Demetrio Carceller Gas Natural

Gas Natural está dispuesta a crecer en México. La compañía que preside Isidro Fainé pujará la próxima semana para intentar hacerse con una parte de los contratos que el Gobierno mexicano ha forzado a abandonar a la petrolera estatal Pemex.

El Gobierno de Enrique Peña Nieto, a través de la Comisión Reguladora de Energía, está dispuesto a lograr una liberalización de este negocio en 2018. Para ello, desde el próximo 30 de enero hasta el 3 de febrero, se producirá un primer sorteo en el que Pemex abandonará un 20% de sus clientes de gas natural, tanto domésticos como industriales, lo que abre la puerta a un fuerte crecimiento en el negocio de distribución de la compañía española en el país.

1,6 millones de clientes

En México, Gas Natural Fenosa está inmerso en un plan de aceleración del crecimiento de la distribución de gas. A cierre del tercer trimestre de 2016, la compañía contaba con 1,6 millones de clientes, tras haber incorporado en el último año 115.000 usuarios a su red. La red alcanzó en esa fecha los 20.723 kilómetros, con un crecimiento interanual de 1.115 kilómetros y la empresa sigue invirtiendo para incrementar su peso en este negocio.

En el segundo semestre del año pasado, la CRE contaba con 62 permisos de comercialización de gas natural, casi todos a nombre de Pemex TRI.

En la legislación de la reforma energética se determinó que para incentivar la competencia en este nuevo mercado y lograr una mayor apertura, se obligaría a la petrolera estatal Pemex a abandonar el 70% de sus contratos de gas natural a más tardar en un plazo de cuatro años.

Para ello, la CRE llevará a cabo este programa de cesión de contratos en tres fases: la primera, con 20% de la cartera de clientes que se realizará ahora, la segunda con otro 20% y la tercera con el restante 30% de los contratos de comercialización vigentes de Pemex, que únicamente podrá retener el restante 30% de los contratos que además se decidirán por sorteo. Para 2019, México pretenden haber atraído inversiones de 16.000 millones de dólares para ampliar en 10.000 kilómetros la red de gasoductos para transporte y distribución de gas natural, lo que representará 85% más de lo que había al comienzo de la actual administración. Pemex vende el gas al precio que determina la Comisión Reguladora de Energía (CRE), lo que se conoce como precio de venta de primera mano, que básicamente se refiere a los precios que da desde sus plantas a Gas Natural Fenosa, Tractebel, Ecogas o Metrogas.

A partir de ahora, Cenagas -el equivalente al Enagás español- ofrecerá unos bletines digitales con los precios. Si hasta el momento, las distribuidoras de gas ganaban por la comercialización y transporte, ahora también podrán hacerlo por el precio de la materia prima.

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