It will be interesting to see what is in Mexico, when/if they ever modify their laws to allow genuine commerce.
It’d be interesting to see what is in the US. Recall this administration has shut down much of the Western US, Alaska, and the Gulf of Mexico (Federal Leases).
The mexican recently did change their laws to allow foreign companies to frack on their lands. Pemex just doesn’t have the technology to do it. The Eagle Ford formation doesn’t stop at the border. It just keeps going south. In a couple years you can bet some of the companies in the eagle ford are going to go south of the border. In the meantime the USA is exporting a lot of natural gas south of the border.