Renewables & Electricity. The new administration plans 125 hydropower projects;
Los Cabos will consider geothermal power; and the CFE will finally encourage solar roofs.
Natural Gas & Liquid Fuels. IEnova won a Mexican marine terminal; AMLO plans to boost refining by watching India; and everyone debates IEPS.
Oil & Gas Upstream. Fuel rounds can help refining tenders; S&P expects Mexico's oil production to remain low; and AMLO will respect oil contracts if they are corruption-free.
Money & Power. Auto associations want attention to return to NAFTA; AMLO met US officials; and energy propelled inflation.
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