Feb 18, 2021 13:42 PM

Last Tuesday, the National Council of the Maquiladora and Export Manufacturing Industry (index) warned about millionaire losses due to the lack of energy supply, affecting 800 companies.

The lack of energy restoration "impacts the health of personnel due to the lack of air conditioning and large corporate economic losses in this industry that conditions its delivery operation to just in time (just in time)," index emphasized in its statement.

Yesterday, Thursday, the Chamber of the Transformation Industry of Nuevo León (Caintra) stated that "the effects have not stopped and the outlook looks even more complicated than what has been seen recently", this in reference to the shortage of natural gas and that It has been confirmed by the National Center for Natural Gas Control (Cenagas) through its critical alerts.

The other effect identified by the members of Caintra is the presence of imbalances in the energy supply, and that with this the industry remains without supply, because according to what was reported until this Friday morning, energy would be served to the sectors industrial.

Jesús Tamez Flores, president of Grupo TLN, commented that the shortage of natural gas is having an even greater impact on the industry that was already facing a slowdown in its productive activity, as is the case of the steel industry that shows a drop in its production levels , which is manifested in a reduction in freight rates made to this type of company, up to 50% in some cases.

Ismael Plascencia Núñez, president of the Confederation of Industrial Chambers of the Bajío, commented in an interview with T21 that the strike announced by the automotive plants in the region has an effect on the entire industrial sector, as it also reaches the suppliers that will have to adapt to the intermittency of the factories.

"Although some supply companies do not use natural gas in its production phases, as the automotive plant is not active, these links have to adjust, and with it the entire supply chain," Plascencia added.

Óscar Ceballos, delegate of the National Chamber of Freight Transportation (Canacar), explained that only due to the General Motors and Mazda strike is there being an impact on 400 motor transport movements, which means that more than 200 articulated tractors have remained stranded. They hope that from Monday it can be restored.

The logistical impact is even greater only in the automotive industry, since in Guanajuato Toyota also announced technical stoppages, Ford in Hermosillo, KIA in Pesquería, BMW in San Luis Potosí, Audi and Volkswagen in Puebla. In sum, there are 8 production centers and their respective value chain.

"It is urgent that the authorities understand the seriousness of the problem and take action on the matter, due to the seriousness of the situation," warned Plascencia Núñez.

The impact so far only from Monday to Thursday due to the lack of electricity or natural gas has been more than 13,984 million pesos in production losses for the Nuevo León manufacturing, Caintra reported.

Based on data from the Energy Information System of the Ministry of Energy (Sener), in 2020, of the total national demand for natural gas, 35.8% was served by national production and 64.2% corresponded to imports.

Regarding the destination, 50% of the national demand was channeled to the electricity sector, while 22.7% was captured by the industrial sector, as can be seen in the following table.

Collapsed mobility

The Mexican Association of Natural Gas Vehicles (AMGNV) shared with T21 that derived from the shortage and impact on the distribution of fuel, it was estimated that more than half a million people daily were facing problems in their mobility.

The agency's registry estimates that there are just over 52,000 units powered by vehicular natural gas.

According to AMGNV data, 22.8% of vehicular natural gas (NGV) service stations are located in Nuevo León, one of the entities most affected by the lack of natural gas.

The Association called for work on 3 aspects: a comprehensive review of the fuel supply policy, including natural gas, that guarantees stability and security in supply, including national production, import, storage and distribution.

In the event of an emergency, prioritize the supply of CNG stations and CNG compression stations, the main sources of attention to mass transit of citizens and other essential cargo units.

Finally, to issue exception measures in SENER, CRE and ASEA, which allow expediting the authorizations for the expansion of the NGV, compressed (CNG), liquefied (LNG) infrastructure and associated services.

Source: T21

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