Group 1 - Mexico's oil production is expected to decline significantly, reaching levels not seen since the late 1970s before the Cantarell oil field was brought online [1] - The average oil production in Mexico for this year is projected to be 1.621 million barrels per day, marking the lowest level since the Cantarell field began production in 1979 [1] - The recent discovery of the Zama oil field is estimated to hold only 800 million barrels of oil, which is significantly less than the 35 billion barrels found in Cantarell [1] Group 2 - The reduction in Mexico's oil exports has intensified supply constraints for U.S. refineries, which are heavily reliant on heavy sour crude from Mexico [4] - Canadian oil prices have reached their highest levels in over two years due to the supply tightness caused by reduced exports from Mexico and ongoing trade disputes with Canada [4] - Mexico's state-owned oil company, Pemex, is facing difficulties in timely payments to suppliers, amounting to approximately $20 billion, which has slowed production progress [4]
墨西哥石油出口量跌至历史新低 美国炼油商恐遭冲击
Zhi Tong Cai Jing·2025-07-02 01:57