Renewables & Electricity. Transmission failures blacked out Mexico; Grupo Dragon will bet on Baja California's power; and the Cenace will turn down renewables.
Natural Gas Mid-Downstream & LNG. Solensa rides natural gas distribution.
Liquid Fuels Mid-Downstream. New rules will limit private fuel imports; the CRE finally issued gasoline permits; and Pemex refining suffered in 2020.
Oil & Gas Upstream. Pemex will invest more in drilling; and Pemex's production level will remain unchanged.
Government & NGO. Inflation reached 3.22% in December; Mexico's exports went up in November; and the World Bank said the USMCA will help Mexico out.
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