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
Boston Group Helps Opposition and PSUV Build Bridges
Opposition and PSUV officials have discreetly met to discuss U.S. sanctions for the last six months. But they have also addressed the status of Venezuela’s oil sector, which is widely recognized as critical for the country’s recovery. The two sides have agreed on several reforms to the country’s hydrocarbons legal framework. But that does not mean change is afoot.… [READ MORE]
Venezuela
A SWOT Analysis of the Opposition Scandal
An opposition crisis that had been brewing for months finally exploded last weekend. The Guaidó administration was exposed, as were some of the parties that support the interim president (Voluntad Popular, Primero Justicia, and Un Nuevo Tiempo). This report examines whether the opposition—Guaidó in particular—can overcome the latest disaster.… [READ MORE]
Mexico
E&P: Defining Success
With AMLO completing one year in office, the energy sector remains at the forefront of his ideological battle. Canceling upstream bid rounds and farmouts only signaled he had convinced most Mexican nationals of the energy reform’s failure. The focus has been on fortifying PEMEX, not the sector itself, although many of the measures remain highly questionable. But as we reflect on actual results over the past year and since the reform was passed, which model is excelling and which is failing is abundantly clear.… [READ MORE]
Mexico
Mexico & Brazil: E&P Cycles, Hiccups and Vision
The big question in Latin America’s 2013 upstream market was: which country would attract more capital, Mexico or Brazil? Six years following Mexico’s landmark energy reform and despite Brazil’s recent lackluster auctions, the winner is clear. What should have been a fiercer fight for capital has become a landslide victory for Brazil. Although neither country has been able to get beyond the political and economic cycles impeding broader development and wealth distribution endemic to the region, the ability to embrace a long-term vision has been the differentiator between these two hydrocarbons resource-rich nations.… [READ MORE]
