il piano sarebbe buono per Pemex ma i bond non hanno reagito bene ieri, spero che la reazione cambi direzione, a me il piano embra positivo per Pemex ammesso che lo si metta in pratica
Pemex's recovery plan does not include the significant operational overhaul that analysts have been urging. While the plan aims to boost production and finances, it doesn't address key issues like aging oil fields, workforce size, or money-losing refineries. Experts suggest streamlining operations by closing older refineries, selling assets, and reducing the workforce, which is currently more than double the size of Exxon Mobil's.
Here's a more detailed breakdown:
Missing Operational Overhaul:
Analysts have been calling for Pemex to address its operational inefficiencies, including aging infrastructure and a large workforce.
Lack of Cost Reduction:
The recovery plan doesn't seem to include significant cost-cutting measures like closing unprofitable refineries or selling off assets.
Focus on Production:
The plan focuses on increasing oil and gas production, but it's unclear if this will be sustainable without addressing the underlying operational issues, according to some analysts.
Debt Concerns:
Pemex is burdened with a large debt, and the plan doesn't seem to address this critical aspect effectively.
Private Sector Involvement:
While Pemex is seeking private sector involvement, it's not clear how this will address the operational issues or lead to a sustainable recovery.
Bloomberg.
Come si dice tra il dire e il fare ci passa il mare.
Auspico non faccia un disastro peggio dei precedenti questa.
I quali da un lato la hanno messa in ginocchio e,dall'altro di strutturale il nulla .