RE:MigrationHey ferret,
https://www.proceso.com.mx/588282/cancelan-busqueda-de-socios-para-pemex-en-exploracion-y-extraccion
This is the only link I found on the subject. This was discussed, but no formal cancellation has been in the cards. The Pemex website is also down.
Here's the most relevant news from CNN regarding all Pemex noticias. Feel free to google translate to get the gist.
https://cnnespanol.cnn.com/tag/pemex/
I agree. Not the best news, but I'm still confident in the credit rating hit to shake up the board a little before making anything formal.
The only other factor I could consider is that the big investor is cancelling all contracts, taking a hit now, restructuring, and then will pick their pony to run operations. We know Lukoil has their money on ROE, so this has become an interesting, but volatile and uncertain, play.