariff_Mexico_Annual_7_17_2020.xlsx

    XLSX 111.53 KB

  • Document

    LTO_H1_2020_Power_Prices_Sparks_IHR_Darks_Real_Mexico_7_17_2020.xlsx

    XLSX 2.88 MB

  • Document

    Mexico GPR long-term outlook - H1 2020.pdf

    PDF 4.43 MB