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Cover of the analysis on PLADESHI and the Pemex rescue plan

Regulation · September 2026 · Opinion

PLADESHI is not a sector development plan. It is a rescue plan for one company

The plan governing Mexican hydrocarbons through 2039 conflates two different problems: repairing Pemex, carrying 77.5 billion dollars of debt, and developing the sector. Only one of them has a roadmap.

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Cover of the analysis on the gaps in PLADESHI around power security

Regulation · September 2026 · Analysis

What PLADESHI does not say could leave you without power

PLADESHI is legally binding and governs fifteen years of the sector. I read it end to end looking for what it says about the two vulnerabilities that can switch this country off: they take up two lines.

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Cover of the analysis on transport electrification in Mexico

Mobility · September 2026 · Analysis

Mexico is not electrifying transport. It is electrifying the garage.

Wood Mackenzie modelled a scenario where Europe electric fleet grows 53% beyond forecast by 2040 and global oil demand falls five million barrels per day. The question for Mexico is whether it is electrifying transport or just the garage.

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Cover of the analysis on gas flaring and venting at Pemex

Energy · September 2026 · Analysis

The most profitable project in Mexican energy is switching off a flare

In the second quarter of 2026 Pemex flared or vented 778 million cubic feet of gas per day, double the year before. That is 10% of what Mexico buys from the United States, burned at home.

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Cover of the analysis on fracking and natural gas dependence

Energy · August 2026 · Opinion

Fracking in Mexico: the weapon is not the gas price. It is the valve.

In February 2021 a gas cut in Texas lasting less than a week left 4.7 million users without power in northern Mexico. It is the only controlled experiment that exists on Mexican energy sovereignty.

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Cover of the analysis on petrol imports and refining capacity

Investment · August 2026 · Analysis

Mexico did not cut its petrol imports. It changed how it counts them.

Mexican refining did grow, and grew a lot. But the capital it took bought very little of what was promised.

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Electric commercial fleet charging in a depot yard at dawn

Mobility · August 2026 · Analysis

Mexico isn't ready for the electric car. Its fleets are.

92% of the country's charging connections are private. Electrification already pays where nobody is looking: high-mileage fleets, which account for 25% of PM2.5.

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Open-pit mine and mineral processing plant at dawn

Minerals · August 2026 · Analysis

Mexico has the mine. Louisiana will have the plant.

Mexico holds the world's largest fluorspar mine and supplies around 70% of what the United States imports. The plant that multiplies the value is being built on the other side of the border.

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Cover with the data behind Mexico's self-consumption fuel registry

Regulation · July 2026 · Opinion

The new fuel-theft registry does not fight fuel theft

Mexico's new self-consumption registry is sold as energy traceability, but the underlying problem is different: the tax authority and the energy regulator cannot legally share information.

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Energy · July 2026 · Analysis

From shock to fragmentation: what the 2025 energy data says

After two years contributing to the Statistical Review of World Energy, we contrast the energy world we documented with the 2025 data: from a shared crisis to a fragmentation of strategies, and what it means for Mexico.

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Cover with the data on Pemex's mixed contract tender

Investment · July 2026 · Analysis

It was not a lack of interest. It was a lack of bankability.

Pemex took four mixed contracts to market holding more than 2,100 million barrels of 3P reserves. All four failed. The easy reading is lack of interest; the correct one is counterparty risk and timelines no investment committee can clear.

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Natural gas compressor station with valves and pipework at dawn

Strategy · April 2026 · Opinion

Energy sovereignty in Mexico: smart strategy or costly luxury?

Mexico consumes nine billion cubic feet of gas a day and imports close to three quarters of it. The real debate is not sovereignty versus dependence: it is efficiency versus resilience.

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Fuel dispensers on a petrol station forecourt at dawn

Fiscal · April 2026 · Analysis

Excise tax in Mexican petrol prices: how long can it hold?

Between February and March 2026 crude rose 46% and regular petrol 0.6%. The market did not absorb the difference — the excise tax did.

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