2022 US Mexico Agenda

The year 2023 is the last full year of the López Obrador administration. After January 2024, the country will enter into a major national election for president, the entire congress, and about one third of all governorships. Getting 2023 right will matter for businesses, investors, and anyone interested in Mexico. Given that the current Mexican government will be well into its fifth year, it is possible to forecast what we can expect based on a number of key drivers. For one, the major axes of the López Obrador administration are already evident. Second, his policy preferences and their consequences are within sight. Third, his legacy is already within view. In consequence, this discussion delves into the factors that will matter, the players to watch, and some of the predictions for 2023—all useful for companies and businesses to make their most important decisions on whether to go into Mexico, stay in Mexico, or get out of Mexico.

José María Lujambio will share his expert insight on the concerns set forth by the U.S. and Canada governments about Mexico's policies that have negatively impacted the natural gas, electricity, and liquid fuels' markets. Join us next month in San Antonio, TX, to learn about USMCA procedural aspects, status of conversations, potential outcomes, and more...!

The López Obrador government has slowed down the implementation of Mexico’s 2013-2014 energy reform, and consolidated the power of CFE and Pemex. Meanwhile, Mexico’s natural gas imports and infrastructure continue to grow. In this panel, two architects of the reform who now work as energy consultants explain what has changed under the current government, and what to expect going forward. How do Mexico’s energy policies impact prices for end users? How do U.S. natural gas prices affect gas flows in Mexico? What can the next government do to improve transparency and competition in the gas market? Panelists will address these questions and more about the United States’ largest natural gas export market.