Presidential candidate Claudia Sheinbaum at a rally in Mexico City
Mexico’s fledgling LNG export industry faces growth challenges
While developers are making progress, infrastructure, regulatory and political uncertainties risk stunting opportunities
Mexico’s nascent LNG export industry is developing, but projects are running into delays, and challenges around infrastructure development are adding to considerable uncertainty over the pace of progress. Nonetheless, the first phase of Sempra’s Energia Costa Azul (ECA) facility is under construction and due to enter service in 2025, while a handful of other projects are at earlier stages. These developments benefit from cheap, plentiful gas from the US’ giant Permian Basin. “The relatively steady, low price of US gas futures is also positive for the commercial viability of these LNG projects,” said Bryan Campbell, an energy reporter for the Americas at commodity intelligence firm ICIS. He a
Also in this section
2 April 2026
Alongside a rapid continued build-out of renewables, China’s latest five-year plan stresses the value of domestic hydrocarbon production for energy security and calls for increased Russian gas imports
2 April 2026
The government is taking important steps to revive domestic production, lift investment and benefit from the geopolitical crisis even if more needs to be done in the longer term
1 April 2026
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
1 April 2026
It is not a case of if or when, but the length and magnitude of economic damage from elevated oil prices
