Insights
Notes from the Bajío
Short, practical analysis on infrastructure, energy and industry in central Mexico. No noise.
Featured · Thesis
Permitting is no longer the problem
Halfway through Mexico's 2024–2030 National Energy Plan, the binding constraint has moved: from the permit desk to the grid. For industry in the Bajío, that changes which decision has to be made, and when.
September 14, 2026 · 7 min
Read articleHistory
September 15, 2026 · 12 min
It started in León: four cycles of Mexico's electricity grid
Mexico's first electrical installation was a 1.8 kW plant built for a textile mill's own use in Guanajuato, in 1879. One hundred and forty-seven years later, the main opening in the current law is called self-consumption. History does not repeat. The physical constraint does.
Thesis
September 1, 2026 · 8 min
Why the Bajío, and why energy
Industrial demand is not the problem. Nearshoring investment grew 39% in 2025, and northern Mexico's industrial vacancy still multiplied sevenfold. What broke was the infrastructure underneath — and that is where we work.
Events
August 31, 2026 · 8 min
Summit 2026: what German industry and the Bajío put on the table
On 2 September, the BDI, COPARMEX Nacional, the Konrad Adenauer Foundation and the State of Guanajuato opened a Germany–Mexico industrial agenda in Silao. This is the full record of the day: programme, speakers, panels, and the 61-supplier Catalogue.