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Constitutional reforms harder to halt; Optimistic view on Deer Park; Supreme Court accepts filing against Hydrocarbons Reform — HCM for 2021 07 19

An eventual constitutional reform would be much harder to halt; An optimist’s view of Pemex’s purchase of the Deer Park refinery; The Supreme Court has accepted a challenge to the Hydrocarbons Reform

Friday, July 16th, 2021
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Talos prepares for Zama legal battle; AMLO electrical constitutional reform; Pemex retail gasoline market in 2021 — HCM for 2021 07 16

Talos Energy has retained a legal firm in a sign it is gearing for a legal battle over the Zama field; AMLO seeks to change the constitution to hand over control of the electrical energy market to CFE; Pemex’s brand control of the gasoline retail market has dropped in 2021.
Talos Energy lawyers up over Zama dispute

Thursday, July 15th, 2021
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A risky future for AMLO’s energy vision; Gas Bienestar does have some support; Sad reality for Pemex petrochemical business — HCM for 2021 07 15

AMLO’s focus on energy sovereignty over energy security is a risky path for the country, analysts say; Gas Bienestar is welcomed in some parts of Mexico even by other LNG distributors; Pemex’s petrochemical business has shrunk to half of its production in the last five years.

Wednesday, July 14th, 2021
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Energy sector through 2024; CRE suspends fuel operations at train terminal; Cofece: Gov inactive in combating LNG concentration– HCM for 2021 07 14

A detailed opinion on what is instore for Mexico’s energy sector through the end of AMLO’s term; the CRE suspends fuel transshipments at the IEnova train terminal; the Cofece commission says government could do more to counter LNG market concentration rather than launch a state run distributor

Tuesday, July 13th, 2021
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Private firms lose hydrocarbons import/export options under new rules; Zama assignment does not violate USMC says USA; Pemex faces investigation into fire– HCM for 2021 07 13

A number of industry associations warn that new rules vastly limiting options for importing and exporting hydrocarbons will affect the greater energy sector; A US commercial representative says the awarding of the Zama field to Pemex does not violate the USMCA treaty; Pemex has 180 days to file a report and faces an investigation into its offshore fire.

Tuesday, July 13th, 2021
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State LPG to cause more distortions; Pemex spills grow under AMLO; CFE arbitration — HCM for 2021 07 12

A state run LPG distributor will cause more market disruptions and increase costs for Pemex and Mexican public finances, analysts say; Under AMLO the number of Pemex oil spills have increased; A Texas gas supplier has filed for arbitration against the state utility CFE.

Friday, July 9th, 2021
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Energy sector concerns for USMCA; Lukoil acquisition in Area 4; Pemex Miztli-1EXP approval – HCM for 2021 07 09

The energy sector is a cause of concern as representatives from the United States, Canada and Mexico met in Mexico City to mark a year of the trade agreement between the three nations; Lukoil purchases 50% of the operation in Area 4; Pemex gets approval for its Miztli-1EXP onshore exploration well.

Thursday, July 8th, 2021
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State distributed LPG and price caps; Pemex Tlense-1EXP well; AMLO promises analysis of eco damage from fire – HCM for 2021 07 08

AMLO’s newest idea to curb increasing gas prices is a state run LPG distributor; Pemex gets approval for the Tlense-1EXP well; AMLO assures an analysis and repair of any eco damage from Pemex’s “eye of flame”.

Wednesday, July 7th, 2021
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Sener hands Zama to Pemex; AMLO gets a win on electrical reform; Pemex 2020 emissions — HCM for 2021 07 07

Sener ruled that Pemex, not Talos Energy, should be in charge of the operation of the Zama discovery; AMLO got some relief on his electrical reforms after an injunction was lifted; Pemex greenhouse gas emissions grew in 2020

Tuesday, July 6th, 2021
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Pemex “Eye of Fire”; AMLO Energy Policies Stagnated; US pressure to reject Deer Park purchase — HCM for 2021 07 06

Pemex got attention for all the wrong reasons as a fire on its gas pipeline in the Campeche Sound garnered attention and questions about the NOC and its operation from around the world, Three years into AMLO’s term and energy policy looks halted; A US congressman called on US authorities to deny Pemex’s planned takeover of the Deer Park Refinery.

Monday, July 5th, 2021
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