Mexico Gives Pemex $5 Bln to Pay Debt

By Miguel Gutierrez and Daina Beth Solomon
Wednesday, September 11, 2019

Mexico's government will give state-owned Pemex $5 billion so the world's most indebted oil company can pay off bonds, part of a plan to shore up accounts that also includes refinancing other bonds, the company said on Wednesday.

Pemex, burdened by some $104 billion of debt, has a credit profile rated junk by Fitch and risks a downgrade by Moody's in coming months that would require many institutional investors to sell off billions of dollars of its outstanding paper.

The $5 billion appeared to be in addition to a $4.4 billion contribution to the company, including cash and tax relief, unveiled in the finance ministry's 2020 budget proposal at the weekend.

Pemex said it plans to use the capital for the prepayment of bonds that mature in 2020 and 2023. It also will issue new bonds in maturities of seven, 10 and 30 years to refinance short-term debt. It did not give a value for the new bond placements.

"Proceeds from this transaction will be used to ensure a reduction in the outstanding balance of Pemex's debt," the company said in a statement.

Fitch Ratings Agency said it would rate the new debt as one notch into "junk" status, in line with its rating for existing Pemex debt.

It added that a successful transaction would "bolster Pemex's liquidity profile by reducing short-term debt."

However, Fitch said it views government support, which it estimates could total $9.5 billion this year, as "moderate" given Pemex's ongoing heavy tax burden.

"The company continues to severely underinvest in its upstream business, which could lead to further production and reserves decline," Fitch said.

Mexican President Andres Manuel Lopez Obrador said this week that he sees a brighter future for Pemex as production stabilizes. Pemex has had 14 straight years of slumping output due to a mixture of ageing fields and a lack of investment.

In June, Pemex Chief Financial Officer Alberto Velazquez told Reuters the company planned to refinance $2.5 billion this year.

In a statement, the finance ministry said the capital contribution will have no impact on net public sector debt or on public sector borrowing requirements, the broadest measure of public sector debt.

Finance Minister Arturo Herrera said on Tuesday that the government will "defend the credit rating" of Pemex, assuring the firm has money to invest and to manage its debt profile so it is "more adequate."


(Reporting by Daina Beth Solomon; Editing by David Gregorio and Marguerita Choy)

Categories: Finance Energy Industry News North America Regulations

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