Energy planning

Infrastructure

September 24, 2026 · 4 min

2027: the year Mexico's power system will be tightest

CFE projects the system's reserve margin at 13.2% in 2027, its low point before new capacity arrives. An industrial plant has months, not years, to prepare.

Infrastructure

September 24, 2026 · 4 min

National content: the opportunity Mexico is letting slip

CFE's 2025–2030 plan implies ~22,800 MVA of power transformation, ~13,600 MVAr of compensation and ~54,500 circuit-km of conductor. The local supply chain is not yet ready to deliver it.

Infrastructure

September 24, 2026 · 4 min

Mexico's power bottleneck isn't generation — it's the grid

For every peso CFE's 2025–2030 plan puts into the grid, it puts about 3.5 into generation. For industry, capacity is decided substation by substation.

Regulation

September 22, 2026 · 9 min

The state of energy investment schemes in Mexico (September 2026)

After the 2024 reform and the 2025 laws, the question for investors is no longer whether there is room for private capital, but under which scheme, in which region and at what price. What SENER presented on the Expansion Plan, and what it means for anyone looking to invest.

Thesis

September 14, 2026 · 7 min

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.

Regulation

September 8, 2026 · 6 min

Binding planning: when the State first decides what the country needs

With the 2024–2025 reform, Mexico moved from indicative to binding energy planning: the State defines energy needs and development priorities, and public and private projects align with them.

Regulation

June 16, 2026 · 8 min

CENACE: who runs the grid, and what the law tells it to do

CENACE does not generate, transmit or bill a single kilowatt-hour, yet it decides which plant runs, what price every node settles at and whether a new project gets connected. Mexico's 2025 Electricity Sector Law kept its core and changed three words that matter.

Regulation

May 19, 2026 · 4 min

The Bajío's grid is decided in June

Grid expansion runs on an annual cycle. Those who know the calendar can shape it with data; those who don't find out when the capacity is gone.