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.
Mexico
Fiscal Discipline Wains with 2023 Budget
Despite a continued economic slowdown and stagflation on the horizon, major presidential flagship project cost overruns, and the USMCA trade dispute overhang unlikely to disappear anytime soon, the 2023 budget considers no course correction. Instead, the 4T will double down on social aid, subsidies, and flagship projects as if coffers were unlimited. But having depleted its bounty of inherited funds and trusts, fiscal austerity won’t be a sufficient AMLO administration bail-out.… [READ MORE]
Venezuela
Borrell-Faria Meeting: The EU Rearranges its View
The context and treatment of EU representative Josep Borell’s meeting with Venezuela representative Carlos Faria tells a bigger story than the content. A shift in attitude may speak to a more pressing agenda for Europe: energy security. It will take some delicate diplomacy to make these pieces fit together. … [READ MORE]
Venezuela
Venezuela Takes the International Spotlight
An avalanche of international attention has fallen on Venezuela in recent weeks as U.S. and UN groups assess the current situation and debate next moves. The pressure could create opportunity for a shift in the logjam that holds Venezuela back. At this point, all the players need to examine their goals and means to attain them.… [READ MORE]
Mexico
DG - The Bright Spot in Mexico’s Electricity Sector
There’s been little private sector relief in electricity generation despite continued push back by Mexican courts and the USTR dispute consultation process. Nevertheless, installed distributed generation (DG) has surpassed 2 GW, growing 72.5%/ year since the 2013 energy reform passage and over 45%/ year under AMLO’s administration. No growth letup is in sight, and it may climb even higher if proposed legislation raises the 500-kW limit to 1 MW.… [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
<. . . [READ MORE]
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]
