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Analysis and perspectives from our network on commercial strategy, energy, retail, growth and regulation.

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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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