Overview

• El Universal reported that Pemex Logística posted a 12,729 million-peso net loss in H1 2025, blaming the voluntary 24-peso per liter gasoline cap pact.
• In a joint communiqué, Pemex and Sener said the reported deficit stems from internal billing changes after a March 19 reintegration rather than costs absorbed from the price cap.
• Pemex Logística’s revenues fell 41% year-on-year after it ceased billing about 6,000 million pesos monthly for internal services under the new structure.
• The parent company still registered a consolidated net profit of roughly 16,187 million pesos for January–June, buoyed by currency gains and reduced financing expenses.
• Authorities confirm supply has normalized after maintenance and transport hiccups in Nuevo León, Chiapas and the Valle de México, even as analysts caution the cap cuts margins by about 1.00–1.50 pesos per liter.