Record Natural Gas Exports To Mexico-- Sur De Texas ; US-Mexico Natural Gas Update -- MAGA -- February 27, 2020

Sur de Texas: record exports point to downstream testing in Mexico. Link here:

• record-high volumes on the Sur de Texas-Tuxpan Pipeline this month (February, 2020)
• suggestion: testing may have already begin on the Cempoala Phase II compressor station reversal 
• Cempoala Phase II: a key downstream infrastructure project that has promised to significantly expand Mexico's demand for US gas by the end of this quarter (1Q20);
• February 15, 2020: Sur de Texas receipts:
• almost one billion cf/d 
• highest volume to date
• corresponds with deliveries to Monte Grande have backed off, averaging just 140 million cf/d
• however, prior to this, from the beginning of the year (2020), there has been a steady increase in transmission volumes through Monte Grande 
• this suggests that the grid operator Cenagas could be preparing for a significant increase in gas imports from the US
• More on the Sur de Texas-Tuxpan pipeline
• product moves to three sites deep inside Mexico
• crosses at Agula Dulce Hub (US/Mexico border)
• Valley Crossing pipeline
• Sur de Texas-Tuxpan pipeline
• three sources of demand
• Altamira import facility: natural gas imports seem to have decreased this year as more US natural gas flow
• Naranjos: second connection -- pushes natural gas west into the interior, toward Salamanca
• Monte Grande: third connection -- pushes natural gas west to Mexico City, and south to southern Mexico (via Cempoala Phase II)
• Cempoala Phase II, a fourth potential connection / demand site: the Cempoala Phase II compressor reversal -- a project currently under construction, downstream from the Monte Grande interconnect
• that project: will provide as much as 1.3 billion f/d of total capacity -- pushing NG further south
• the Cempoala compressor reversal could boost US exports by as much as 700 million cf/d
• Other developments:
• last segment of the Wahalajara pipeline will be completed March, 2020 (next month): will increase US pipeline exports by nearly 400 million cf/d, partially displacing other non-US foreign imports
• US pipeline exports to Mexico:
• currently averaging 5.2 billion cf/d
• by April, 2020: 5.7 billion cf/d
• by August, 2020, 6.3 billion cf/d (a 20% increase over current imports)

Great map at the linked story.  

I think there are two stories here:

• Mexico's increase demand for natural gas; and,
• what proportion of that demand will come from the US

The first story interests me much more; the second story will take care of itself.