Commodities February 6, 2026

Pemex Awards Macavil Mixed Contract to Firm Controlled by Carlos Slim, Sources Say

State oil company retains significant stake as billionaire expands presence in Mexican energy sector

By Maya Rios
Pemex Awards Macavil Mixed Contract to Firm Controlled by Carlos Slim, Sources Say

Mexican state oil company Pemex has granted a mixed contract for the onshore Macavil crude and gas field to a company controlled by billionaire Carlos Slim, three informed sources said. Under the model, Pemex keeps at least a 40% stake. The award adds to Slim's growing portfolio of energy ties with Pemex and follows prior mixed-contract awards last December.

Key Points

  • Pemex awarded a mixed contract for the onshore Macavil field to a company controlled by Carlos Slim, with Pemex retaining at least a 40% stake.
  • Macavil has proven reserves of 7 million barrels of condensate and 73 bcf of gas, with possible reserves of 34 million barrels of condensate and 409 bcf of gas; the joint venture aims to produce 27.5 million barrels of oil and 393 bcf of gas by 2045.
  • Slim's businesses have multiple recent and ongoing ties to Pemex and other projects, including financing wells at the Ixachi gas field, partnerships in the Zama offshore field, a conditional agreement on the Lakach deepwater project, and acquisition of assets controlling Ichalkil and Pokoch.

Mexican state-owned Pemex has handed a mixed contract for the onshore Macavil oil and gas field to a company controlled by Carlos Slim, according to three people familiar with the matter. Under this partnership arrangement, Pemex will maintain a minimum 40% interest in the project.

The Macavil award follows a string of similar mixed contracts Pemex granted in mid-December. Pemex had intended to issue 11 such contracts last year, but overall interest has been limited and the model has not attracted major international operators.

Sources said the name of the Slim-controlled company set to receive the Macavil contract and the contract's monetary value could not be determined. One source indicated the agreement was signed last week. Pemex and a spokesperson for Slim did not respond to requests for comment.


Field reserves and production targets

Macavil's reported proven reserves include 7 million barrels of condensate and 73 billion cubic feet (bcf) of gas. Possible reserves at the field are listed as 34 million barrels of condensate and 409 bcf of gas.

A project document reviewed by the reporting outlet sets a joint-venture goal of producing a cumulative 27.5 million barrels of oil and 393 bcf of gas by 2045.

Pemex's strategic business plan for the coming five years forecasts that crude production at Macavil would reach a peak of 14,000 barrels per day in 2028.


Slim's expanding ties with Pemex and other energy moves

The Macavil award is another step in billionaire Carlos Slim's expanding involvement in Mexico's energy industry. His companies already have a range of existing and announced arrangements with Pemex and other partners.

In September, Grupo Carso agreed to finance drilling of up to 32 wells at the Ixachi onshore field, which is described as the country's most important known gas deposit. Through Talos Mexico, a subsidiary of Talos Energy, Slim's interests have also joined with Pemex and Harbour Energy in the Zama offshore oil field.

In 2024, Carso signed an agreement to partner with Pemex on the Lakach deepwater gas project, aiming to revive a plan that had been abandoned twice earlier because of high costs; later, in October, the company said it was reviewing the project's viability.

Beyond deals linked directly with Pemex, Slim is broadening his energy footprint. In mid-January, Carso announced the purchase of a Lukoil subsidiary to obtain full control of the Ichalkil and Pokoch fields.


Note on reporting: Several details in this article are based on information provided by sources with direct knowledge of the contracts and on project documentation made available to the reporting outlet. Some commercial details and the identity of the recipient company were not publicly disclosed at the time of reporting.

Risks

  • Limited market interest in Pemex's mixed-contract model could slow development timelines and reduce competition for project partnerships - impacts the oil and gas sector and project financing.
  • Commercial terms and the recipient company's identity and contract value were not publicly disclosed, creating uncertainty around financial exposure and capital allocation for the joint venture - impacts investors and midstream/service providers.
  • The viability of some planned projects remains under review, as evidenced by a reassessment of the Lakach deepwater project, which introduces execution risk for deepwater developments and affects upstream and capital-intensive contractors.

More from Commodities

Cuba Turns to Solar as Fuel Supplies and Power Grid Strain Under U.S. Measures Feb 20, 2026 Citigroup Maps Out Oil Price Paths as U.S.-Iran Tensions Mount Feb 20, 2026 Oil Rises, Tech and Credit Nervous as Geopolitics and AI Spending Reshape Markets Feb 20, 2026 EPA to Roll Back Mercury and Air Toxics Limits on Coal Plants, Citing Grid Reliability Feb 20, 2026 Raymond James: U.S. Military Action in Iran 'Likely at This Stage' as Tensions Rise Feb 20, 2026