The energy sector is both pillar and driving force of national development. Mexico’s ability to meet its needs, ensure energy sovereignty, and build a sustainable future with economic stability and social well-being depends on it.

As President of the Energy Commission in the Senate of the Republic, it is essential to analyze the key elements of the First Government Report of President Claudia Sheinbaum Pardo, particularly regarding the hydrocarbons sector.

A Structural Recovery Process

After years marked by disinvestment, debt, and a weakening of Mexico’s state energy companies—largely the result of neoliberal policies—the country has begun a process of comprehensive recovery.

The 2024 constitutional reform and the 2025–2035 Strategic Plan transformed Pemex into a unified state-owned entity with technical, operational, and managerial independence, as well as a simplified fiscal framework.

This new institutional architecture strengthens energy sovereignty and accelerates the path toward self-sufficiency in hydrocarbons and petrochemicals.

Exploration and Production: Stability and New Opportunities

According to official data as of October 27, 2025:

• Pemex stabilized liquid hydrocarbon production at 1.645 million barrels per day, with a goal of reaching 1.8 million.

• Natural gas production now totals 3.687 billion cubic feet per day.

• The drilling of 17 exploratory wells increased reserves by 200 million barrels of crude oil equivalent.

• Seismic studies identified new opportunities with prospective resources estimated at 1.7 billion barrels of crude oil equivalent.

The Mexican Petroleum Institute is developing new technical strategies—including a non-abrasive hydraulic fracturing method, different from the one used by Anglo-Saxon companies during the neoliberal era—which would allow for greater use of natural gas deposits in the Burgos Basin, in northeastern Mexico.

In addition, the Institute discovered lithium in emulsions from five petroleum wells—an important finding for Mexico’s energy diversification.

Refining and Petrochemicals: Expanding Productive Capacity

The National Refining System currently processes 1.05 million barrels per day, an increase of 688,000 barrels in gasoline, diesel and jet fuel output. This expansion has reduced fuel imports by 31%.

Key infrastructure advancements include:

• 87% progress in the Tula coking plant

• 74% progress in the Salina Cruz coking plant

• Deer Park refinery processing 88 million barrels of Mexican crude and exporting 32 million barrels of finished products back to Mexico

Energy Transition: Laying the Foundation for the Future

In partnership with the Federal Electricity Commission (CFE), Pemex is developing 2,400 megawatts of cogeneration projects.

The company is also implementing initiatives related to renewable energies and alternative fuels, fully aligned with President Sheinbaum’s decarbonization agenda.

Strong Finances and International Recognition

Pemex continues to advance in financial strategies developed jointly with the Ministry of Finance and the Ministry of Energy to:

• Address outstanding debts with suppliers

• Improve its debt maturity profile

• Reduce overall financing costs

These actions have been recognized by international rating agencies, strengthening the company’s credit position and reinforcing confidence in its recovery.

Energy Sovereignty: A State Vision

The progress achieved consolidates Mexico’s energy sovereignty and builds the “second level” of self-sufficiency—an essential pillar for national security.

Mexico is increasingly less dependent on external factors and is reinforcing the State’s capacity to serve the people.

This direction honors the legacy of President Lázaro Cárdenas and those who, driven by profound nationalism, founded the company once known as Petromex.

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