USMCA Central in Energy Dispute: The Week in Energy

The United States presses Mexico over alleged energy discrimination ahead of the USMCA 2026 review. Meanwhile, Trump moves to strengthen the coal in industry in the United States.

Ready for more? Here is the weekly roundup!

US Targets Mexico's Energy Policy in USMCA Review

US Trade Representative Jamieson Greer accused Mexico of favoring PEMEX and CFE over US energy firms, calling it discriminatory. He warned this issue will be addressed in the 2026 USMCA review, amid broader trade tensions including biotech and property disputes.

EnerSys to Close Monterrey Plant, Shift Production to US

EnerSys announced a strategic restructuring that includes the closure of its flooded lead-acid battery manufacturing facility in Monterrey, Mexico, as part of an effort to optimize operations and transition toward higher-performance battery technologies. Production will be transferred to the company’s existing facility in Richmond, Kentucky.

Senate, Industry Leaders Discuss Energy Reform Implementation

Mexican senators, industry representatives, and academics gathered at the Senate to analyze the challenges and opportunities following the approval of the country’s constitutional energy reform. The discussion took place during the forum, National Energy Plan: Perspectives and Strategies.

BloombergNEF Strengthens BBVA’s Energy Transition Insights

Financial services firm BBVA has selected BloombergNEF (BNEF) as its data and research provider to deepen its understanding of the global energy transition and clean technologies, the companies announced. Through this collaboration, BBVA will gain access to BNEF’s research and market analysis, which covers commodity markets and technologies driving the shift to cleaner energy.

Trump Moves to Revive Coal Industry

US President Donald Trump has signed an executive order to boost the coal industry in response to the growing energy demands of data centers fueled by the rapid expansion of AI. “All the plants that have been shut down will be reopened if they meet modern standards; otherwise, they will be demolished and replaced with new facilities,” Trump announced during a speech to coal industry workers.