(Houston, Nov. 28, 2018, Market Note 232) This report provides highlights of the diagnosis of the causes of the precarious security situation in Mexico and of the incoming government’s program to restore the rule of law in Mexico. The 8-point plan reimagines the war on drugs as a challenge of...
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Unitization as policy, stratagem or happenstance? Area 7 in Bid Round 1.1 Revisited
(Houston, Nov. 3, 2018, MEI 882) In this report, we ask about how did it happen that the boundary of Area 7 of CNH Bid Round 1.1 left a significant portion of a reservoir on Pemex’s side, triggering negotiations for unitization. The giant reservoir that was discovered by Talos Energy...
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MORENA in Houston
Houston, September 27, 2018 (MEI 880) This report draws on attendance at five of seven discussions that were held in Houston during the week of Sept. 18-25, 2018 about the outlook for energy and environmental policies in Mexico under the incoming MORENA-led administration. The presentation and Q&A on Sept. 19...
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Reimagining Mexico’s Hydrocarbon Law
Houston, Aug. 20, 2018 (MEI 879) In a presentation in Mexico City on August 10, 2018, Dr. Fluvio Ruiz, a former member of Pemex’s Board of Directors and an advisor to the incoming MORENA administration, outlined his vision for the hydrocarbon sector. This report reviews the articles of the Hydrocarbon...
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Oil policy agenda: AMLO’s MORENA Party (original Spanish text)
Houston, December 7, 2017 (MEI 860, appended Sept. 4, 2018) This report comments on the 10 strategic initiatives that were proposed by the political party MORENA, whose candidate in the 2018 presidential elections in Andrés Manuel López Obrador. MORENA is the only party to have a developed energy plan, the...
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Urging Morena to be More Ambitious
Houston, Aug. 22, 2018 (MEI 878) This report urges the incoming MORENA administration to be more ambitious in its planning for the energy sector. We list two dozen topics grouped in to six categories: Corporate governance and culture, downstream regime, legal, regulatory oversight, social and environmental policy and upstream regime....
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Morena’s Energy Proposals
Houston, Aug. 18, 2018 (MEI 877)This report critiques the 50 proposals of the MORENA party related to energy as set forth in a document dated July 10, 2018. We characterize the proposals using metaphors from chemistry: interesting (silver), crowd-pleasing (bromide) and problematic (plutonium). We note that MORENA has roots that...
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