Overview

• In a joint communiqué, Pemex and Sener said the price‑stabilization pact is voluntary and has lowered the average price of regular gasoline by about 1 peso per liter.
• They said Pemex Logística’s revenue drop reflects the March 19 reintegration that ended roughly 6 billion pesos in monthly intra‑company billing, while Pemex reported a 16 billion‑peso consolidated profit for January–June.
• Pemex stated that recent service gaps in Nuevo León, Chiapas and the Valley of Mexico were tied to maintenance and transport adjustments and have been fixed, and President Claudia Sheinbaum cited contracting issues for pipas and a repaired pump failure in Chiapas as distribution returns to normal.
• Media reports had asserted a 12,729 million‑peso first‑half loss and a 41% revenue decline at Pemex Logística linked to the 24‑peso cap, a linkage the government disputes.
• Sector analysts and industry groups continue to flag structural pressures—such as the cap’s effect on distribution margins, payment delays to last‑mile carriers and bureaucratic barriers for private transporters—even as Pemex says domestic fuels output is up 47% year to date.