Lithium has increasingly captured attention as the world undergoes an energy transition. The role for lithium-ion batteries both in terms of energy storage and as a key element for the batteries that power electric vehicles has driven much of the interest and focus. Indeed, various projections point to soaring demand with some estimates predicting demand to triple by 2025. Lithium is particularly important as part of the energy transition debate in Latin America given the massive deposits in the region. The countries of Argentina, Bolivia and Chile make up the so-called Lithium Triangle and count 54% of global resources. Chile has long been a major producer, but more recently, according to the government of Argentina, investment in that country’s booming lithium market has increased tenfold over the last five years.
But does the hype match the potential? Is the market growing as rapidly as predicted? Moreover, what are the various technologies and how will Latin America’s lithium deposits be monetized? Beyond technology, are there environmental and community constraints in Latin America to consider as part of the region’s lithium outlook?
Join us for a webinar and discussion with Emily Hersh, Managing Partner at DCDB Group, and host of the Global Lithium Podcast, to help demystify the topic of lithium and what to expect in the coming months and years for Latin America’s Lithium Triangle.
The webinar and virtual panel will be held Wednesday, April 24 at 8:00am San Diego (12:00 pm Buenos Aires time; GMT/UTC – 8 hours). Her formal presentation will be followed by a Q&A session with the audience.
Miércoles 8 de mayo a las 10 am (San Diego, hora estándar del Pacífico)
Durante este webinar se presentarán los principales hallazgos y resultados obtenidos del primer: “Panorama Energético de América Latina y el Caribe 2018” realizado por OLADE. Se trata de un documento invaluable en el que se presenta cuantiosa información sobre la evolución de la matriz energética de todos los países miembros de la Organización.
En el documento, se expone por primera vez en nuestra región un análisis comparativo de los resultados globales y regionales de diversos estudios prospectivos realizados por prestigiosas instituciones de todo el mundo y se realiza un estudio prospectivo regional en el que se analiza la evolución de las principales variables energéticas al año 2040.
Así mismo, el documento cuenta con un capítulo en el que se detallan los Eventos Relevantes acontecidos en el ámbito energético de la región durante el año 2017, luego se detallan con numerosos gráficos y series temporales las estadísticas e indicadores energéticos agregados de la región de América Latina y el Caribe y del Mundo así como de cada país miembro de la organización junto con un capítulo en el que se detallan los cambios recientes en la legislación, regulación y política energética de los países.
Acompáñenos a una presentación vía webinar con el Dr. Andrés Schuschny, Director de Estudios, Proyectos e Información en la Organización Latinoamericana de Energía, OLADE para escuchar y charlar sobre el Panorama Energético de América Latina y el Caribe.
El webinar se llevará a cabo el día miércoles 8 de mayo a las 10 am (San Diego, hora estándar del Pacífico). Además, de la presentación, habrá oportunidad de una sesión de preguntas y respuestas.
For many years there has been discussion of “gasifiying” the energy matrix in Mexico. Through policies and market developments, there have been important gains made particularly in the usage of cleaner burning natural gas in the country’s electric sector. Related to those advances and increased consumption has been a boom in US-Mexico natural gas trade over the last several years. Mexico’s own production of natural gas has not kept up with demand, and imports from the US have made up the difference. Estimates of US natural gas deliveries to Mexico have been consistently overtaken by the spiking cross border trade. Indeed, last September the Comisión Nacional de Hidrocarburos forecasted that if current trends continue, Mexico in 2030 would import 94% of all the natural gas that it consumes. Substantially all of those imports would come from the United States.
The increasingly heavy reliance by Mexico on imported natural gas, particularly from the United States, has created a debate and discussion on the risks associated with the current market. In two papers published by the Institute of the Americas last year, John McNeece identified the key concerns as availability risk, pricing risk and political dependency risk.
Relying on data and forecasts from the US Department of Energy, the analysis shows that availability risk and pricing risk are manageable. Political dependency risk – i.e. the risk that the US President would threaten a cut-off or cutback of natural gas deliveries to pressure Mexico – is limited by US political constraints, legal restrictions and treaty obligations.
McNeece concludes that considering the benefits to Mexico of US natural gas imports, the Mexican government could reasonably conclude that the risks presented are acceptable. At the same time, if the Lopez Obrador administration seeks to increase Mexico’s own production of natural gas and reduce its dependence on imports, McNeece’s research indicates that Mexico has a reasonably secure supply of natural gas through imports while it makes the transition to increased self-sufficiency.
Join us for a webinar and discussion with John B. McNeece III, Senior Fellow at the Center for US-Mexican Studies, University of California, San Diego and Veronica Irastorza, Associate Director at NERA Economic Consulting in Mexico City and a former Deputy Secretary of Energy for Planning.
McNeece and Irastorza will share further insights from the papers and analysis on the issues of Mexico’s natural gas imports, risk management, the role of natural gas for energy self-sufficiency as well as Mexico’s broader natural gas outlook and investment environment as the new year unfolds in Mexico.
The webinar and virtual panel will be held Wednesday, February 6 at 10:00am San Diego (12:00 pm Mexico City time; GMT/UTC – 8 hours). Their formal presentation will be followed by a live Q&A session with the audience.
The administration of Andres Manuel Lopez Obrador and his energy team hit the ground running after the inauguration last December. To date, they have unveiled a series of proposals for the energy sector including a national electricity program, a national refining plan and a plan aimed at boosting oil production. The announcements underscore the longstanding overarching narrative of the new administration and their outlook for energy centered on the issue of energy self-sufficiency. But dominating headlines since we all returned from the holidays has been the government’s efforts to combat illicit fuel theft, the so-called huachicoleo.
The plans released for the nation’s energy sector suggest myriad avenues aimed at energy self-sufficiency during the sexenio. Perhaps most important are the interconnected issues of oil production, fuel imports and infrastructure. The economic and investment implications are critical to understand as well.
Join us for a lively discussion and debate with John Padilla, Managing Director, IPD Latin America and Gonzalo Monroy, Managing Director, GMEC. Padilla and Monroy will share insights and analysis on the issues of oil production, refining, fuels infrastructure and investment as the new year unfolds in Mexico.
The webinar and virtual panel will be held Thursday, January 31 at 2:00pm San Diego (4:00 pm Mexico City time; GMT/UTC – 8 hours). The session will be delivered in a discussion format and incorporating Q&A with the audience.
Five years after the energy reform, regulatory compliance remains a principal issue and challenge for industry and government alike. Upstream operators have been facing a considerable burden of compliance costs given the complexities of the Mexican regulatory framework. Also important to understand is the backdrop created by Mexico’s political transition which includes the possibility that CNH and CRE will be placed under the authority of SENER and other new challenges that will increase the industry’s compliance risk profile.
The consequences of these sources of regulatory risks may vary from
delay in permits and authorizations,
non-compliance of contractual obligations,
contractual penalties including no access to additional exploratory periods and potentially unfavorable public relations issues and media coverage.
Join us for a webinar presentation with Marco Cota, CEO of Talanza Energy, a firm dedicated to the study and analysis of energy policies and regulatory compliance in Mexico. He will share his perspectives on the main risks related to regulatory compliance for upstream operators and the current backdrop for the sector in Mexico.
The webinar will be held on Thursday, November 15 at 10:00 am San Diego (12:00 pm Mexico City time). Mr. Cota’s formal presentation will be followed by a live Q&A session with the audience.
Mexico’s Electric Sector Renewable Energy Deployment
For years leading up to the 2013/2014 structural reforms, Mexico’s electric sector faced major challenges ranging from high generation costs, a lack of investment on transmission and distribution lines and networks and limited renewable energy deployment. The challenges had important impacts on the sustainability of the nation’s power sector and Mexico’s economic competitiveness more broadly.
A significant element of the reforms was the transformation of national energy firms Pemex and CFE to state-productive companies. Additionally, the reforms threw off many of the restraints on private and international investment and, historically, established a new electric market where generation and commercialization of electricity is open to competition.
As part of the new electric market and transformation of CFE, the Ministry of Energy (SENER) published the “terms for the Strict Legal Separation of the Federal Electricity Commission” or TESLS for its acronym in Spanish. The TESLS institutes the new company’s structure, approved by the Board of CFE that prescribes the company to be divided vertically and horizontally in state productive or affiliates. In the new market structure, CFE remains as the primary retail supplier of electricity. However, as part of the reforms the company is undergoing a major overhaul and transformation into a holding company with separate generation, transmission, distribution, supply and marketing subsidiaries that operate semi-independently.
Webinar presentation with Jorge Araujo, CFE’s Director of Financed Investment Projects. He will share insights on CFE’s restructuring and transformation, and where the implementation stands today in the context of Mexico’s energy reform and electric market.
The webinar will be held Friday, July 27 at 10:00am San Diego (12:00 pm Mexico City time; GMT/UTC – 8 hours). Araujo’s formal presentation will be followed by a live Q&A session with the audience.
Great panel to discuss #Oilandgas update -#price, #upstream and #production, #storage, #downstream and #DosBocas with Mr. Sladen from Recoinnatre Ltd., Warren Levy, Jaguar Exploración y Producción, Rosanety Barrios @vozexpertamx @pzarater @AztecDuncan @MexicoInstitute
Continuing with the last day of our #LJC2020 to discuss #gas and #power update -pipelines, #power markets and #renewables moderated by @MontseRamiroX @vozexpertamx with @memo_z @LeoBeltranR, Juancho Eekhout @IEnova_MX and Gerardo Serrato from Hartree Partners #LJC2020