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Mexican energy sector reform and prospects for North America Presentation by Jeffrey Phillips Project Director and Energy Lead – Dawson

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Presentation on theme: "Mexican energy sector reform and prospects for North America Presentation by Jeffrey Phillips Project Director and Energy Lead – Dawson"— Presentation transcript:

1 Mexican energy sector reform and prospects for North America Presentation by Jeffrey Phillips Project Director and Energy Lead – Dawson Strategic @Energy_Dawson CSG/CSG West 2014 Conference August 9, 2014

2 Review of energy reforms Opportunities and challenges Fundamental changes in Mexican energy supply have potential to solidify a North American energy bloc Overview

3 Highlights of Reforms Reforms open up hydrocarbons and electricity sectors to private investment End 75-year monopoly of state-owned Petróleos Mexicanos (PEMEX) PEMEX transformed into “State Productive Enterprise” Increased capacity for independent regulators

4 Highlights of Secondary Legislation Budgetary autonomy for independent regulators Local content requirements  palatable to foreign investors PEMEX to have more financial and operational freedom

5 The reforms have moved quickly

6 Benefits for Mexico Influx of foreign capital and technology to unlock undeveloped reserves Continued source of revenue for the state Mexican government expects: jobs, GDP rise, lower electricity costs

7 The need for reform is clear

8 Optimism for Mexico “Mexico is finally beginning to unlock its true potential as an economic powerhouse.” - Larry Fink, Chairman and CEO of BlackRock (July 2014) “...Mexico clearly witnessed a miracle of political productivity…” - General David H. Petraeus, Chairman of KKR Global Institute (July 2014) Sources: Market Realist (2014) and Houston Chronicle (2014)

9 Opportunities for the United States and Canada US/Can companies can bring technology and capital Regulatory cooperation and lessons learned Mid- and downstream opportunities: pipelines and services

10 Increasing U.S. gas exports to Mexico Source: Oil & Gas Journal

11 Looking ahead to renewables 2012 Climate Change Law Favourable conditions to expand wind and solar

12 Real Challenges

13 The North American energy picture Canada  oil sands, LNG exports US  shale gas & tight oil, energy self sufficiency Mexico  reversal of declining oil production, shale gas development

14 Shale gas as foundation of North American energy bloc Source: Oil & Gas Journal

15 Shale gas plays in North America Source: U.S. EIA

16 Summary Reforms are a significant development for Mexico and beyond Developments in Mexico reinforce the shift in the continental energy supply picture Need to strengthen North American energy cooperation

17 Thank you! jphillips@dawsonstrat.com Phone: (+1) 416-875-2031 Twitter: @Energy_Dawson Web: www.dawsonstrat.com www.dawsonstrat.com

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