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
Falling Exports Close More Doors for PDVSA
As PDVSA production has collapsed, so too has its export capacity. The crippled oil company has struggled to pay off its financial debt; now it is also likely to default on sales commitments to key allies that temporarily restructured debt profiles to help alleviate the company’s cash flow crunch. PDVSA must recover export capacity if it hopes to avoid financial collapse. … [READ MORE]
Mexico
IPD Alert: Mexico Post-Election Coverage - Day 2
Official preliminary electoral results (PREP) are in, further confirming the breadth of the MORENA party’s victory across a multitude of electoral races beyond the Presidential. The results have dealt a huge blow to all other political parties, particularly the three major ones, which are clearly assessing the carnage and their next steps in the aftermath. They have also emboldened MORENA followers and their political allies, which are set to gain government positions and significantly higher budget allocations than they previously held. On the heels of his victory, AMLO has called for calm from his party, but how long can this “honeymoon period” last?… [READ MORE]
Mexico
IPD Alert: Election Day - Mexico
Highly anticipated elections took place in Mexico today, the results of which are likely to fundamentally alter the political and economic trajectories the country has been pursuing for nearly three decades. With 629 federal posts up for grabs, and another 2,593 state legislators, governors and mayors in the mix, final results, which will matter in terms of balance of power, unofficial results of these races are unlikely for at least the next 24 hours. And beyond the known presidential election results, the official outcome concerning the balance of power is unlikely to be known until the end of this week at best. Our focus will be to concentrate on key items we know at this time and what to keep an eye on during the days to come, with an emphasis on the energy sector.… [READ MORE]
Venezuela
Can Venezuela Oil Output Hit Rock Bottom?
As Venezuela’s oil output continues on its relentless downward spiral, many have argued that there is a limit to how low it can go. They assert that there are certain stops in place that will halt the trajectory. But at this point, it looks like even those stops have been pulled. … [READ MORE]
IPD News & Press
Colombia’s Elections: Major Political Shifts and Hydrocarbons Sector Impact
Friday, May 11, 2018
Bogota, Colombia - Colombia has long been governed by a highly interwoven, conservative, symbiotic political and business class. But current polls show that, regardless of who wins the upcoming presidential elections, . . . [READ MORE]
Mexico’s New Hydrocarbons Model: A Critical Assessment Four Years Later (English and Spanish)
Wednesday, May 2, 2018
MEXICO CITY - Mexico’s energy sector finds itself once again at a fork in the road. The government has spent the past decade trying to create a stronger regulatory framework with better checks and balances and a more. . . [READ MORE]
Debate over Venezuela oil sanctions intensifies as refugee crisis grows
Friday, April 27, 2018
Strategic considerations: The debate over whether the US should sanction Venezuelan oil and refined products is shifting as the country’s humanitarian disaster deepens.
REDD
23 April 2018 07:36 PM
The US doesn’t want to be. . . [READ MORE]
A Leftist President in Colombia? What Energy Sector Players Need to Know
Friday, February 9, 2018
- By Sergio Torres – IPD Latin America Consultant, Bogota
To the surprise of many, including Colombians themselves, current polls indicate that Colombia’s next President could come from the political left. One-time guer. . . [READ MORE]
