Pemex, U.S. Energy Shifts – What’s Next for Mexico's Natural Gas Future with Francisco Monaldi

Pemex, U.S. Energy Shifts – What’s Next for Mexico's Natural Gas Future with Francisco Monaldi

Author: NGI: Natural Gas Intelligence August 6, 2025 Duration: 18:42
In the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Rice University’s Francisco Monaldi, director of the Latin America Energy Program at the Baker Institute.    Together, they dive into the energy policy paradox in the United States, where the push for energy dominance is colliding with market realities, triggering ripple effects across global oil and gas markets.    Monaldi, a leading Latin America energy expert, outlines the challenges for Mexico’s Pemex, which faces a perfect storm of soaring debt, crumbling production, and regulatory barriers that are stifling investment and threatening Mexico’s energy future. While there are faint signs of progress through service contracts and potential projects tapping unconventional resources, Lenton and Monaldi explore why these efforts won’t be enough to reverse Pemex’s downward trajectory and dependence on U.S. natural gas imports.

For those navigating the complex and fast-moving North American natural gas landscape, NGI’s Hub & Flow cuts through the noise. This isn't a lengthy seminar; it's a focused conversation designed for professionals who need clarity without sacrificing depth. Each episode features the seasoned reporters, editors, and analysts from NGI: Natural Gas Intelligence, who live and breathe this market daily. They break down the immediate factors influencing supply and demand, parse price movements, and track the critical flows of gas and LNG across the U.S., Canada, and Mexico. You'll hear straightforward analysis on what happened this week and why it matters for the week ahead, from pipeline constraints and storage data to weather impacts and global export dynamics. The discussion in this podcast naturally evolves from the latest data and on-the-ground reporting, offering a trusted perspective that goes beyond headlines. Tune in for a concise, authoritative take that helps you understand the fundamental drivers behind the numbers, all delivered in a format that fits into a busy schedule. Whether you're trading, planning, or simply need to stay informed, NGI’s Hub & Flow provides the essential context for making sense of a market in constant motion.
Author: Language: English Episodes: 50

NGI’s Hub & Flow
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