Pure gasoline shippers in Mexico might want to tighten up their operations to keep away from penalties underneath newly accredited guidelines governing the Sistrangas nationwide pipeline community, in accordance with Talanza Power Consulting’s David Rosales.
The principles, authored by Sistrangas operator Centro Nacional de Management del Fuel Pure (Cenagas) and accredited by the Comisión Reguladora de Energía (CRE), are supposed to guarantee “operational self-discipline” on the system and scale back losses incurred by Cenagas.
The principles permit Cenagas to establish with larger precision which customers are inflicting system imbalances, both by consuming extra gasoline than they’ve requested, or injecting much less gasoline into the system than they dedicated.
Since large-scale pure gasoline storage just isn’t but a actuality in Mexico, Cenagas should right system imbalances by buying liquefied pure gasoline (LNG) through the Altamira and Manzanillo regasification terminals, and injecting it into the Sistrangas.
Beneath the brand new guidelines, if a person causes a system imbalance nice sufficient to require an injection of LNG, the person should reimburse Cenagas at LNG price, which is increased than the value of gasoline produced in Mexico or imported by pipeline from the US.
Beneath the earlier guidelines, the person may reimburse Cenagas by merely injecting the quantity of gasoline equal to what that the person had overdrawn or under-injected.
To attenuate their publicity to money penalties underneath the brand new framework, customers might want to stabilize their consumption as a lot as attainable, Rosales instructed NGI’s Mexico GPI.
The problem, he stated, is that Cenagas usually doesn’t reveal how a lot gasoline it has confirmed for a given person on a given stream day till two or three days after that day has handed.
In different phrases, customers haven’t any means of understanding whether or not they have exceeded their allotted consumption till after the very fact, Rosales stated, making it “unimaginable to react.”
“This is a matter that’s nonetheless pending,” Rosales stated, explaining that he would have preferred the brand new guidelines to mandate same-day confirmations by Cenagas of gasoline volumes requested by customers.
“Then you possibly can decrease your consumption a bit,” Rosales stated. “You possibly can right one thing.”
However with out this stipulation, the brand new guidelines lack the proverbial carrot for customers, Rosales stated, as a substitute treating them “solely with the stick.”
To mitigate this threat, he stated, customers could need to request barely extra gasoline than they anticipate to make use of, at the very least to start with, since penalties for under-consumption are much less extreme than these for over-consumption.
Customers additionally should be taught to acknowledge the variables printed by Cenagas, particularly line pack and stress, that can affect them, Rosales stated.
All customers might want to have personnel devoted to monitoring their consumption and figuring out system situations, “with capability to react and to make intraday purchases when mandatory,” Rosales stated, including that customers could need to line up suppliers of complementary companies akin to park and mortgage (PAL) to mitigate these dangers.
The brand new guidelines current a possibility for companies that may present these companies, in addition to those that can present in-line metering expertise.
Within the decision approving the brand new guidelines, CRE mandated that Cenagas should assure by February 19, 2020, that every one system customers have entry to meters to be able to decide their injections and extractions in actual time.
Rosales stated that the brand new guidelines embrace steps in the appropriate course, akin to incentivizing extra meters, and a extra correct, exact, and clear methodology for calculating and assigning the prices of LNG.
Nonetheless, he stated, authorities have but to correctly tackle the foundation causes of the continual system imbalances, particularly delayed midstream infrastructure tasks and declining home gasoline manufacturing.