Last winter, Mexico elected a new president who just so happens to be committed to energy reform. The country's oil production has dropped precipitously over the last five years, and many analysts predict that Mexico could wind up a net importer if something doesn't change fast.

Opening the country up to foreign companies like ExxonMobil and Chevron would get the production game going again, but in this video, Fool.com contributor Aimee Duffy talks about some other companies that would be affected by growing production south of the border.

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