Here’s another interview Chris is sharing with one of his featured companies: The story of Mexico’s energy reform after 80 years of quasi-state control is one of the most actionable investment stories I’ve ever seen. Yet it STILL remains one of the most under-covered, even in the financial press.
As IFR’s Hanson and I recap today, his company’s first-mover advantage as Mexico’s energy assets become more privatized has now led to the first drilling/development at Tonalli Energia’s (the corporation owned 50% each by IFR and Mexican petrochemicals giant Grupo IDESA) Tecolutla project.
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