MEXICO S NATURAL GAS INFRASTRUCTURE

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1 MEXICO S NATURAL GAS INFRASTRUCTURE Texas to Mexico Natural Gas Exports Congress Brandon Blaylock Houston, TX., October 29, 2015

2 Industrial Organization of Natural Gas Ministry of Energy Energy Regulatory Commission National Center of Natural Gas Issue permits for activities of natural gas processing. Issue permits for activities of: o Storage o Transport o Distribution Public agency responsible for managing, coordinating and controlling the network of pipelines and storage of natural gas in the country. o Liquefaction o Regasification o Compression o Decompression o First hand sales o Commercialization Permit holders who provide transportation services and distribution through pipelines and storage of natural gas to third parties, will have the obligation to provide open access, subject to the existence of available capacity in their systems, upon payment of the fee authorized and subject to the conditions of service provision established by the CRE. With the reform, Pemex becomes a simple producer of natural gas (along with private industry). Source: XXXXXX 2

3 Mexico s Midstream Natural Gas Scheme Previous to the Reform Pemex the only producer Pemex the only importer Pemex the only seller: CFE Private Electricity Generation Distributors Industry Pemex manages the national gas pipeline system. There are no incentives to improve transport infrastructure. There is no effective open access. Principal Problems: Supply of molecule with transport (bundled). No storage services. Little chance to negotiate contract conditions. Users do not own transport capacity they use. Source: XXXXXX 3

There are no incentives to improve transport infrastructure. There is no effective open access.

4 Mexico s Midstream Natural Gas Scheme Actual Scheme Production Private Sector Private Sector Transport Segregation of duties Independent manager of the Transport Infrastructure by Comercialization and Imports Private Sector Final Users Private Sector CENAGAS: Responsible for the operation (and maintenance) of the national system of gas pipelines and storage. Manage infrastructure and service contracts that Pemex will transfer. Provide access and reserve capacity for producers, traders and consumers. Make tenders for strategic gas pipelines. Actual Natural Gas System 5,634 mi 4

(and maintenance) of the national system of gas pipelines and storage. Manage infrastructure and service contracts that Pemex will transfer.

5 Natural Gas Production and Imports 8,000 6,000 4,000 2,000 Natural Gas Production + Imports mcfd Production Imports 3,000 2,000 1,000 Natural Gas Sales (without Pemex internal consumption) mcfd Industrial Distribution (domestic, small industry) CFE Private Generation 4, Natural Gas Imports mcfd Baja California Sonora Chihuahua Nuevo León Tamaulipas Colima Baja California: % Sonora: Chihuahua: % % , , ,357.8 Nuevo León: % Tamaulipas: % Colima: % (LNG) Source: Mexico s Energy Information System (SIE). 5

Natural Gas Imports mcfd Baja California Sonora Chihuahua Nuevo León Tamaulipas Colima Baja California: 2014-0% Sonora: Chihuahua: 2014-3% 2014-20% 790.8 1,089.3 1,289.7 1,357.

6 New Gas Infrastructure: Already built or in construction Los Algodones Tucson Sásabe San Isidro Waha Pto. Libertad Samalayuca Ojinaga 2,560 mi Guaymas El Encino Agua Dulce El Oro Topolobampo La Laguna Los Ramones Frontera Durango Mazatlán Zacatecas Aguascalientes Guadalajara V. Reyes Apaseo el Alto Tula Naranjos Tamazunchale Tuxpan Morelos Lázaro Cárdenas Jáltipan Mayakán Salina Cruz Source: Five year Plan,

Ramones Frontera Durango Mazatlán Zacatecas Aguascalientes Guadalajara V.

7 New Gas Infrastructure: New Pipelines to be Awarded (Five Year Plan) Los Algodones Tucson Sásabe San Isidro Waha Pto. Libertad Samalayuca Ojinaga 3,216 mi Guaymas El Encino Colombia Agua Dulce El Oro Topolobampo La Laguna Escobedo Frontera Brownsville/ Matamoros Los Ramones Mazatlán Durango Zacatecas Aguascalientes Guadalajara V. Reyes Apaseo el Alto Morelos Tula Altamira Naranjos Tamazunchale Tuxpan Cempoala Lázaro Cárdenas Jáltipan Acapulco Mayakán Salina Cruz Tapachula Source: Five year Plan,

Brownsville/ Matamoros Los Ramones Mazatlán Durango Zacatecas Aguascalientes Guadalajara V.

8 Forecast of Natural Gas Imports Forecast of Natural Gas Imports mcfd Los Algodones Pto. Libertad Tucson Sásabe San Isidro Samalayuca Ojinaga Waha 6,000 5,800 5,600 5,400 Guaymas El Oro Topolobampo El Encino La Laguna Escobedo Colombia Agua Dulce Frontera Brownsville/ Matamoros Los Ramones 5,200 5,000 4,800 4,600 Mazatlán Durango Zacatecas Aguascalientes Guadalajara V. Reyes Apaseo el Alto Tula Altamira Naranjos Tamazunchale Tuxpan Cempoala 4,400 4,200 4, Lázaro Cárdenas Acapulco Morelos Jáltipan Salina Cruz Mayakán Tapachula The ability to import natural gas by pipeline from the United States is saturated right now. Imports will increase as the construction of new interconnection pipelines are complete. The Ministry of Energy predicts an import of over 5.5 bcfd for Source: Ministry of Energy (2013). 8

Ramones 5,200 5,000 4,800 4,600 Mazatlán Durango Zacatecas Aguascalientes Guadalajara V.

9 Investment Opportunities The EXI Fund sees the next areas as investment opportunities in the Natural Gas market in Mexico: A. New distribution zones for homes and businesses. B. Last mile pipelines for the industry sector. C. Sales and lease back of pipelines in operation. D. Underground storage. E. Opportunities provided by the new FIBRA E instrument (MLP). 9

Last mile pipelines for the industry sector. C.

10 Contact: Brandon Blaylock, Gerardo Colosio,

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