Renewables & Electricity. Yucatán has an urgent need for power; and solar grows, no thanks to AMLO.
Natural Gas & Liquid Fuels. ASEA said Dos Bocas will have a moderate effect on the environment; gasoline imports are up; and scrutinizing gasoline quality.
Oil & Gas Upstream. Shell has big plans for Mexican oil; Pemex goes all in at the Ixachi field; and the private sector condemned the farmout cancellation.
Money & Power. Mexico and Canada worked on ratifying the USMCA; businessmen and AMLO signed an investment agreement; and Moody’s and Fitch complained about Mexico’s policy uncertainty.
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