Page 83 - Impiantistica industriale

sued to major international oil groups as well as to
national companies, and there was naturally fear
that AMLO would roll back these contracts. AMLO,
after having taken offi ce, reassured that he was not
going to roll back the exploration and/or production
oil contracts issued under Peña Nieto, but he also
said that his government was not going to issue
any more contracts, and added that his administra-
tion would closely monitor the companies that had
won those contracts in order to challenge them to
quickly pump more and more oil. At the same time,
AMLO announced an ambitious Plan Nacional para
la Producción de Hidrocarburos (National Plan for
the Production of Hydrocarbons) aimed at increa-
sing national production by Pemex. The most im-
portant elements of this plan are:
• To increase exploration by 10% per year; and
to increase the production of gas by 50%
• To increase production of oil from 750,000
barrels per day to 2,400,000 barrels per year
by the end of his six-year mandate as the pre-
sident of Mexico
• To strengthen the production of the six existing
refi neries and to build a seventh refi nery in Me-
xico AMLO announced an ambitious
Moreover, to shore up shaky Pemex fi nancial situa-
tion AMLO repeatedly said in February 2019 that National Plan for the Production
he would reduce the tax burden on Pemex as well “of Hydrocarbons aimed at
as sustain the company. In fact, on 15 February, increasing national production
AMLO said that the Mexican state will give a 2019
aid package to Pemex amounting to US$5.5 bil- by Pemex
lion, including a recurring annual US$0.75 billion
tax relief and a US$1.3 billion capital injection, Finally, AMLO, also in February 2019, declared that
which has been already budgeted, plus US$1.8 Pemex will not sign any new farmout agreement
billion to assist the company in covering its pension or partnerships with private companies for the ex-
liabilities as well as US$1.7 billion from hoped-for traction of oil in Mexico, although the three existing
fuel theft recovery. ones (the deepwater fi eld Trión with BHP Group;

Pemex, le prospettive legate
al futuro del Governo di AMLO

Pemex, la national oil company (NOC) del Messico, un paese le cui riserve petrolifere sono le quarte
maggiori dell’America Latina e le diciannovesime a livello mondiale, vanta il poco lusinghiero titolo di
NOC maggiormente indebitata al mondo. Il 1° luglio 2018, il popolo messicano ha eletto Andrés Manuel
López Obrador (AMLO) presidente, sancendo la fi ne dello storico bipartitismo del paese ed eleggendo
per la prima volta un presidente di sinistra dopo 90 anni, conferendogli un mandato per governare
fi no al 2024 e garantendogli anche una solida maggioranza nel parlamento. La fragilità fi nanziaria di
Pemex è, come molti commentatori hanno sottolineato, bilanciata, in effetti, dalla garanzia sovrana
della Stato messicano: ciò è particolarmente vero con AMLO che ha fatto del rilancio di Pemex e del
settore energetico messicano uno dei tratti caratterizzanti la sua presidenza. Tuttavia, se la situazione
interna del paese dovesse deteriorarsi, particolarmente sulla base di dinamiche legate all’economia e
alla geopolitica internazionale, e di conseguenza indebolire eccessivamente il governo di AMLO, Pemex
allora potrebbe perdere il suo più solido baluardo ed entrare in una situazione di elevata incertezza.

Impiantistica Italiana - Maggio-Giugno 2019 81 81