January 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 Energía 2019

Informe Energía en Ecuador 2019

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

Informe Energía en México 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

November 2019

September 2019

Welcome to the September edition of Energy Panorama. We began the month in Madrid with our partners IPD Latin America for the inaugural Madrid Energy Conference. We were pleased to count on the participation of Spain’s Secretary of Energy, Jose Dominguez Abascal and senior executives and government officials from across Europe and Latin America. Be sure to check out our first short report based upon discussions at the conference, Global Energy Transition Demands Cooperation, not Competition; Oil and Gas Companies Must Lead the Way.  We will be publishing several other similar reports in the coming weeks.

With the launch of the Madrid Energy Conference we have created a new platform and venue for discussion of the issues at the core of the Europe-Latin America energy nexus. Mark your calendar to join us on September 16-18, 2020 for the second annual Madrid Energy Conference.

We are also pleased to publish two important reports focused on lithium in collaboration with the Payne Institute  at the Colorado School of Mines. Authored by La Jolla Conference speaker and lithium expert Emily Hersh, the reports are a continuation of our work on the issues surrounding lithium developments in Latin America and the battery and energy storage market as part of our Energy Transition Initiative. 

The first report, Latin America’s Diverse Lithium Opportunity and a Sustainable Energy Future, offers an important assessment of the state of the lithium market in Latin America, and what needs to take place in terms of policy for further development.

The second report, The Lithium in a Battery, focuses on the critical aspects of lithium as a battery input and clarifies the true role of lithium in the battery market.

Our webinar series in September featured further discussion of Mexico and the natural gas market under AMLO with analyst Emily Medina.

Our webinar series next month turns to Argentina and discussion with YPF on their energy transition strategies and investment plans.

We are off to Bogota on October 29-30 for our Oil & Gas Roundtable and two private sessions focused on social license to operate issues and energy transition. We look forward to seeing you there.

Latest Reports

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

The Lithium in a Battery

Opinion & Analysis

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

Chris Sladen Energy Matters ANZMEX Vol 8

Webinars

Webinar: Mexico’s Natural Gas Prospects Under AMLO

In the News

More Private Investment Said Needed for Mexico to Meet Natural Gas Goals, Reduce Imports

Chris Sladen Energy Matters ANZMEX Vol 8

November 2019

Summer Edition

Welcome to the Summer edition of Energy Panorama. We’ve rolled July and August into one. We are pleased to share this month’s featured report derived from our Ecuador Energy Roundtable. We would like to also reiterate our gratitude to Minister of Energy Carlos Perez and his entire team for their support and participation at the Roundtable at the end of July.

As August flies by, we are busy finalizing plans together with our partners IPD Latin America for the inaugural Madrid Energy Conference set for Sep 4-6.

Spain’s Secretary of Energy, Jose Dominguez Abascal, will offer the opening keynote address followed by a series of high-level panels contemplating the Europe-Latin America energy nexus against the backdrop of the global energy transformation. We look forward to seeing you at this important new addition to the Institute of the Americas program and activity calendar.

We hosted two webinars in recent weeks, the first an update and discussion with Mexico’s ASEA Director Luis Vera on methane emissions reduction regulations. We were also pleased to host the General Counsel of OPEC, Leonardo Sempertegui. He shared his organization’s views and insights on the global energy transition. Leonardo Sempertegui will also be a featured speaker at the Madrid Energy Conference.

We have been closely following Argentina and contributed a commentary for the Inter-American Dialogue’s Energy Advisor on elections and energy policy.

Energy Transition Initiative Director Cecilia Aguillon spent time in El Salvador briefing new energy policy makers and sharing regional renewable energy lessons learned at a conference in San Salvador. Energy Policy Associate Jacqueline Sanchez continued her work on issues related to women in energy and recounted her participation and experience at a DOE and APEC energy forum and training session in Singapore. She also heads to Mexico City to participate in women in energy discussions this month.

We look forward to seeing you on Sep 4-6 in Madrid, Spain.


Report

Ecuador Energy Roundtable – Summary Report (Spanish)

Opinion & Analysis

Will Election Results in Argentina Upend its Energy Policy?

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

Empowering Women as Managers in the Renewable Energy Sector

Chris Sladen Energy Matters ANZMEX Vol 7

Chris Sladen Energy Matters ANZMEX Vol 6

Webinars

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

In the News

Mexico Set to Enforce Methane Rules Across Natural Gas Value Chain

Hoy tendrá lugar la licitación de proyectos renovables en Ecuador

 


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