CIUDAD MIER, Mexico — Mexico overcame 75 years of nationalist pride to reform its flagging, state-owned oil industry. But as it prepares to develop rich shale fields along the Gulf Coast, and attract foreign investors, another challenge awaits: taming the brutal drug cartels that rule the region and are stealing billions of dollars of oil from pipelines.
Figures released by Petroleos Mexicanos last week show the gangs are becoming more prolific and sophisticated. So far this year, thieves across Mexico have drilled 2,481 illegal taps into state-owned pipelines, up more than one-third from the same period of 2013. Pemex estimates it has lost about 7.5 million barrels, worth $1.15 billion.
Pemex director Emilio Lozoya called the trend “worrisome.”
More than a fifth of the illegal taps occurred in Tamaulipas, the Gulf state neighboring Texas that is a cornerstone for Mexico’s future oil plans. It has Mexico’s largest fields of recoverable shale gas, the natural gas extracted by fracturing rock layers, or fracking.
“The energy reform won’t be viable if we aren’t successful … in solving the problem of crime and impunity,” said Sen. David Penchyna, who heads the Senate Energy Commission. “The biggest challenge we Mexicans have, and I say it without shame, is Tamaulipas.”



