Mexico’s natural gas consumption is projected to increase by 21% by 2030, driven by rising electricity demand and a lack of new domestic production capacity.
The forecast indicates that imports will also rise significantly to cover the growing demand, challenging the administration's narrative of energy independence.
According to government projections cited by Reforma, the gap between supply and demand will widen through the end of the current six-year term.
The data suggests that despite political commitments to boost domestic output, the market reality points toward greater reliance on foreign gas, particularly from the United States.
This divergence between policy rhetoric and market fundamentals adds complexity to Mexico’s energy outlook.
Investors and traders are monitoring the implications for cross-border infrastructure and LNG terminal utilization, as the country’s energy mix shifts under pressure from industrial and residential demand.