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
Maduro's Response to IMO Caps
The new IMO cap on sulfur content for marine transport fuels prodded the Maduro administration to release new royalty formulas for 2020. The formulas now include variations for Asia and Europe—a plus for producers, but a decrease in government take for Venezuela.… [READ MORE]
Venezuela
Q&A: National Assembly Board Elections and their Significance for the Oil Industry
The Venezuelan parliamentary events of January 5, 2020 drew broad attention for their theatrics and symbolism. Now that the dust has begun to settle, IPD examines some of the key questions these events elicited for the oil industry.… [READ MORE]
Mexico
MORENA: Ruling the Ruling Party?
With AMLO completing his first presidential year and MORENA controlling Congress the last 16 months, their political vision is increasingly clear. MORENA, which started as a social movement within the PRD and became a conduit to launch AMLO’s 2012 presidential candidacy, is experiencing power struggles. We expect this infighting to amplify in 2020 if equitable solutions to appease MORENA’s various factions are not found. Economic and social strains are likely to exacerbate party divisions.… [READ MORE]
Venezuela
Maduro and PDVSA Alive and Kicking
To the surprise of many, Maduro and PDVSA made it through 2019 pretty much intact. Despite assaults from all sides, the administration, and its cash cow, held on. In this report, we examine the events of 2019, and what we might expect for 2020. … [READ MORE]
