Renewables & Electricity. Sonora will take advantage of its sun; AMLO plans a constitutional reform to back hydropower; and Cox Energy launched a US$32m capital raise.
Natural Gas Mid-Downstream & LNG. Mexico can't get enough of US natural gas; New Fortress started working on a Mexican LNG terminal; and the market expects private refined products imports to suffer.
Liquid Fuels Mid-Downstream. AMLO went into the LPG business; and small distributors complain about LP gas prices and local governments.
Oil & Gas Upstream. The CNH okayed Taxtunú's drilling.
Government & NGO. FocusEconomics expects Mexico's GDP to reach 5.7%; the USMCA will boost Mexico's growth by 6.5%; and inflation reached 5.88% in June.
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