Mexican Standoff: The Case of Manzanillo LNG

In this whitepaper, ICIS investigates the ongoing LNG contract dispute between
Mexico’s state power utility CFE and term supplier Shell. While price remains a factor, Mexico’s changing natural gas supply fundamentals are complicating the issue.

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To make more informed buying and selling decisions

To settle contract prices with confidence

To understand price drivers and fluctuations

To develop internal price formulas

To understand where the market is heading over the next 12 months

To plan production and commercial strategies

To gain clarity on the impact of volatile feedstocks

To review short- and mid-term cost and margin trends

To obtain simple and prompt signals on the direction of producer cash margins

To negotiate with suppliers

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