Geographic Feature: Peru

Friday, June 12, 2026. PERU ENERGY MARKET: South America's first LNG exporter and modest but strategic global natural gas player. NATURAL GAS PRODUCTION: 2025: 14,769.6 million cubic meters (up from 14,480 in 2024). Primary source: Camisea fields (Blocks 88 & 56). Production stable but constrained by feedgas availability and field maturity. LNG EXPORTS: Peru LNG terminal (Pampa Melchorita): 4.5 mtpa capacity, operating since 2010. 2025 exports: 5,293.6 million cubic meters (up from 5,090 in 2024). Contract structure: ~70% to Mexico's CFE under long-term contracts, balance on spot market. Recent trend: Declines in some periods due to maintenance, technical issues, feedgas constraints. MARKET POSITION: South America's first LNG exporter. Modest global LNG player vs. major exporters (Australia, Qatar, US). Fitch Ratings: Peru LNG S.R.L. IDRs at B, Stable outlook (2025). Liquidity, profitability, leverage tied to operations and LNG market dynamics. STRATEGIC IMPORTANCE: Peru LNG provides Mexico ~70% of its LNG supply under long-term contracts. Camisea fields mature but still productive. No major new discoveries announced. Amazon Basin fields (e.g., Bretana by PetroTal) provide supplementary oil production. CHALLENGES: Feedgas constraints limit export growth. Field maturity requires ongoing investment. Maintenance and technical issues periodically disrupt operations. Spot market exposure creates revenue volatility. THE OUTLOOK: Peru remains stable, modest LNG exporter. Not growth story, maintenance story. Camisea fields continue producing for years but decline curves inevitable. For institutional capital, Peru LNG offers stable cash flows and long-term contracts. Upside limited. BOTTOM LINE: Peru—stable LNG exporter, mature fields, modest growth, long-term contracts, execution risk from maintenance. Defensive energy play in South America. Not frontier opportunity.

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