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
May Power Failures a Reminder of Sector Needs and Costs
Venezuela power failures grabbed the headlines in May, again drawing attention to one of Venezuela’s serious weaknesses. While many blamed weather fluctuations for the problem, the issue is far more nuanced, and history has already warned Maduro of the stakes in this game once.… [READ MORE]
Mexico
Electricity Supply is the Achilles Heel of Nearshoring
Tangible evidence that nearshoring is impacting Mexico is finally emerging as worsening U.S.-China relations motivate companies to relocate operations. U.S. incentives are accelerating the exodus. Nearshoring should be a bonanza for Mexico. Sadly, no federal strategy has been established, key challenges have not been addressed, and incentives have not been considered. Without structural changes, nearshoring will move from a massive river of potential to a trickling stream of economic activity.… [READ MORE]
Venezuela
2024 Presidential Elections Heat Up
Venezuela’s political camps have begun to position themselves for the 2024 presidential elections. The Maduro administration, sitting in the catbird seat, appears to be making small tweaks to further its advantage. The opposition has much larger issues to address, as they must first sort through the challenges primaries present. … [READ MORE]
Mexico
Another Dark Cloud for Private Sector Power Generation
While the 8.5 GW sale of Iberdrola power generation assets is far from a done deal given its complexity and required offtake support, another dark cloud is looming on the horizon. Some of the first long-term offtake contracts signed with CFE in the late-90’s are set to expire. Wholesale market conversion was always the expectation but will require a permit that is far from a given. Private sector generation market participation will contract further if current policies continue.… [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]
