 We really rely on gas from the U.S. Veronica Irastorza, a former Mexican undersecretary of energy now with FTI Consulting, says Shanebaum is determined to continue the nationalization of Mexican energy production. But without private investment... Mexico's natural gas production is maybe half of what it was in 2010. And it now serves just about a third of the demand. And the rest is gas from Texas, mostly.