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, WED., OCT. 7, 2026No. 3 · 6:00 p.m. CST6 p.m. CST
S&P/BMV IPC64,653.00▼1.01%10/7USD/MXN17.98▲0.06%10/7S&P 5007,801.77▼0.22%10/7WTI$88.28▼1.30%10/7Gold$4,140.70▼1.11%10/7
Energy · EconomyPress ✓ 6 outlets · figures attributed to Cenagas and the Energy Ministry

US cuts 20% of the natural gas it sends to Mexico. Cenagas says the country has reserves for three days

The cut exposed the country’s energy dependence on the same day the government touted a “historic” investment in electricity and gas, and the war in the Middle East hit the markets.

The United States stopped sending about 20% of the natural gas it exports to Mexico, El Financiero and Proceso reported. The National Natural Gas Control Center (Cenagas) said the system withstood the “heavy blow” and that the country has reserves for up to three days if imports are cut, according to El Universal and El Economista. Expansión noted that Mexico depends on US gas for about 70%, much of which is used to generate electricity. El Financiero devoted an analysis to why the country has so little storage reserve.

The same day, Claudia Sheinbaum and the Energy Ministry announced an investment of 1.16 trillion pesos in electricity and pipeline projects, which they called historic (La Jornada, El Economista, El Universal, El Financiero). Milenio reported that Sener projects 100 new power plants by 2027, and the ministry said electricity coverage has already reached 99.88% (El Universal). In the afternoon, Storm Isaías, which intensified into a hurricane in the Gulf of Mexico, also threatened US oil and gas production, El Financiero warned, which could complicate shipments to Mexico.

The markets reflected the nervousness. The escalation of the war in the Middle East and the attacks on ships in the Strait of Hormuz weighed on Wall Street, which closed lower (El Financiero, El Economista). The S&P/BMV IPC fell 1.01% to 64,653 points and snapped a three-day winning streak, according to Rio Times; the peso lost ground during the day and closed at 17.98 per dollar (La Jornada, Proceso, El Economista). The minutes of the Federal Reserve showed division among its members over the case for raising rates, El Economista reported. For Mexico, the combination is delicate: costlier energy, a gas supplier that puts its domestic market first, and a currency that depends on risk appetite. The official response bets on building the country’s own capacity, but the pipelines and plants announced will take years; the reserves, by contrast, are measured in days.

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By the numbers
20%cut in US natural gas shipments to Mexico (El Financiero, Proceso)
3 daysof gas reserves if imports are cut, according to Cenagas
1.16 trillionpesos of announced investment in electricity and natural gas
WeatherPress ✓ 5 outlets · data from the National Weather Service

“Isaías” becomes a hurricane in the Gulf and “Simón” forms in the Pacific. Campeche suspends classes

Tropical Depression Nine strengthened into a tropical storm, Isaías, in the afternoon and, by nightfall, into a Category 1 hurricane over the Gulf of Mexico, with heavy rain forecast in four states, El Universal, El Financiero and El Economista reported. Campeche suspended classes because of the rain, La Jornada reported. In the Pacific, Tropical Depression Twenty-E formed first and then the tropical storm Simón between Michoacán and Colima, with rain for Guerrero and Oaxaca (El Universal, La Jornada, El Economista); Milenio warned that it could make landfall in Jalisco over the weekend. In the northeast, Nuevo Laredo installed buoys on the Río Bravo over the risk of overflow, and Chiapas issued a rain alert from Thursday to Sunday (La Jornada). Expansión stressed that Simón’s greatest risk will not be wind but flooding. The season arrives late and strong: La Jornada reported that September was a record-temperature month and that 23% of the country is in drought.

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Word of the day
Category 1 hurricanemeteorology

The first level of the Saffir-Simpson scale: sustained winds of 119 to 153 km/h, capable of damaging roofs, trees and power lines.

ElectionsPress ✓ 6 outlets · ruling of the Electoral Tribunal

Electoral Tribunal corrects the INE: “ironed ballots” will not be counted

The TEPJF overturned an INE agreement and ruled that the so-called “ironed ballots” (boletas planchadas), ballots that reach the ballot boxes without creases and could indicate that they were never handed to a voter, will not be valid, La Jornada, Expansión, El Financiero, Proceso and El Universal reported. The tribunal ordered the INE to adjust its guidelines to declare them invalid. Milenio reported that the PAN won the challenge and that the INE council will review those ballots before counting votes.

The decision matters because the INE had proposed counting them in certain cases. For the opposition, it was a door to ballot-box stuffing; for the institute, a practical problem of badly folded ballots. The same day, Proceso reported a double setback for Movimiento Ciudadano at the tribunal, which blocked its complaints against Mario Delgado and Morena campaigns.

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CongressPress ✓ 5 outlets · votes in the Chamber of Deputies

Deputies approve the “Anti-Memes Law” and a new cadastral law. The opposition speaks of censorship and a “predialazo”

The Chamber of Deputies approved in general the reform known as the “Anti-Memes Law,” which, according to El Universal and Milenio, provides for IMPI fines of more than 4 million pesos; the opposition warned of risks of censorship (El Economista, Expansión). It also approved the General Law on Cadastres, which seeks to harmonize property registries across the country; the opposition charged that it will open the door to a rise in the property tax, the “predialazo” (El Universal, Milenio, La Jornada, Proceso, El Economista).

The sessions dragged on so long that Morena deputies missed the celebration of their party’s 15th anniversary, Proceso and El Universal reported. In the Senate, fines were approved for companies that harass consumers by phone, along with a reform against child sexual abuse in the tourism sector (Proceso, La Jornada).

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PoliticsPress ✓ 6 outlets · statements are attributed to each actor

Morena turns 15 with neither AMLO nor Sheinbaum at the celebration. Andy López Beltrán takes the front rows

Morena celebrated its 15th anniversary at the Auditorio Nacional without its founder, Andrés Manuel López Obrador, or the president (Expansión, La Jornada, El Universal). Sheinbaum congratulated the party and ruled out internal strain. Andy López Beltrán, the former president’s son, attended and sat in the front rows; El Financiero reported shouts of support of “you’re not alone” (El Universal, Proceso). The PAN mocked the party with a cake bearing the inscription “XV years destroying Mexico.”

The anniversary arrives amid friction. The PT charged that Morena yielded to US pressure to set its state coordinator posts (El Universal), and Tatiana Clouthier demanded that Clara Luz Flores be removed from the coordination post in Nuevo León (El Universal, El Financiero). Sheinbaum said the FGR must clarify the alleged link between “El Tanque” and the network of Amílcar Olán (El Universal, Milenio). In Querétaro, Governor Mauricio Kuri ruled out a break with the federal government over the police academy and said he “would never do anything against my country” (El Universal, El Financiero).

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In brief
  • Senate approves fines in the millions on companies that harass consumers by phone.Proceso · La Jornada · El Universal
  • Piero, author of “Mi viejo,” dies at 81.La Jornada · Proceso · El Economista
  • Maricarmen Abascal, a symbol of the fight for housing in Spain, dies.La Jornada · Proceso · Milenio
  • Thousands protest in Rio de Janeiro against Flávio Bolsonaro ahead of the runoff.El Economista · La Jornada
  • The IMF warns that the energy shock and AI risks threaten global growth.El Economista · Expansión
  • Grecia Quiroz asks the FGR to take over the investigation into the murder of Carlos Manzo.La Jornada · Proceso
  • Monte de Piedad reopens its branches after the end of the strike.Expansión · Milenio
  • Parents of the 43 of Ayotzinapa take part in a new investigative step at a funeral home in Iguala.El Financiero · Milenio
Seven minutes every evening, one front page — see About

Unverified — what we could not confirm

“The plague in Russia is a biological weapon.” Trump said he does not believe it; Russia denies a second death and the WHO asks for the case to be clarified.
“The US is going to cut off all gas to Mexico.” What is confirmed is a cut of close to 20%; there is no announcement of a total cutoff.
“There is a threat against the governor of Nayarit.” Sheinbaum said the Security Cabinet has no information on it.
Glossary · dotted words — economics, law, security and science terms explained in the context of the story. The list grows every day.
INSIDEUS cuts 20% of the natural gas it sends to Mexico. Cenagas says the country has reserves for three daysEnergy · Economy“Isaías” becomes a hurricane in the Gulf and “Simón” forms in the Pacific. Campeche suspends classesWeatherElectoral Tribunal corrects the INE: “ironed ballots” will not be countedElectionsDeputies approve the “Anti-Memes Law” and a new cadastral law. The opposition speaks of censorship and a “predialazo”CongressMorena turns 15 with neither AMLO nor Sheinbaum at the celebration. Andy López Beltrán takes the front rowsPolitics