AI, LNG Expansions, CNE Rules, Sempra Deal: The Weekly Roundup

This week, Mexico’s upstream sector embraces AI, digital twins, and emissions monitoring to boost efficiency and sustainability, while CNE mandates GPS and QR codes for fuel transport and accelerates downstream growth with 148 new service station permits. 

At the same time, Mexico’s ambitious gas plan faces hurdles in infrastructure and regulation, even as Gato Negro LNG triples its Manzanillo capacity to 9Mt/y by 2030 to target Pacific markets.

Your weekly oil and gas pulse is here!

Technology, Innovation: Drivers of E&P Efficiency, Sustainability

Mexico’s upstream oil and gas sector is increasingly turning to AI, digital twins, predictive analytics, and advanced emissions monitoring to manage cost pressures, aging assets, and stricter ESG demands, with technologies moving from pilots to core operations to boost efficiency, safety, and sustainability.

CNE Sets GPS and QR Code Rules for Fuel Transport Vehicles

CNE published in the Official Gazette of the Federation (DOF) rules requiring GPS, QR codes, and marking of vehicles transporting fuels and petrochemicals, with strict deadlines and sanctions for non-compliance.

CNE Fast-Tracks Fuel Station Permits With 148 Approvals In August

CNE approved 148 new fuel station permits in August, boosting Mexico’s downstream expansion as active permits reach 14,039 nationwide.

Mexico’s Gas Plan Seeks to Align Demand With Infrastructure

Mexico’s energy plan targets higher natural gas production and reduced imports, but experts warn pipeline delays, limited storage, and regulatory uncertainty could undermine industrial competitiveness and investment.

Gato Negro LNG Triples Manzanillo Capacity to 9Mt/y by 2030

Gato Negro LNG plans to expand its Manzanillo facility from 3Mt/y to 9Mt/y in three phases by 2030, backed by Waha gas supply, pipeline access, port synergies, and LOIs with global buyers.

Sempra Sells US$10 Billion Stake, Advances US$12 Billion Port Arthur LNG Expansion

Sempra will sell a 45% stake in Sempra Infrastructure Partners to a KKR-led consortium for US$10 billion, streamlining its business toward US utility growth while strengthening its balance sheet. The company also confirmed a US$12 billion final investment decision for Port Arthur LNG Phase 2, set to expand US LNG export capacity by 2030–2031.