IPD EnergyNet
Our thought provoking and timely analysis of the energy industry offers IPD clients a unique local perspective that enables them to better understand energy dynamics and create opportunity.
Venezuela
IPD Brief - June Crude and Product Exports
Although PDVSA increased product exports in the second half of June, it could not reverse the decline in crude exports, which persisted into the first week of July. Overall, the downward spiral continues.… [READ MORE]
Venezuela
The Opposition's Choice is No Choice at All
National Assembly elections will be held on December 6, 2020. The opposition must decide whether it will accept an electoral contest with no transparency and enormous barriers to getting out the vote or seek to extend the current Assembly’s term. Neither choice bodes well for the opposition’s immediate standing; only one offers a future. … [READ MORE]
Mexico
USMCA - The Calm Before the Storm
July 1st will usher in a new era in North American trade relations, with NAFTA formally replaced by the USMCA. A President Trump campaign promise, the USMCA got off to a rocky start amidst a barrage of inflammatory language. But AMLO surprised many by getting behind it and championing its completion. As AMLO seeks to take his first presidential flight to the U.S. to celebrate the accord, it may be the only USMCA celebrating he does in the coming months.… [READ MORE]
Mexico
MORENA's National Energy Plan - A Report Card 2.5 Years Later
Considering recent electricity sector actions taken by the MORENA-controlled government and growing questions of what’s next, it’s highly revealing to reexamine the party’s 2017 National Energy Plan. Our report takes a look at what the current government has accomplished, where it has unequivocally failed, where the administration has done a complete about face, and what planned actions remain pending and are worth considering.… [READ MORE]
