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
Decoding Venezuela's New Methane Price and Transportation and Distribution Rate Resolutions
On August 29, 2023, the Ministry of Petroleum published two resolutions establishing both natural gas transportation and distribution rates as well as new methane gas pricing. The release of resolutions 019 and 020 represents an effort to rectify long overdue commercial adjustments. While our assessment suggests that the resolutions fall short, at least PDVSA has taken a first step.
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Venezuela
PDVSA Adds New Suppliers to the Mix
PDVSA could be switching up its imports strategy. The company recently received a new shipment of naphtha from Italy, following a provisional adjustment in U.S. sanctions policy. Meanwhile, condensate imports from Iran seem to have been put on pause. Could Venezuela be shifting more activity toward the West?… [READ MORE]
Mexico
Mexico’s Refineries: Five Years of Over-promising, Under-delivering
Energy self-sufficiency is a cornerstone of AMLO’s fourth transformation. And more than increasing oil production, the administration’s obsession is on refining all of Mexico’s crude oil production and eliminating crude exports. The AMLO administration has invested billions in the Dos Bocas refinery, purchased the remaining interest in Deer Park, upgraded refineries, and is adding new cokers. And the results after nearly five years? Let’s take a look.… [READ MORE]
Venezuela
Washington Prioritizes, Maintains Talks with Maduro
The Biden and Maduro administrations appear to be in talks that might lead to further sanctions relaxation. While there are still plenty of players who dismiss the value of such a move, it could be just the right step to sustain investor interest, among other things, while the political situation unfolds. Either way, IPD forecasts minimal incremental output through 2024. … [READ MORE]
IPD News & Press
Impact of Colombia’s 2022 Elections on the Country’s Vital Extractive Sectors and Energy Transition Plans
Saturday, April 23, 2022
Colombia’s extractive sectors remain a cornerstone of the country’s economy and a vital source of government revenue. Simultaneously, energy transition commitments, including those stemming from COP 26, will demand complex policy d. . . [READ MORE]
Venezuela sanctions and climate action — a fresh approach
Friday, December 3, 2021
Almost one year since the inauguration of President Joe Biden, United States sanctions policy toward Venezuela has yet to be formally reviewed. Worse, enforcement has been almost non-existent. Venezuelan oil exports have greatly increa. . . [READ MORE]
Simplifying a Complex Regulatory and Risk Landscape
Tuesday, July 27, 2021
IPD's Managing Director, John Padilla's recent interview with Mexico Business News covers has assessment of the country's oil and gas industry in light of ongoing political challenges.
By Pedro Alcalá | Thu, 07/22/2021 - 12:44
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Covid-19 and Latin America’s Energy Sector
Sunday, April 12, 2020
Today, Tomorrow and Beyond the Crisis
Here is our contribution to the Institute of the Americas' special report on Covid-19 and its impact on the Latin American energy sector.
Where do things stand today in (your cou. . . [READ MORE]
