Editor’s Note: NGI’s Mexico Gas Price Index, a leader tracking Mexico natural gas market reform, is offering the following column by Eduardo Prud’homme as part of a regular series on understanding this process.
On Oct. 1, Claudia Sheinbaum will assume the presidency of Mexico with questions lingering over her potential energy policy. Her academic credentials have raised positive expectations regarding the type of projects that could be a priority under her leadership. Her progressive vision on environmental policies has promised an electric generation matrix more oriented towards clean energy and emphasized its efficient use. This would create important investment opportunities. However, her nationalist profile and apparent ideological baggage could stifle the development of new energy infrastructure.
Among her most conspicuous challenges could be the excessive dependence on U.S. natural gas imports for generation and the deficiencies in the electrical transmission network.
