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Permian, Pipelines, Power: Esentia CEO on Why US-Mexico Energy Ties Are Too Big to Fail

The cross-border natural gas trade between the United States and Mexico is firing on all cylinders, driven by surging power generation, industrial expansion and the hunt for reliable energy security. Despite near-term price volatility at the Waha header and evolving domestic policy under Mexico’s President Claudia Sheinbaum, pipeline flows from West Texas continue to set records as Mexican natural gas demand outpaces broader economic activity. At the same time, mounting geopolitical friction in the Middle East has upended the global LNG market, pushing prices higher amid tightening supply and…

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