16. Mexico’s Water Crunch, Q1 Corporate Pulse, and telco law fight

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Recorded01 May 2025

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Show notes

In this week’s episode, we tackle Mexico’s growing water crisis, interviewing Cole Frates, Co-Founder of Renewable Resources Group (RRG), on opportunities for agricultural water innovation, and Rosario Sánchez of Texas A&M on the challenges of meeting the 1944 U.S.-Mexico water treaty. We also break down Q1 earnings from top Mexican companies—highlighting soft growth among consumer names, rising margin pressure, and how Trump’s immigration crackdown is affecting Volaris. Finally, we unpack the latest telecom regulations and what they mean for the sector.Try Whitepaper 30 days free

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