News and AnalysIs for

The “death-blow” for Energy Reform; Pemex abandoning its targets; and The rating is the same but read the notes

We do not mean to offend anyone’s religion but when dealing with a messianic figure like Andrés Manuel López Obrador it is hard not to think in these terms.

Octavio Romero might let Talos operate Zama; The law is such a pain! – II; and Bondholders unhappy with plan to bail out Pemex

A few more details on the Pemex / CFE deal; Romero Deschamps no longer Pemex employee but still well paid; and AMLO still owes Campeche y Carmen

Pemex found something; PAN leader pans AMLO energy policy; and Storage caves

Gas self-sufficiency is AMLO’s fantasy; Pemex is nice to do business with. Really. ; and An inside job.

CNH approves PC-Carigali (Petronas) and Shell plans; Electrical industry going to court over the ‘Counter-Reformation’; and A new way to cheat Mexican drivers at the pump

“Unproductive but sovereign”; Pemex distorting the figures to skew the story; and ASF says Pemex’s management presents “anomalies”

This time for real? A number of stories have accumulated pointing to a severe financial crisis in Pemex. Maybe the press is just figuring it out or maybe something real is happening.

ASF says the NOC is technically bankrupt; AMLO paying Pemex’s bills; and Let’s make a deal – Braskem, Pemex and Cenegas