Pablo Medina 🛢

🇲🇽 - @welligence founding team - energy analytics

[Pablo Medina 🛢 @PabloWelligence]

1. 🇲🇽💡@Welligence analiza el futuro de @Pemex: Con una deuda neta de US$106 mil millones al cierre de 2023, es clave una evolución total. Nuestro plan de desinversión apunta a un cambio en la gestión de activos. 🔄 #RenovarPemex

[Nike @Nike]

It was all going to plan until instincts took over…

Rip The Script

[Pablo Medina 🛢 @PabloWelligence]

@Cryptoinvests2 @AduItito @Cat_lucy1 La gente que revienta la música en espacios públicos carecen de cualquier decencia. El pensar que es normal molestar al resto de la gente con tu elección personal demuestra bastante tu condición. Cuánto te cuesta usar audífonos? Ella tiene razón.

[Pablo Medina 🛢 @PabloWelligence]

@EnergyCredit1 @leopoldasch Cuales siguen?

[Pablo Medina 🛢 @PabloWelligence]

@jorgegogdl @emeequis Obviamente es falso! Cualquiera puede comprarse una réplica china. Esto no significa nada - 31,000 pesos es bastante en México, más si eres de Morena.

[León Barrena Rodríguez & Partners LLP @lbrglobal]

The 4-hour window between the CNN leak and Maru Campos’ video appears to be a synchronized deployment. While Harfuch’s response was a defensive, boilerplate retreat into "sovereignty" rhetoric, Campos’ message was a proactive assertion.

It's likely she is positioning herself as the functional, result-oriented alternative to a federal security apparatus that the U.S. has just signaled is either compromised or incompetent.

Campos’ defiance suggests she could be operating under U.S. diplomatic and security guarantees. She is now the lead actor in the "state-level defiance" strategy: a northern governor who provides the "results" Washington demands while technically adhering to a legalistic script.

This creates a challenging maneuver for the Sheinbaum administration: the U.S. is delegitimizing the center (Harfuch/Morena) through controlled leaks while simultaneously bolstering regional leaders who are willing to "play ball" on security.

This is the open phase of the escalation pathway we predicted. The U.S. is systematically stripping the federal government of its security monopoly. Harfuch’s reactive stance reveals a leader who has lost the initiative and potentially his "American-friendly" credentials, while Maru’s calculated "firmness" signals that the U.S. has found its viable opposition.

The U.S. is signaling that if Mexico City does not deliver, Washington will find and protect someone who will by bypassing and empowering Chihuahua and other states to break Sheinbaum’s grip.

The fragmentation of the Morena project is now an active operation.

[Pablo Medina 🛢 @PabloWelligence]

Viva la ineptitud

[Azucena Uresti @azucenau]

🚨La SCJN avala el acuerdo que prohíbe reprobar a alumnos de educación básica en México.

​Esta normativa aplica para todas las escuelas públicas y privadas del país.

[Pablo Medina 🛢 @PabloWelligence]

@EnigmaFund @sergio_tesla_ 84% of residence permits (218K) in 2023 came through CPLP and manifestação de interesse.

The small high-skill cohort that came through the proper visa, paid taxes, bought property, now waits years for AIMA appointments. Wrong cohort, wrong fight. It's wild people mix this up.

[Pablo Medina 🛢 @PabloWelligence]

@psantacl The political fight in Portugal: end the Golden Visa to fix housing.

GV in 2023: 2,901 people. CPLP and manifestação de interesse: 184,000.

One is the entire integration debate. The other is who they spent two years legislating against. Not the same group.

[Pablo Medina 🛢 @PabloWelligence]

Because of "heat" - si claro!

[Bloomberg @business]

Schools in Mexico will end the academic year on June 5, about 40 days earlier than planned, because of a combination of extreme temperatures and the World Cup https://t.co/ILH5uSauc0

[Aristocratic Fury @LandsknechtPike]

A reminder that Portuguese ruled Hormuz from 1515 to 1622.

This depiction of Portuguese in Hormuz from c. 1540 shows them eating in the water due to hot weather.

The inscription says: "Portuguese people of Hormuz who are eating in water because the land is very hot"

[Pablo Medina 🛢 @PabloWelligence]

@hispanicnomad This applies to the Left. It is undeniable that LatAm's problem is inequality. You literally have the highest concentration of PJs in the world after the US in 🇲🇽🇧🇷 . How do you sell modernization when the avg person sees little upside? The poor believe in your Chavez/Lula/AMLOs.

[Bloomberg @business]

The US military is reviving its jungle training school in Panama after a 25-year hiatus. It's part of President Donald Trump's aggressive push to secure "American dominance" in the region https://t.co/kicsGLe76d

[Pablo Medina 🛢 @PabloWelligence]

@aldsv24 @hanyusprings @alelalinde1 @calvinfroedge There isn't a single soul in any of those schools that fails to pass the TOEFL/Cambridge.

[Brian Winter @BrazilBrian]

"Why doesn't Latin America grow faster?"

[Pablo Medina 🛢 @PabloWelligence]

@JPSpinetto @FIFAWorldCup @fifaworldcup_es Y mejor comida!

[Pablo Medina 🛢 @PabloWelligence]

@mageeclegg And funnily enough a good chunk of that top 1% are actually dual-American citizens choosing to live in their "home country".

[Pablo Medina 🛢 @PabloWelligence]

@levelsio @imidaily Exceptions will be made in courts. These are just meant so that the avg person won't be bothered - and by this you can clearly define the type of immigrant mostly affected. You guys just need cunha!

[Pablo Medina 🛢 @PabloWelligence]

@zagrebbi That's the top school in the country - similar cases in most Central America. You can clearly infer where people come from via their last names, plus most of those kids I assure you are US citizens already.

[Pablo Medina 🛢 @PabloWelligence]

@calvinfroedge Getting Central American elites into US colleges is foreign policy. Embassies are close to the admissions ecosystem for good reason. These families are already tied to the US, often citizens. Undergrad is what matters, everyone goes US for masters anyway.

[Bloomberg @business]

Pemex posted its third straight quarterly loss as surging global oil prices failed to boost the debt-laden oil giant’s finances amid slumping production and refineries that are bleeding cash https://t.co/rDJQRfXVz3