IDEAS home Printed from https://ideas.repec.org/a/gam/jresou/v14y2025i1p18-d1571916.html
   My bibliography  Save this article

Determining Priority Areas for the Technological Development of Oil Companies in Mexico

Author

Listed:
  • Tatyana Semenova

    (Department of Industrial Economics, Empress Catherine II Saint Petersburg Mining University, 2, 21st Line, 199106 Saint Petersburg, Russia)

  • Juan Yair Martínez Santoyo

    (Department of Industrial Economics, Empress Catherine II Saint Petersburg Mining University, 2, 21st Line, 199106 Saint Petersburg, Russia)

Abstract

The technological development of oil companies in Mexico is essential for ensuring their economic sustainability. A mechanism for the effective management of the technological development of oil companies, and the industry as a whole, is to determine its priority areas. This article provides a calculation for the choice of planning directions for the development of the oil sector in Mexico and related studies. Currently, the most promising technologies are offshore drilling and production. To achieve the study goals, we analyzed the patent activity of the oil sector. The results showed an unfavorable trend: the number of private and public patents in Mexico is decreasing. For example, from 2017 to 2023, the number of patents for offshore technologies decreased by more than 10 times. This dynamic significantly hinders the development of the oil industry. Despite the general measures taken within the framework of energy policy, the volume of oil production is constantly declining. Thus, in order to ensure the continued reproduction potential of the oil sector, it is necessary to take into account the importance of research and development. The innovation rating of the Mexican Petroleum Institute, a state-funded research center for the hydrocarbon sector, has been declining, having fallen by more than 50% from 102 international patents in 2014 to 40 in 2024. Today, the Mexican Institute of Petroleum is in the 48th percentile in terms of research performance among research institutes. The present authors’ approach considers that the intensification of technological development, which is costly, should not be an end in itself but rather an important means of increasing the efficiency of the integrated activities of oil companies. To integrate the patent-technological component of the strategic planning of oil companies, the concept of sub-potentials is proposed. The potential for the functioning and development of an oil enterprise from the point of view of the systems approach is decomposed into the sub-potentials of reproduction, defense, management, and reserve, which, under adverse conditions, can transition to the sub-potentials of threat and containment. An important task is to determine these transition points. The patent-technological component is taken into account in the sub-potential of reproduction. The remaining components of company development are taken into account within the framework of other sub-potentials, which are not discussed in detail in this article. At the same time, due to the unified conceptual approach, the integration of goals and objectives for technological development into a single economic and socio-ecological strategy for oil enterprises is ensured, which is the most effective approach to ensure their sustainable development. The dynamics of patent generation are an important factor in assessing the technological component and, in general, the effectiveness of projects in the energy sector.

Suggested Citation

  • Tatyana Semenova & Juan Yair Martínez Santoyo, 2025. "Determining Priority Areas for the Technological Development of Oil Companies in Mexico," Resources, MDPI, vol. 14(1), pages 1-27, January.
  • Handle: RePEc:gam:jresou:v:14:y:2025:i:1:p:18-:d:1571916
    as

    Download full text from publisher

    File URL: https://www.mdpi.com/2079-9276/14/1/18/pdf
    Download Restriction: no

    File URL: https://www.mdpi.com/2079-9276/14/1/18/
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Lim, Chansu & Lee, Jongsu, 2020. "An analysis of the efficiency of the oil refining industry in the OECD countries," Energy Policy, Elsevier, vol. 142(C).
    2. Dmitry A. Radushinsky & Egor O. Zamyatin & Alexandra I. Radushinskaya & Ivan I. Sytko & Ekaterina E. Smirnova, 2024. "The Performance and Qualitative Evaluation of Scientific Work at Research Universities: A Focus on the Types of University and Research," Sustainability, MDPI, vol. 16(18), pages 1-26, September.
    3. Jong-Hyun Kim & Yong-Gil Lee, 2020. "Patent Analysis on the Development of the Shale Petroleum Industry Based on a Network of Technological Indices," Energies, MDPI, vol. 13(24), pages 1-15, December.
    4. Maiquiel Schmidt de Oliveira & Mauro Lizot & Hugo Siqueira & Paulo Afonso & Flavio Trojan, 2023. "Efficiency Analysis of Oil Refineries Using DEA Window Analysis, Cluster Analysis, and Malmquist Productivity Index," Sustainability, MDPI, vol. 15(18), pages 1-19, September.
    5. Blind, Knut & Krieger, Bastian & Pellens, Maikel, 2022. "The interplay between product innovation, publishing, patenting and developing standards," Research Policy, Elsevier, vol. 51(7).
    6. Rojo-Suárez, Javier & Alonso-Conde, Ana B. & Gonzalez-Ruiz, Juan David, 2024. "Does sustainability improve financial performance? An analysis of Latin American oil and gas firms," Resources Policy, Elsevier, vol. 88(C).
    7. Husam Arman & Simona Iammarino & J Eduardo Ibarra-Olivo & Neil Lee, 2022. "Systems of innovation, diversification, and the R&D trap: A case study of Kuwait [Building Technological Capability in the Less Developed Countries: The Role of a National System of Innovation]," Science and Public Policy, Oxford University Press, vol. 49(2), pages 179-190.
    8. Jong-Hyun Kim & Yong-Gil Lee, 2020. "Progress of Technological Innovation of the United States’ Shale Petroleum Industry Based on Patent Data Association Rules," Sustainability, MDPI, vol. 12(16), pages 1-17, August.
    9. Tatyana Semenova & Juan Yair Martínez Santoyo, 2024. "Increasing the Sustainability of the Strategic Development of Oil Producing Companies in Mexico," Resources, MDPI, vol. 13(8), pages 1-37, August.
    10. Tatyana Kukharova & Alexander Martirosyan & Mir-Amal Asadulagi & Yury Ilyushin, 2024. "Development of the Separation Column’s Temperature Field Monitoring System," Energies, MDPI, vol. 17(20), pages 1-23, October.
    11. Aguiar-Hernandez, Carlos & Breetz, Hanna L., 2024. "The adverse effects of political instability on innovation systems: The case of Mexico's wind and solar sector," Technovation, Elsevier, vol. 136(C).
    12. Yurii Vasilev & Polina Vasileva & Olga Batova & Anna Tsvetkova, 2024. "Assessment of Factors Influencing Educational Effectiveness in Higher Educational Institutions," Sustainability, MDPI, vol. 16(12), pages 1-16, June.
    13. Amy Myers Jaffe & Zdenka Myslikova & Qi Qi & Fang Zhang & Soyoung Oh & Jareer Elass, 2023. "Green innovation of state-owned oil and gas enterprises in BRICS countries: a review of performance," Climate Policy, Taylor & Francis Journals, vol. 23(9), pages 1167-1181, October.
    14. Hailemariam, Abebe & Ivanovski, Kris & Dzhumashev, Ratbek, 2022. "Does R&D investment in renewable energy technologies reduce greenhouse gas emissions?," Applied Energy, Elsevier, vol. 327(C).
    15. Zhang, Yuan & Zhang, Huaqiao & Ullah, Mirzat & Nazir, Sidra & Chun, Zhong, 2024. "Intellectual property protection in the oil, gold sectors and mineral resources rent on indigenous populations: Preserving innovation and value," Resources Policy, Elsevier, vol. 95(C).
    16. Rui Yang & Xin An & Yingwen Chen & Xiuli Yang, 2023. "The Knowledge Analysis of Panel Vector Autoregression: A Systematic Review," SAGE Open, , vol. 13(4), pages 21582440231, December.
    17. Wang, Qiang & Li, Shuyu & Pisarenko, Zhanna, 2020. "Heterogeneous effects of energy efficiency, oil price, environmental pressure, R&D investment, and policy on renewable energy -- evidence from the G20 countries," Energy, Elsevier, vol. 209(C).
    18. Caglar, Abdullah Emre & Daştan, Muhammet & Avci, Salih Bortecine, 2024. "Persistence of disaggregate energy RD&D expenditures in top-five economies: Evidence from artificial neural network approach," Applied Energy, Elsevier, vol. 365(C).
    19. Pazouki, Azadeh & Zhu, Xiaoxian, 2022. "The dynamic impact among oil dependence volatility, the quality of political institutions, and government spending," Energy Economics, Elsevier, vol. 115(C).
    20. Elyas Abdulahi Mohamued & Masood Ahmed & Paula Pypłacz & Katarzyna Liczmańska-Kopcewicz & Muhammad Asif Khan, 2021. "Global Oil Price and Innovation for Sustainability: The Impact of R&D Spending, Oil Price and Oil Price Volatility on GHG Emissions," Energies, MDPI, vol. 14(6), pages 1-18, March.
    21. González-López, Rafael & Giampietro, Mario, 2018. "Relational analysis of the oil and gas sector of Mexico: Implications for Mexico's energy reform," Energy, Elsevier, vol. 154(C), pages 403-414.
    22. Niu, Hongli, 2021. "Correlations between crude oil and stocks prices of renewable energy and technology companies: A multiscale time-dependent analysis," Energy, Elsevier, vol. 221(C).
    23. Alessandri, Enrico, 2023. "Identifying technological trajectories in the mining sector using patent citation networks," Resources Policy, Elsevier, vol. 80(C).
    24. Yao, Yue & Sun, Deqiang & Xu, Jin-Hua & Wang, Bin & Peng, Guohong & Sun, Bingmei, 2023. "Evaluation of enhanced oil recovery methods for mature continental heavy oil fields in China based on geology, technology and sustainability criteria," Energy, Elsevier, vol. 278(PB).
    25. He, Siyi & Liu, Jinsong & Ying, Qianwei, 2023. "Externalities of government-oriented support for innovation: Evidence from the national innovative city pilot policy in China," Economic Modelling, Elsevier, vol. 128(C).
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Sergey Galevskiy & Tatyana Ponomarenko & Pavel Tsiglianu, 2025. "The Impact of Self-Sufficiency in Basic Raw Materials of Metallurgical Companies on Required Return and Capitalization: The Case of Russia," JRFM, MDPI, vol. 18(6), pages 1-17, June.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Özbek, Sefa & Naimoğlu, Mustafa, 2025. "The effectiveness of renewable energy technology under the EKC hypothesis and the impact of fossil and nuclear energy investments on the UK's Ecological Footprint," Energy, Elsevier, vol. 322(C).
    2. Jong-Hyun Kim & Yong-Gil Lee, 2021. "Factors of Collaboration Affecting the Performance of Alternative Energy Patents in South Korea from 2010 to 2017," Sustainability, MDPI, vol. 13(18), pages 1-25, September.
    3. Rajendran, Rajitha & Krishnaswamy, Jayaraman & Subramaniam, Nava & Viswanathan, P.K., 2025. "Renewable R&D investments and carbon emissions in G7 countries: The mediating roles of technology and economic efficiency," Utilities Policy, Elsevier, vol. 94(C).
    4. Esmaeili, Parisa & Rafei, Meysam & Salari, Mahmoud & Balsalobre-Lorente, Daniel, 2024. "From oil surges to renewable shifts: Unveiling the dynamic impact of supply and demand shocks in global crude oil market on U.S. clean energy trends," Energy Policy, Elsevier, vol. 192(C).
    5. Dmitry Pervukhin & Dmitry Kotov & Vyacheslav Trushnikov, 2024. "Development of a Conceptual Model for the Information and Control System of an Autonomous Underwater Vehicle for Solving Problems in the Mineral and Raw Materials Complex," Energies, MDPI, vol. 17(23), pages 1-25, November.
    6. Xinxin Liu & Nan Li & Feng Liu & Hailin Mu & Longxi Li & Xiaoyu Liu, 2021. "Optimal Design on Fossil-to-Renewable Energy Transition of Regional Integrated Energy Systems under CO 2 Emission Abatement Control: A Case Study in Dalian, China," Energies, MDPI, vol. 14(10), pages 1-25, May.
    7. Degirmenci, Tunahan & Yavuz, Hakan, 2024. "Environmental taxes, R&D expenditures and renewable energy consumption in EU countries: Are fiscal instruments effective in the expansion of clean energy?," Energy, Elsevier, vol. 299(C).
    8. Yunpeng Sun & Ruoya Jia & Asif Razzaq & Qun Bao, 2023. "RETRACTED ARTICLE: Drivers of China’s geographical renewable energy development: evidence from spatial association network structure approaches," Economic Change and Restructuring, Springer, vol. 56(6), pages 4115-4163, December.
    9. Elias Carayannis & Pantelis Kostis & Hasan Dinçer & Serhat Yüksel, 2024. "Quality Function Deployment-Oriented Strategic Outlook to Sustainable Energy Policies Based on Quintuple Innovation Helix," Journal of the Knowledge Economy, Springer;Portland International Center for Management of Engineering and Technology (PICMET), vol. 15(2), pages 6761-6779, June.
    10. repec:osf:socarx:nftv3_v1 is not listed on IDEAS
    11. Mucahit Aydin & Tunahan Degirmenci, 2024. "The impact of clean energy consumption, green innovation, and technological diffusion on environmental sustainability: New evidence from load capacity curve hypothesis for 10 European Union countries," Sustainable Development, John Wiley & Sons, Ltd., vol. 32(3), pages 2358-2370, June.
    12. Yu, Jian & Liu, Peng & Fu, Dahai & Shi, Xunpeng, 2023. "How do power shortages affect CO2 emission intensity? Firm-level evidence from China," Energy, Elsevier, vol. 282(C).
    13. Meng Qin & Hongfang Jiang & Lidong Pang & Chiwei Su, 2025. "Is Oil Really a Stumbling Block to Environmental Sustainability? From the Price Perspective," Sustainability, MDPI, vol. 17(5), pages 1-17, February.
    14. Ziyue Ma & Xiaofang Wang & Jinguang Yang & Wei Wang & Wenyang Shao & Xiaowu Jiang, 2021. "Acid Corrosion Analysis in the Initial Condensation Zone of a H 2 O/CO 2 Turbine," Energies, MDPI, vol. 14(11), pages 1-14, June.
    15. Pata, Ugur Korkut & Kartal, Mustafa Tevfik & Erdogan, Sinan & Sarkodie, Samuel Asumadu, 2023. "The role of renewable and nuclear energy R&D expenditures and income on environmental quality in Germany: Scrutinizing the EKC and LCC hypotheses with smooth structural changes," Applied Energy, Elsevier, vol. 342(C).
    16. Andrey V. Lychev & Svetlana V. Ratner & Vladimir E. Krivonozhko, 2023. "Two-Stage Data Envelopment Analysis Models with Negative System Outputs for the Efficiency Evaluation of Government Financial Policies," Mathematics, MDPI, vol. 11(24), pages 1-21, December.
    17. Khezri, Mohsen & Mamkhezri, Jamal & Heshmati, Almas, 2024. "Exploring non-linear causal nexus between economic growth and energy consumption across various R&D regimes: Cross-country evidence from a PSTR model," Energy Economics, Elsevier, vol. 133(C).
    18. Reza Rezaee, 2022. "Editorial on Special Issues of Development of Unconventional Reservoirs," Energies, MDPI, vol. 15(7), pages 1-9, April.
    19. Wojciech Gis & Maciej Gis & Jacek Pielecha & Kinga Skobiej, 2021. "Alternative Exhaust Emission Factors from Vehicles in On-Road Driving Tests," Energies, MDPI, vol. 14(12), pages 1-23, June.
    20. Fubiao Zhu & Delin Zhuang & Shengwu Jin & Lingling Gao & Rui Chen, 2022. "Effects of air pollution on regional innovation and the mediator role of health: Evidence from China," Growth and Change, Wiley Blackwell, vol. 53(2), pages 628-650, June.
    21. Xiangyi Lu & Jianzhong Xiao & Xiaolin Wang & Le Wen & Jiachao Peng, 2025. "Government regulation and China's natural gas price distortion: A sectoral perspective," Natural Resources Forum, Blackwell Publishing, vol. 49(1), pages 725-747, February.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:gam:jresou:v:14:y:2025:i:1:p:18-:d:1571916. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: MDPI Indexing Manager (email available below). General contact details of provider: https://www.mdpi.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.