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
Venezuela Refining Report 2019-January 2020
Venezuela’s refining system collapsed in 2019. Since then, the country has become increasingly dependent on imported products. This trend is set to continue, unabated, for 2020.… [READ MORE]
Venezuela
Venezuela Q4 2019 Oil Sector Overview
Our Q4 2019 review including our usual industry indicators along with the latest on U.S. sanctions and other political issues.… [READ MORE]
Mexico
Importance of E&P Infrastructure on the Rise
The idle infrastructure capacity left behind by PEMEX’s significant production decline should be a boom for bid round production coming online. But the results thus far have been mixed for a host of reasons, ranging from required PEMEX infrastructure upgrades to the strain on PEMEX funding to overall uncertainty the current government has brought to investment and the sector itself. In this report, we analyze three case studies and their impact on the entity that stands to gain or lose the most -- the government.… [READ MORE]
Mexico
A Month of Bad Surprises for Open Markets in Mexico
At the close of 2019, a series of bombshells landed that impact 2013 energy reform regulations designed to promote private sector investment and an even playing field. Beyond the CRE and federal court PEMEX-influenced rulings, the AMLO government’s intended regulatory reversal is an unabashed attempt to privilege Mexico’s monopolies at private sector expense without reversing the constitutionally passed reform. Although the impact may vary and is yet to be fully determined, it is imperative to be well prepared for what comes next.… [READ MORE]
