For the last 25 years, Mexico has worked to reorganize and modernize the structure and regulation of its gas and electricity state-owned monopolies, opening the Mexican energy market to private and foreign investment. In March 2021, Mexican President Andrés Manuel López Obrador proposed major reform programs, campaigning on Mexican self-sufficiency. These proposed reforms would essentially dismantle the past 25 years of improvements and many successes. In two new papers, NERA Managing Director Dr. Jeff D. Makholm, Senior Economist Dr. José Antonio Peñuelas, along with Hamish Fraser provide a macro and micro review of the current energy infrastructure landscape in Mexico, analyzing President López Obrador’s proposed plan of self-sufficiency.

NERA’s first-hand, 25-year history participating in Mexico’s energy sector’s modernization, combined with the firm’s longer experience working with dozens of new electricity and gas markets worldwide, gives weight to these brief macro and micro reviews of Mexico’s current energy market problems.