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
Income Tax Benefit: Too Little Too Late
The government has sought to revive the oil sector with a temporary income tax exemption. But the shadow tax will limit its benefit. While the move may minimize the impact of a devaluation on PDVSA as the Maduro administration considers exchange control reform, the plan falls far short of the adjustments the sector needs to reactivate oil production.… [READ MORE]
Venezuela
Venezuela Quarterly Presentation - Q2 2018
IPD's Q2 2018 Venezuela O&G sector presentation is now available. This update includes updated country risk scenarios, our latest PDVSA board of directors org chart, and our complete production and downstream overview for H1, 2018. Please contact us to schedule your personalized presentation.… [READ MORE]
Mexico
Mexico’s Energy Sector - Poised for an about-face?
Nearly a month after the pivotal Federal Elections, key pieces are slowly falling into place that offer up a clearer picture of the incoming administration’s policies, or at least the direction they’re heading in. The “kumbaya” period of relative calm that directly followed the elections is quickly eroding for the energy sector. The political shift toward a more markedly nationalistic approach is becoming all too apparent. Where the chips will fall for the sector remains to be seen, but the preliminary signs are far from reassuring.… [READ MORE]
Venezuela
IV PSUV Ideological Congress - PDVSA and Political Pole Positioning
The IV PSUV Ideological Congress is slated for July 28-30. The gathering has typically been used to review ideological plans, and silence critics. But this year, President Maduro will use the meeting to test his support; his detractors will use it to demand changes to the current distribution of power. The President’s acquiescence to any of those demands will invariably be reflected inside PDVSA. … [READ MORE]
IPD News & Press
Few Clear Signals for Mexico’s Fledgling Natural Gas Market as AMLO Prepares to Take Office
Tuesday, July 24, 2018
NGI
24/07/2018
Following the decisive and historic victory of Andres Manuel Lopez Obrador in the July 1 presidential election, Mexico’s natural gas sector is in wait-and-see mode as the dust settles from the ca. . . [READ MORE]
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]
