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$66 Billion-Plus Question: How Will U.S.-Mexico Natural Gas Trading Evolve When the Sheinbaum Administration Meets (Another) Trump Presidency?

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Manage episode 451864146 series 2912035
Content provided by NGI: Natural Gas Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NGI: Natural Gas Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mexico is the United States’ largest trading partner, with about 75% of the country’s natural gas originating from the Lower 48 states. Cross-border energy trade in 2023 reached $66.5 billion, and imports of U.S. natural gas have increased for years as Mexico’s domestic production has decreased.

With Mexico President Sheinbaum’s recent inauguration, however, the role of state-owned energy companies has been put in question. Now, with former President Trump’s re-election, NGI’s Andrew Baker, senior editor, sits down with Christopher Lenton, senior editor for Mexico and Latin America, to discuss how the cross-border energy trade may evolve. Baker and Lenton dive into the implications for Mexico’s export projects should Trump reverse the Biden administration’s LNG permit pause, as well as the outlook for natural gas demand in both Mexico and the United States as nearshoring and power generation needs evolve.

  continue reading

101 episodes

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iconShare
 
Manage episode 451864146 series 2912035
Content provided by NGI: Natural Gas Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NGI: Natural Gas Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mexico is the United States’ largest trading partner, with about 75% of the country’s natural gas originating from the Lower 48 states. Cross-border energy trade in 2023 reached $66.5 billion, and imports of U.S. natural gas have increased for years as Mexico’s domestic production has decreased.

With Mexico President Sheinbaum’s recent inauguration, however, the role of state-owned energy companies has been put in question. Now, with former President Trump’s re-election, NGI’s Andrew Baker, senior editor, sits down with Christopher Lenton, senior editor for Mexico and Latin America, to discuss how the cross-border energy trade may evolve. Baker and Lenton dive into the implications for Mexico’s export projects should Trump reverse the Biden administration’s LNG permit pause, as well as the outlook for natural gas demand in both Mexico and the United States as nearshoring and power generation needs evolve.

  continue reading

101 episodes

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