Pemex: Lower 2027 Transfer Reflects Refinancing Progress
Pemex’s lighter 2027 transfer reflects refinancing progress, not standalone improvement. We stay Overweight, favoring 2050s for value and 2035s for...
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PEMEX 2Q26: Better Metrics, Support Still Matters
PEMEX’s metrics and maturity profile improved sharply, but cash generation still depends on sovereign support and valuation now limits broad upside.
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Primer: Petroleos Mexicanos (1232Z MM) - Aug 2026
Petroleos Mexicanos (Pemex) is a state-owned enterprise and Mexico's national oil and gas company, playing a crucial role in the country's...
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EM Spreads – Weekly News & Views
LatAm Corporate Index widens, YPF prices $1.1bn bond, PEMEX commits to settling debts, Moody's upgrades Argentine companies.
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Pemex 4Q25: Debt Relief Anchors the Credit, Operating Fragility Persists
Pemex’s latest results expose a deepening reliance on state aid amid collapsing exports and 194% liquidity stress, making this a critical read for...
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