The 15 welfare hubs as of October 2026: one inaugurated, six under way, eight on paper

Bajío Ventures · October 2026 · The welfare hubs, one by one

The welfare development hubs (Polos de Desarrollo Económico para el Bienestar, PODECOBI) are the territorial piece of Plan México. Each hub is state-owned land, declared by the Ministry of Economy in the Diario Oficial de la Federación (DOF), where companies that set up receive federal tax incentives. The target the government set when it launched them, on 26 June 2025, was investment equal to 1.5% of GDP and 300,000 formal jobs.

This piece opens a series with one fact sheet per hub. Here is the full map, with the figure that matters most to us as energy investors: how many megawatts each one has.

What changed since June 2025

The original announcement listed 15 hubs in 14 states. The current list also has 15, but it is not the same:

• Tlaxcoapan, Hidalgo, dropped out. It never had a PODECOBI declaration. It was declared under a different scheme, SEMARNAT’s circular-economy hubs, as “Parque Hidalgo” (275.1 ha, DOF of 1 August 2025). In the consultation of 14 December 2025, 8.8% of the electoral roll voted; 63.1% of responses were “No”. The declaration was repealed on 23 July 2026.
• Cancún came in. The Cancún Financial and Technology District was declared on 7 August 2026. A month later, the President said the site “has not been approved” because it lies in jungle.
• No second round. On 16 April 2026, Minister Marcelo Ebrard said “five more” would be announced. As of 9 October 2026 there are no names and no new declarations in the DOF.

The 15 hubs

#	Hub	State	Area	DOF	Progress (Proyectos México, Aug-2026)	Published MW
1	Seybaplaya I	Campeche	99.99 ha	30-Jun-2025	Pre-investment	6
2	San Jerónimo	Chihuahua	60.32 ha	30-Jun-2025	Pre-investment	up to 20
3	Reserva Zapotlán	Hidalgo	910.82 ha	30-Jun-2025	Execution	20
4	Capital de la Tecnología y la Sostenibilidad	Puebla	217.68 ha	1-Jul-2025	Execution	no data
5	Chetumal	Quintana Roo	87.80 ha	1-Jul-2025	Pre-investment	up to 21.5
6	Parque Industrial Bajío	Michoacán	342.08 ha	7-Jul-2025	Execution	12.9
7	Puerta Logística del Bajío	Guanajuato	52.41 ha	21-Jul-2025	Execution	no data
8	Nezahualcóyotl	State of Mexico	68.37 ha	7-Aug-2025	Pre-investment	5–7.7
9	Huamantla	Tlaxcala	53 ha	14-Aug-2025	Inaugurated (12-Apr-2026)	8
10	Tuxpan	Veracruz	235.10 ha	26-Aug-2025	Pre-investment	4
11	Durango (CLID)	Durango	315.42 ha	26-Aug-2025	Execution	up to 8.6
12	Hermosillo	Sonora	546.46 ha	26-Aug-2025	Pre-investment	7 (SENER) / 220 (Proyectos México)
13	Altamira	Tamaulipas	1,637.78 ha	21-Oct-2025	Pre-investment	no data
14	Topolobampo	Sinaloa	277.58 ha	20-Mar-2026	Pre-investment	up to 10
15	Distrito Financiero y Tecnológico de Cancún	Quintana Roo	60.76 ha	7-Aug-2026	Pre-investment	no data

The MW figures come from the SENER opinion in each declaration or from the Proyectos México sheet. They are the capacity the government recognises as available, not future demand.

The incentives, in one line

The 22 May 2025 decree grants two things, for tax years 2025 to 2030:

• A 100% immediate deduction of investment in new fixed assets, acquired from the signing of the agreement between the Ministry of Economy and the state until 30 September 2030.
• An additional 25% deduction on the increase in spending on training (with dual education authorised by the SEP) or on innovation.

There is no income-tax (ISR) exemption. Profits from the hub are calculated separately and cannot be combined with the general Plan México decree of 21 January 2025. An amendment of 31 July 2025 also allows some procedures to be completed after operations start, with a sworn statement.

What the map shows

1. One inaugurated. Only Huamantla has opened, on 12 April 2026. The six hubs the government announced would start works in the first quarter of 2026 (Durango, Zapotlán, Huamantla, Celaya, Michoacán and Puebla) are listed as “in execution”, but in Celaya works moved to 2027 and in Michoacán the environmental permit is still pending.

2. The land is state-owned; the capital is private. All the sites belong to the states. In December 2025 the Ministry of Economy announced “more than USD 4,490 million” for the first six, but most of it is committed private investment, not federal spending. Nafin finances site development; Banobras, last-mile connections.

3. Energy is the weakest data point. Four hubs publish no megawatts. Those that do rarely exceed 20 MW. Tuxpan has 4 MW for 235 ha; Huamantla, 8 MW for USD 540 million of announced investment. Hermosillo shows the problem most clearly: the SENER opinion in the DOF says 7 MW and the Proyectos México sheet, 220 MW.

4. The programmes get confused. Other “polos” exist that are not PODECOBI: SEMARNAT’s circular-economy hubs (San José Chiapa, Atlangatepec, Puerto Morelos) and the welfare development hubs of the Interoceanic Corridor (Arriaga, Teapa), with their own decree. Several press reports mix them up.

Our view

The programme has settled the legal side: declarations, agreements and incentives are published. What is missing is the physical side: substations, gas pipelines, access roads and water. In almost every hub, the published power capacity is enough for a handful of mid-size plants, not for the full park.

For an infrastructure investor, that defines where the work is. On-site generation, storage, gas and early agreements with CFE for grid connection will decide which hubs fill up and which stay on paper. In the Bajío, the case that interests us most is Michoacán, because of its direct link to Guanajuato: we cover it in a separate piece.

Sources: Proyectos México, welfare development hubs · DOF, tax-incentive decree, May-2025 · DOF, guidelines, May-2025 · DOF, decree amendment, Jul-2025 · DOF, repeal of the Parque Hidalgo hub, Jul-2026 · DOF, Cancún declaration, Aug-2026 · Eje Central, programme targets, Jun-2025 · La Silla Rota, the six hubs of 2026, Dec-2025 · Mexico Industry, financing of the hubs, Dec-2025 · El Universal, Ebrard on “five more”, Apr-2026 · Quadratín, Huamantla inauguration, Apr-2026 · Greenberg Traurig, circular-economy hubs, Aug-2026 · Plano Informativo, Sheinbaum on Cancún, Sep-2026

Bajío Ventures — a Mexican energy-infrastructure investment group based in Guanajuato.