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.
Mexico
PRODESEN: Back to a Monopoly Era
The Federal Electricity Commission (CFE) released its most recent Program for the Development of the National Electric System (PRODESEN), which lays out national electric system plans from 2019 to 2033. The government’s agenda to fortify the monopoly positions CFE lost as a result of the 2013 Energy Reform are on bold display in this document. Any continued belief that there is not a systematic effort underway to roll back the 2013 energy reform should think again.… [READ MORE]
Venezuela
Time for Venezuela's Neighbors to Step Up
As Venezuela’s political crisis drags on, the weight of migrants fleeing the flailing country has become heavy on its neighbors. The writing is on the wall: change cannot come only from within Venezuela. Its neighbors need to help the battered country in order to help themselves. Peru has called for an international meeting. UNHCR High Commissioner Michele Bachelet has released her damning report. The circle of countries affected by Venezuela’s socio-political catastrophe has broadened. … [READ MORE]
Mexico
AMLO's Politics vs. Finance Gamble
Amid the litany of disconnects the AMLO government has put on display since winning the presidency, the trumping of politics over finances is among the most baffling, but will unequivocally be one of the most broadly consequential. There are clear and historic reasons behind the approach to government being pursued that are worth putting in context. But despite the early political-over-financial successes secured by AMLO, the tide is rapidly changing with no easy-fix alternatives on the horizon.… [READ MORE]
Mexico
2019 MX Elections – Is the MORENA Flame Flickering?
The 2019 local elections provide one of the first media-free glimpses into how AMLO and his MORENA party’s dominant position is holding in Mexico. Despite two important wins in Puebla and Baja that many say were clearly manipulated in MORENA’s favor, a look beneath the surface suggests the ruling party’s hold on the country is not as strong as is widely touted.… [READ MORE]
