• 4 minutes Energy Armageddon
  • 6 minutes "How to Calculate Your Individual ESG Score to ensure that your Digital ID 'benefits' and money are accessible"
  • 12 minutes "Europe’s Energy Crisis Has Ended Its Era Of Abundance" by Irina Slav
  • 9 hours GREEN NEW DEAL = BLIZZARD OF LIES
  • 2 hours Is Europe heading for winter of discontent with extensive gas shortages?
  • 2 days "False Flag Planted In Nord Stream Pipeline, GFANZ, Gore, Carney, Net Zero, U.S. Banks, Fake Meat, and more" - NEWS in 28 minutes
  • 3 days ""Green" Energy Is a Scam. It Isn't MEANT to Work." - By James Corbett of The Corbett Report
  • 2 days Wind droughts
  • 9 days Kazakhstan Is Defying Russia and Has the Support of China. China is Using Russia's Weakness to Expand Its Own Influence.
  • 7 hours "Natural Gas Price Fundamental Daily Forecast – Grinding Toward Summer Highs Despite Huge Short Interest" by James Hyerczyk & REUTERS on NatGas
  • 21 hours Australian power prices go insane
  • 4 days Xi Is Set To Be Re-Elected As China’s Leader
  • 2 days Europeans and Americans are beginning to see the results of depending on renewables.
  • 3 days 87,000 new IRS agents, higher taxes, and a massive green energy slush fund... "Here Are The Winners And Losers In The 'Inflation Reduction Act'"-ZeroHedge
  • 2 hours "Dodgy Demand Data? The Oil Price Collapse Conspiracy" by Alex Kimani
  • 8 hours Oil Stocks, Market Direction, Bitcoin, Minerals, Gold, Silver - Technical Trading <--- Chris Vermeulen & Gareth Soloway weigh in
Editorial Dept

Editorial Dept

More Info

4 Keys to Watch on the US-Mexico Natural Gas Boom

Sometimes geography just works.

That’s certainly the case in North American natural gas markets today.

To the north you have America—a new natural gas superpower. So super that producers have cratered prices for their product amid a wash of new supply coming on from shale plays around the country.

And to the south there’s Mexico. The “lazy cousin” whose petroleum industry has squandered its cash (or had the cash squandered for it by the wider federal government). To the point where a lack of reinvestment in producing infrastructure has cratered production by 15% since 2008. At a time when politicians are desperate to move away from expensive oil-fired generation for electricity.

Sounds like a match made in Business School 101. The obvious solution to both problems being a few short miles of pipeline to redirect ample U.S. gas supplies south, and ample Mexican gas prices north.

But this is far from just a satisfying economics exercise. If U.S. natgas exports to Mexico can indeed be achieved at scale, it could represent one of the biggest investible opportunities of the decade.

“At scale” is exactly the plan right now. At least six new or expanded export projects are on the books, with capacity to send an additional 3.5 billion cubic feet per day of gas to Mexico. Doubling current export capacity.

These added flows could bring total US-Mexico exports to several billion cubic feet per day.…




EXXON Mobil -0.35
Open57.81 Trading Vol.6.96M Previous Vol.241.7B
BUY 57.15
Sell 57.00
Oilprice - The No. 1 Source for Oil & Energy News