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

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.