Renewables & Electricity. Baja California's former Finance Minister was accused of irregularities in a power plant bid; Zacatecas and Sonora will shine bright; and after a 10-month break, the CRE handed out a power generation permit.
Natural Gas Mid-Downstream & LNG. US natural gas exports are expected to skyrocket; AMLO hopes for a Jaltipán-Salina Cruz natural gas pipeline; and the new airport will be powered by natural gas and diesel.
Liquid Fuels Mid-Downstream. Mexican homes spend 507 pesos in power and fuels; and the Cofece is after power abuse in fuel retail.
Oil & Gas Upstream. Pemex has no way to develop Zama; E&P companies in Mexico are looking for an out; and Pemex stopped the Valeriana drilling.
Government & NGO. IMEF has high expectations for Mexico's GDP; Mexico attracted less FDI; and Clouthier warned the US on USMCA complaints.
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