The Importance of Mexico

Large power consumers and renewable energy operators stand to lose the most from Lopez Obrador’s push to prioritize electricity generated by the state.

The state energy company will increasingly become a drag on Mexico’s already strained public finances, impeding President Lopez Obrador’s ability to mitigate the economic fallout from COVID-19.

By preserving the country’s individual account system, the president’s proposed pension reforms could help mend his relationship with the private sector and retain investor confidence in Mexico.

While they’ll have only a modest impact on Mexico's oil and gas sector, the changes will risk further crippling the country's state-owned oil firm Pemex and delaying its electricity sector's shift to renewable energy.

A look at what the coming week will bring -- and a list of recommended Stratfor articles from the week that was.

By fueling fears of militarization, President Lopez Obrador’s move to expand the army's role in public safety tasks risk further damaging his administration’s reputation both at home and abroad.

A yearlong dispute between state-owned Pemex and U.S. energy firm Talos over discoveries in a promising field heats up.

In this episode of Stratfor's Pen and Sword podcast, Chief Security Officer Fred Burton speaks with Vice President of Tactical Analysis Scott Stewart about the 2020 outlook for Mexico's drug cartels.

Stratfor Vice President of Tactical Analysis Scott Stewart and Chief Security Officer Fred Burton get to the heart of Mexico's cartel problem and where it's going