Renewables & Electricity. IEnova is after all of Baja California's wind; CRE increased transmission tariffs by 800%; and Mexico's solar could feed 8 million homes by now.
Natural Gas Mid-Downstream & LNG. Mexico may build an LNG export hub in Salina Cruz; Mexico may enjoy more US natural gas; and Braskem Idesa restarted operations.
Liquid Fuels Mid-Downstream. AMLO is considering doing away with energy regulators and the competition watchdog.
Oil & Gas Upstream. The CNH okayed exploration and extraction plans.
Government & NGO. Banxico expects Mexico's GDP to reach 5.3%; farm trade could be a wild card in energy row negotiations; and menacing autonomous regulators go against the USMCA.
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