The threat of arbitration looms in Mexico
Mexican arbitration risk builds
Opportunities for foreign investment are being squeezed as authorities strive to roll back energy reforms
Short-term energy market risk is largely on a downslope globally, as vaccinations promise an end to the Covid nightmare in many parts of the developed world and oil prices continue to be buoyant. But in Mexico, government intervention poses a growing critical threat for the private sector. President Andres Lopez Obrador is finally unwinding his country’s landmark energy reforms, and arbitration is already on the cards for many. And discrimination in favour of Mexican state firms has been escalating. “Making the monopoly strong again is their mantra” Lopez Velarde, Ritch Mueller First, the government passed an electricity reform boosting state-owned utility the Federal Electricity Com
Also in this section
10 March 2026
By shutting the Strait of Hormuz, Iran has cut exports of distillate-rich Middle Eastern crude, jet fuel and diesel, and is holding the energy market hostage
10 March 2026
Eni’s director for global gas and LNG portfolio, Cristian Signoretto, discusses how demand will respond to rising LNG supply, and how the company is expanding its own gas and LNG operations through disciplined, capital-efficient investments
9 March 2026
Petroleum Economist analysis sees increases in output from Saudi Arabia, Venezuela and Kazakhstan among others before region’s murky descent
9 March 2026
Energy sanctions are becoming an increasingly prominent tool of US foreign policy, with the country’s growth in oil and gas production allowing it to impose pressure on rivals without jeopardising its own energy security or that of its allies, argues Matthew McManus, a visiting fellow at the National Center for Energy Analytics
