墨西哥首富押注天然气，签署20亿美元合约

Core Insights - Grupo Carso, owned by Carlos Slim, has signed a $1.99 billion service contract with Pemex to drill 32 wells in the Ixachi gas field over the next three years, marking an expansion of Slim's investments in Mexico's energy sector [1] - The Ixachi gas field is one of Mexico's most significant onshore oil and gas reserves, currently producing approximately 93,000 barrels of oil and 715 million cubic feet of gas daily, equivalent to about 236,000 barrels of oil equivalent [1] - Starting in 2027, Pemex will pay Grupo Carso based on the revenue generated from the oil and gas sales from the project [1] Investment Context - Slim has invested over $2 billion in various Pemex-related projects, including Zama, Quesqui, and the deepwater oil field Lakach, emphasizing the importance of private sector involvement for Pemex's survival [2] - Pemex is currently burdened with over $100 billion in debt, with oil production at its lowest level in 40 years, and continues to rely on issuing new debt to cover short-term obligations [2] - The Mexican oil industry faces challenges with declining proven reserves, rig counts, and production levels, despite the expansion of refining capacity with the Dos Bocas refinery, which is currently operating below its designed capacity due to pollution issues [2]