I’m not so sure that there will be as quick of a rush down to Mexico as they expect; this feels just like the bait and switch - come develop our fields, we’ll nationalize them as soon as they are producing so we can do this again in 20 years.
Or it is to get more payolla, ahem I mean contributions. They will either get more money from the existing players and drop their threat, er plans, or will invite in new better funded players.
Because of FCPA and the UK Anti-Bribery Statutes there will be few US or UK companies participating. This is the same reason US companies are not represented very well in Iraq or Afghanistan.