13th Annual Mexican Energy & Infrastructure Finance Forum

8:15AM Registration & refreshments

9:15AM Breakfast briefing: With NAFTA set for renegotiation, how can the Mexican economy prepare?

• The first 155 days of the Trump administration: How will the US government’s policies impact the Mexican economy? Will this increase the appetite of foreign investment from beyond the US?

• What are the direct consequences for the infrastructure market? Whilst not directly affected by NAFTA discussions, what are the potential secondary impacts for the energy market, and why?

• How can market participants from Mexico and the US adapt to changes in NAFTA?

• Projecting the change in demand for power in Mexico

9:45AM Chairperson's opening remarks

9:55AM Government Keynote: Outlining the future for the Mexican energy market in 2017 and beyond

11:00AM How is the current macroeconomic environment affecting investor appetite for energy and infrastructure projects?

• Since the energy reforms, how competitive has Mexico become compared to its Latin American counterparts?

• Assessing the potential political outcomes in the Mexican 2018 elections and the implications for the Mexican energy and infrastructure markets

• With high levels of liquidity ready, how can the involvement from the Afores be increased?

11:45AM Kick-starting Mexican PPPs: Identifying the key improvements needed for the PPP market to take off

• Is there only room for more established developers in the market?

• How is the PPP vacuum currently being filled?

• What new technologies can help resolve the issues in infrastructure?

• With government budgets tightened, what can facilitate social and transport development?

12:30PM Lunch

1:50PM How is the CRE preparing for the next auctions and what has been learnt from the first two rounds?

• Assessing the success of the reform’s implementation so far

• How is the CRE preparing for the next auctions and what has been learnt from the first two rounds?

• What improvements on the auction process will be made?

2:15PM Modernizing the Mexican grid: How can energy generation and transmission infrastructure be developed?

• How are new players preparing for opportunities in the transmission market?

• What makes a bankable project, and how are third parties going to be involved?

• Case study: Oaxaca transmission line

3:00PM Presentation: A roadmap to understanding Mexico and its abundant resource of oil

• Assessing the impact of the reforms on the sector and the current state of the market and infrastructure

• Delving into Mexico’s historical relationship with oil

Senior representative, HSBC

After this short presentation, a senior representative from HSBC will join panelists to discuss the future of the Mexico oil market by discussing with key players across the new oil landscape.

3:15PM Developing the necessary infrastructure to overcome the challenges in the midstream and downstream oil market

• Assessing the opportunities in transport and storage

• How can the infrastructure in oil refineries be developed?

• Who will be the smaller players in the market, and how can these projects be financed?

4:00PM Afternoon refreshments & networking break

4:30PM Tequila roundtables

This is your chance to meet and greet via face to face sessions in smaller groups. Each host will spend 30 minutes at a table before rotating to the next. See this as an opportunity to ask the questions you want in an informal and relaxed way before we break for drinks: 

• Transport

• Water Infrastructure: Federico Ochoa Peressini, Director of Finance & Administration, Grupo Mexicano de Desarrollo

• Solar Power: Hector Olea, CEO, Gauss Energia

• Solar Power: Carlos Barrera, Vice President & Managing Director, SunEdison

• Wind Power: Adrian Katzew, Chief Executive Officer, Zuma Energia

• Roads: Jorge Parra, Chief Financial Officer, Red de Carreteras de Occidente

6:00PM Closing remarks and drinks reception hosted by S&P Global Ratings

8:45AM Refreshments

9:15AM Chairperson’s opening remarks

9:30AM Presentation: Results from tenders in March 2017 for the midstream market

• Summarizing the outcomes of the pending tenders

• Who are the new players that have joined the market?

• What are the new projects under tender?

9:55AM Examining the financing of infrastructure in the gas sector

• What are the challenges be of cross-border pipeline financing?

• How will financing and investment opportunities be impacted with gas importation from the US?

• Attracting international equity to the Mexican midstream sector

• Case study: Nueva Era Gas Pipeline between Texas and Monterrey

10:30AM Neighboring competition: Are market conditions in Mexico as attractive to international renewables developers and investors as its Latin American counterparts?

• What lessons can Mexico learn from its Latin America counterparts in the renewable energy market?

• How can renewable energy be promoted further in Mexico?

• Are renewables in Mexico proving to be more attractive to local or international players?

11:15AM Mid-morning refreshments and networking break

11:45AM Reflecting on the current primary and refinancing environments: What financial instruments are available for project owners?

• Identifying the various options provided by banks and bonds: How do the terms and tenor differ between lenders and investors?

• Alternatives to the usual bank financing: How is local equity and debt being sourced?

• What part does ECA and development finance play?

• Comparing the refinancing tools by loan providers and the capital markets

12:30PM Introducing new financial players to the energy and infrastructure markets in Mexico (Fibra-E, CerPI and CKDs)

• The development of a new array of financial vehicles to enhance investments in energy and infrastructure
• Understanding the rationale of the different investor types in the energy and infrastructure market in Mexico
• How successful have Fibra-Es, CerPIs and CKDs been at increasing M&A activity?
• Opportunities and future challenges for structured vehicles in Mexico

1:15PM Chairperson’s closing remarks followed by lunch and close of conference

1:30PM CFE Keynote: Analyzing the outcomes of the March 2017 auction and the introduction of new private players into the wholesale electricity market