March 2020

March 2020

It is time for the March edition of Energy Panorama but first we would like to extend our best wishes to everyone directly affected by the Coronavirus and dealing with the duress and challenges caused by the pandemic.

At the end of February we hosted our annual Mexico Energy Roundtable in Mexico City. This month’s featured report is based upon discussions at the event.

Together with our partners at the Payne Institute for Public Policy at the Colorado School of Mines, we formally launched a new webinar series: Critical Minerals and the Energy Transition. Through this webinar series we will examine the intersection of critical minerals and the global energy transition and implications for public policy and investment. Please join us on April 2, 14 and 23 for the first installments. Further details and registration can be found on the event listing and calendar.

Our traditional webinars continue and we hosted two in March. The first featured Jed Bailey of Energy Narrative and a great discussion of climate activism, the oil and gas sector and implications for Latin America. We also hosted David Goldwyn and Randy Bell at the Atlantic Council in Washington, DC, who shared insights derived from their report – A New Energy Strategy for the Western Hemisphere – on behalf of the US Department of Energy.

We are pleased to announce that effective April 1 energy economist and electric sector expert Andres Chambouleyron will join the Institute of the Americas as a non-resident fellow. Drawing upon his deep experience and knowledge of energy issues ranging from regulation, tariff policy, renewable energy markets, energy transition issues and electricity, his term as a fellow will include analysis of key public policy issues for the energy sector in the Americas and include research to be presented and published under the auspices of the IOA.

Andres, together with IOA non-resident fellows Leonardo Beltran and Nelson Narciso, and other experts, will contribute insights for a forthcoming series of interviews and report on the coronavirus and energy implications for key markets in Latin America.

Our analysis in March included an essay by Jeremy Martin on oil prices and the fuels market in Mexico as part of a special report published by the Wilson Center’s Mexico Institute, as well as an essay and broader insights on climate change and human rights by Jacqueline Sanchez.

In March we also launched our MOU with Inter Press Service News Agency to collaborate on content and a monthly opinion essay.  Our non-resident fellow Leonardo Beltran published the inaugural piece with insights and perspectives on how governments across the region can reorient their state-owned enterprises toward sustainability in the wake of the Coronavirus pandemic.

Our podcast series marked March 18, a seminal date in Mexico, to posit three areas and steps to improve the outlook for the energy sector in Mexico this year.

We are also pleased to continue to bring you the cogent insights of IOA board member Chris Sladen and his monthly essay written for ANZMEX.

Mexico Energy Roundtable Report

Informe

Opinion & Analysis

Mexico’s Fuels Market and a “Double Whammy”

Climate change and human rights

Walking the Talk on Climate Change after the Pandemic: Reorienting State-Owned Enterprises towards Sustainability

Energy matters – Breakdown or breakthrough? – ENERGY MATTERS © VOL. 14

Webinars

Webinar: A New Energy Strategy for the Western Hemisphere

Webinar: Climate Change and the Oil Sector

Podcast

Mexico Rumors Swirling About Private Sector Energy Projects

March 2020

February 2020

Welcome to the February edition of Energy Panorama.

We concluded February with our annual Mexico Energy Roundtable. Across several panels we convened frank and open discussion that underscored the challenges in Mexico today, but also highlighted possibilities and the outlook for the sector in 2020. We also replicated our successful model from Bogota last year and convened executive roundtables focused on energy transition issues and the social license to operate. Stay tuned for our event report, but in the meantime check out photos from the events below.

We continued our analysis of renewables in the region and our non-resident fellow, Leonardo Beltran, expanded upon last month’s podcast examining the “Samba” auction model and Brazil’s evolving power market in his essay published in FuturEnergy’s February edition.

We are also pleased to share the always-unique analysis of IOA board member Chris Sladen and his monthly essay written for ANZMEX.

Our webinar series in March will delve into how the oil sector is confronting the climate challenge and implications for Latin America, particularly the region’s offshore developments.

If you missed last month’s Energy Panorama, be sure to check out our report Baja California Energy Outlook 2020-2025. The Spanish version of the report is forthcoming.

We head to Buenos Aires on March 17-18 for our annual Argentina Energy Roundtable and discussions of the potential for leveraging the country’s energy potential for economic development and plugging into the global LNG market.

 Mexico Energy Roundtable

Photo Gallery

Analysis

“Samba” auctions, a model for Latin America

It’s not fair, so what? – ENERGY MATTERS © VOL. 13

In the News

Latin America’s new leftists are choosing oil despite renewables boom

Report

Baja California Energy Outlook 2020-2025

March 2020

January 2020

Welcome to the first installment of Energy Panorama for 2020.

We are very pleased to share this month’s featured report Baja California Energy Outlook 2020-2025. The report was prepared during the summer and fall of 2019 and counted collaboration from several colleagues and partners in Baja California and UC San Diego.

As the report sets forth, the energy outlook for the Mexican state of Baja California presents a unique case particularly given the importance of energy for the new administration that took office in November 2019. The report details the current state of the sector, crucial demand drivers and challenges the new team faces. Most importantly, the report examined opportunities for the sector in the coming years and possible solutions for existing challenges. Central to the analysis, the document presents scenarios for optimizing the current state of energy infrastructure and discusses the state’s renewable energy potential and avenues to leverage those resources. The broader national Mexican energy policy and regulatory framework, as well as that of the neighboring state of California, are reviewed and included as part of wide-ranging appendices.

Our podcast series this month delved into the “Samba” auctions model and Brazil’s evolving power market and lessons learned from the last 25 years. This was the debut podcast for our non-resident fellow, Leonardo Beltran, who we are pleased to welcome back for 2020.

Additionally, we examined the energy policy landscape since Alberto Fernandez assumed the presidency of Argentina on December 10; in particular, the possibility of a renewed role for Argentina’s provinces in helping to set the national energy agenda and shape the policy debate.

For those who may have missed it, we concluded 2019 with our annual program in collaboration with the Inter-American Dialogue in Washington, DC and a discussion and panel at the National Press Club. The event focused on the energy sector in Mexico at the one-year anniversary of Mexican president Andrés Manuel López Obrador’s administration. Below are the short report summary and highlight video.

We head to Mexico City for our first Roundtable of the year on February 25-26 and Buenos Aires on March 17-18 for our annual Argentina Energy Roundtable.

Report 

Baja California Energy Outlook 2020-2025

Podcast

“Samba” auctions, a model for Latin America

Will Argentina’s provinces have a renewed role in national energy policy under the Fernandez administration?

Washington, DC Event Summary

Experts Divided on Prospects for a Shift in AMLO’s Energy Policy

Washington, DC Event Video

Mexico’s Energy Sector under AMLO

December 2019

December 2019

Season’s greetings from La Jolla! We are pleased to share the latest installment of Energy Panorama for your holiday reading pleasure.

We concluded the year with our annual program in collaboration with the Inter-American Dialogue in Washington, DC and a discussion and panel at the National Press Club. The event focused on the energy sector in Mexico at the one-year anniversary of Mexican president Andrés Manuel López Obrador’s administration. Panelists discussed the challenges and opportunities that private investors face across various sectors including power, renewables, oil and natural gas. Below are links to an event summary and highlight video.

On the sidelines of our event in Washington, DC, we sat down with Julio Valle from Mexico’s solar and wind energy associations for our podcast series. He shared the latest clean energy market developments, policy changes surrounding CELs and the unfolding legal challenges.

Keeping with our annual tradition, the December Energy Panorama looks back and shares selected reports, analysis, podcasts and webinars that we produced this year, as well as insights from our diverse programming across the hemisphere. What follows is a curated compendium of the 2019 IOA Energy & Sustainability Program.

We look forward to seeing you in 2020 and we wish you and yours a joyous and peaceful.

Washington, DC Event Summary

Experts Divided on Prospects for a Shift in AMLO’s Energy Policy
Washington, DC Event Video

Mexico’s Energy Sector under AMLO
Podcast

Clean Energy in Mexico: A Conversation with Julio Valle
Reports from 2019

Global Energy Transition Demands Cooperation, not Competition; Oil and Gas Companies Must Lead the Way

Politics, Regulation, and NOCs: The Gatekeepers of Latin America’s Energy Future

Latin America´s Diverse Lithium Opportunity and a Sustainable Energy Future

The Lithium in a Battery

XXVIII La Jolla Energy Conference Report

Informe Colombia EnergĂ­a 2019

Informe EnergĂ­a en Ecuador 2019

Argentina Energy Roundtable 2019: Huge Energy Potential, Big Challenges – Part I and Part II

Informe EnergĂ­a en MĂ©xico 2019

LNG and the Panama Canal: Should Another Expansion Already Be on the Drawing Board?

Videos from 2019

Colombia Energy Roundtable 2019

XXVIII La Jolla Conference Highlight Video

Interview with Jose Luis Manzano, Chairman of Integra Capital

Interview with Kevin Ramnarine, former Minister of Energy of Trinidad & Tobago

Interview with Jose Antonio Cepeda, Adviser to the Minister of Energy and Non Renewable Natural Resources of Ecuador and Ecuador’s Representative to OPEC

Interview with Timothy Stephure, Director, Latin America Gas & Power, IHS Markit 

XXVIII La Jolla Conference: Bolsonaro’s Brazil Energy Outlook Part I and Part II

XXVIII La Jolla Conference: Venezuela’s Policies and Plans to shape its Energy Future – Part I, Part II, Part III, Part IV

Inter-American Dialogue: Panel on Natural Gas and LNG

The Outlook for Mexico’s Energy Sector under the AMLO Administration

Opinion & Analysis from 2019

Can New Leadership Revitalize Ecuador’s Reeling Oil Sector?

How AMLO is Undermining Mexico’s Clean Energy Goals

Will LAC Meet its Renewable Energy Goals By 2030?

Will Election Results in Argentina Upend its Energy Policy?

Mercado de generación distribuida de Argentina: El diablo está en los detalles
My First Women-Only Professional Training Experience

IOA Briefs New Energy Policy Makers in El Salvador and Shares Regional Renewables Insights at Conference

Women in Energy in Ecuador 2019

Podcasts from 2019

Mexico, Clean Energy and the Paris Accord

Why Argentina’s first LNG export matters
XXVIII La Jolla Conference Curtain Raiser
Argentina´s Distributed Generation Market: The Devil is in the Details
Venezuela’s Political Outlook: A conversation with David Mares

Webinars from 2019

Political Transition in the Southern Cone and Implications for Natural Gas Markets

Argentina’s YPF and the Energy Transition

Mexico’s Natural Gas Prospects Under AMLO

OPEC and the Global Energy Transition

Managing Methane Emissions in Mexico – Lessons from the Development and Implementation of Regulations for the Country’s Oil and Gas sector

Panorama Energético de América Latina y el Caribe 2018

Lithium in Focus: What exactly is it, why does South America have so much of it and how should it be developed?

Mexico Natural Gas Outlook 2019

Mexico Oil Outlook 2019

November 2019

November 2019

Welcome to the November edition of Energy Panorama. This month we continued our discussion of lithium and critical minerals with a panel at the Institute of the Americas in La Jolla and presentation by Emily Hersh. See presentation and video below.

Mexico’s evolving energy sector and outlook for renewables were the focus of our podcast series and an essay in World Politics Review. We also weighed in on changes in Ecuador’s ministry of energy and outlook for the nation’s oil sector as part of the Inter-American Dialogue’s Energy Advisor.

We are pleased to share the short highlight video and photo gallery from our Roundtable in Bogota and discussion of the future of Colombia’s oil and gas sector; later this month we’ll publish reports based upon the discussions.

Our webinar series focused on Argentina and discussion with YPF on their energy transition strategies and investment with Elena Morettini, Geoscience Advisor & B20 Energy Officer at YPF.

On December 5, our webinar series will discuss the political developments in the Southern Cone and implications for the near-term function and outlook for the region’s gas market.

Next week is our annual collaboration in Washington, DC with the Inter-American Dialogue and discussion of the energy sector in the Western Hemisphere. This year’s event set for December 11 will assess Mexico’s energy sector as President Andrés Manuel López Obrador marks one year in office.

Opinion & Analysis

How AMLO Is Undermining Mexico’s Clean Energy Goals

Can New Leadership Revitalize Ecuador’s Reeling Oil Sector?

Presentation

Debating Latin America’s Diverse Lithium Opportunity

Video & Photo Gallery

Colombia Energy Roundtable Photos

Colombia Energy Roundtable Video

Webinar

Argentina’s YPF and the Energy Transition

Podcast

Mexico, Clean Energy and the Paris Accord

November 2019

October 2019

Welcome to the October edition of Energy Panorama. We just returned from Bogota where we hosted two exciting programs – a Roundtable discussion with four high-level panels that assessed the future of Colombia’s oil and gas sector and two private roundtable sessions focused on social license to operate issues and energy transition. Stay tuned for our reports based upon the discussions.

We are also pleased to share our latest report together with IPD Latin America derived from discussions from the inaugural Madrid Energy Conference:  Politics, Regulation, and NOCs: The Gatekeepers of Latin America’s Energy Future Be sure to mark your calendar to join us on September 16-18, 2020 for the second annual Madrid Energy Conference.

During the Third Annual Latin American Energy Conference hosted by the Inter-American Dialogue, Energy & Sustainability Vice President Jeremy Martin shared insights on the current state of the natural gas market in Argentina and thoughts on the election and change in government. See panel video below.

Energy Transition Initiative Director Cecilia Aguillon weighed in on the question of will Latin America and the Caribbean meet its ambitious renewable energy target by 2030 for the Dialogue’s Energy Advisor. Cecilia also spoke at a unique event in Mexico convened by the Government of the State of Guanajuato and German aid agency KAS to consider the role of sub-sovereign efforts to drive energy and climate policy in Mexico. She shared insights from States in the US and municipalities in California on sub-sovereign climate and energy policies, particularly with regards to deployment of renewable energy.

Energy Policy Associate Jacqueline Sanchez continued her work on energy transition issues and was invited to by the Government of Chile to participate in an APEC workshop focused on decentralized energy and distributed energy resource solutions.

On November 6, our webinar series turns to Argentina and discussion with YPF on their energy transition strategies and investment plans featuring Elena Morettini, Geoscience Advisor & B20 Energy Officer at YPF.

In December, we return to Washington, DC for our annual collaboration with the Inter-American Dialogue and discussion of the energy sector in the Western Hemisphere. This year’s event will assess Mexico’s energy sector as President Andrés Manuel López Obrador marks one year in office. We look forward to seeing you there.

Opinion & Analysis

Will LAC Meet its Renewable Energy Goals By 2030?

Politics, Regulation, and NOCs: The Gatekeepers of Latin America’s Energy Future

Chris Sladen Energy Matters ANZMEX Vol 9

Video

Natural Gas & LNG Panel – Inter-American Dialogue’s Third Annual Latin America Energy Conference: Assessing the Outlook for Energy Investment in Latin America

In the News

Why Amazon Fires Keep Raging 10 Years After a Deal to End Them

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