PEMEX Oil and Gas Production August 2018

Despite ongoing attempts to reform the energy industry in Mexico, August crude oil output fell by 25KBOPD from July, and 114K vs last July.

Natural gas output has stabilized over the past year, after a long decline, at 4.9 BCFD.

September results are expected on October 26th.

Wind Power Growth Keeping Pace with Aggregate Demand Growth in ERCOT Region

Texas is one of the few power markets that has seen steady demand growth since the financial crisis.  But wind output has grown by about the same gross output in the last four years, such that the net demand for carbon-fueled generation hasn't grown. 

Consequently, fossil fuel market share is down 8 points over this same time frame:

And finally, a look at the trade off between gas and coal in the JAN-SEP period of '17 and '18, showing a shift upward by about 0.8 BCFD for natural gas at a given carbon-fired power demand.