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
New U.S. Sanctions and Licenses: Looking at all the Angles (Part III)
In this third and final installment of our series on U.S. Executive Order 13884, we examine how the combined pressure of sanctions, licenses, and other financial obligations may or may not drive regime change in Venezuela. We also look at the bigger question of how U.S. policy will influence democratic transition, or how it might drive it into the ground. … [READ MORE]
Mexico
M&A in Mexico’s E&P Patch – A New Ecosystem Emerges
Before the 2013 Energy Reform, M&A in Mexican E&P was non-existent, as PEMEX controlled all assets and activity. Today, 76 companies operate and are invested in the 111 active non-PEMEX-exclusive license and profit sharing contracts awarded under the previous administration. That number is certain to shrink without new bid rounds due to non-exploratory success and market consolidation. But the emergence of a reasonably healthy M&A market in Mexico’s upstream space opens a window into what a robust ecosystem could look like with more bid rounds or similar opportunities.… [READ MORE]
Mexico
All You Needed Was a Huge Crisis to Start Doing Something
The Yucatan Peninsula is mired in an energy deficit, slowing its growth and that of the entire country. Everything seemed to indicate that irrational nationalism would never allow natural gas shortages to occur in the south-southeast. But now, nine months after AMLO took office,the problem can no longer be ignored. CENAGAS must take action on the matter and has presented seven strategies to solve the supply problem in the peninsula. Will the political trump the practical?… [READ MORE]
Venezuela
New U.S. Sanctions and Licenses: Looking at all the Angles - Oil Output (Part II)
In this second report of our series on the Trump administration’s Executive Order 13884, we examine the order’s impact on the market, and how that might affect Venezuela’s oil output—and its politics. The power game is afoot across the globe, but the desired impact may not be within reach. … [READ MORE]
