Renewables & Electricity. AMLO threatens to change the constitution for the power law; Concamin said power self-supply represents 14% of the GDP; and Siemens Energy believes energy needs to be updated.
Natural Gas Mid-Downstream & LNG. Monterrey is ready for Mexico's natural gas pricing index; CFE launched a bid for six combined-cycle plants; and completed US natural gas projects will boost exports.
Liquid Fuels Mid-Downstream. Morena will fight writs of amparo against CFE and Pemex; and the Finance Ministry expects a bonus by the end of 2021.
Oil & Gas Upstream. Pemex's recent oil discovery may not be as good as promised.
Government & NGO. The USMCA may be used to negotiate the new power law; Banxico expects US stimulus to lift the Mexican economy; and the IMEF and FocusEconomics are hopeful for Mexico's economy.
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