Thesis
October 11, 2026 · 9 min
Twenty million: the North American regions the size of the Bajío-Occidente
The Bajío-Occidente is home to 22.1 million people. North America has only a handful of regions that size: greater Mexico City, the Texas Triangle, Southern California, New York, Florida and the Québec City–Windsor Corridor, plus Guatemala and Hispaniola. With the same number of people, the Texas Triangle produces six times more per person.
Sustainable development
October 10, 2026 · 8 min
Agenda 2030 in the Bajío–Centro-Occidente: four years to go
Eleven of fifteen years on, poverty fell in all six states, but formal employment did not move, lack of health access rose everywhere and 91 of 146 aquifers have no water available. Distributed generation doubled. One table with a source and year for every figure.
Market
October 9, 2026 · 5 min
The Puerta Logística del Bajío hub, Guanajuato: a rail node still waiting for works
52.41 ha next to Honda's plant in Celaya, with access to Ferromex and CPKC and MXN 2,500 million committed for phase 1. Guanajuato Puerto Interior now points to a construction start in Q2 2027, not Q1 2026.
Thesis
October 9, 2026 · 8 min
The Michoacán hub and Guanajuato: one corridor
Parque Industrial Bajío is in Michoacán, but its labour market, its basin and its rail outlet face Guanajuato: Acámbaro is 46 km away and Celaya 111 km along the same CPKC line. With the Celaya hub, it forms a pair on a single line. No government has framed it that way.
Sustainable development
October 7, 2026 · 9 min
The Bajío states and the 2030 Agenda
Five states, five ways to put the SDGs into practice. Three charge per tonne of CO₂, at different prices. Two have a net-zero emissions target. Only one has an energy ministry. Water is the weak point of all five. And there is no regional table.
Infrastructure
September 29, 2026 · 5 min
Guanajuato's stake in the passenger train: stations, money and industry
Guanajuato does not pay for the train; the federal government does. Guanajuato's role is to be where the train stops: 11 planned stations across three lines. What the state gains depends on what gets built around them.
Infrastructure
September 28, 2026 · 6 min
The new Mexico City–Querétaro–Irapuato train: the logic and the money
The federal government is building 340 km of new double-track passenger railway from Mexico City to Irapuato for about MXN 191 billion, and plans another 303 km to Guadalajara for MXN 127.5 billion. What changed since 2014, and what to check before relying on the numbers.
Market
September 27, 2026 · 7 min
Bajío industrial parks: occupancy and the pace of construction in 2026
Vacancy in the Bajío rose from 3–4% to a 4–6% range, and construction opened the year at a record pace before cooling. This is not deterioration but normalisation after the nearshoring peak. What sets a park apart is no longer free space, but the power it can deliver.
History
September 27, 2026 · 12 min
Who settled the Bajío: 2,600 years told from its cities
The Bajío has filled up and emptied out more than once. Preclassic farmers settled it first; around the year 1000 they abandoned it; silver and wheat repopulated it in the 16th century; by 1803 it was the densest region of New Spain. Today León, Querétaro, San Luis Potosí and Aguascalientes are home to more than five million people, and the order among them is shifting.
Infrastructure
September 20, 2026 · 5 min
The Bajío runs on petroleum fuels: where they come from and what they are used for
Almost everything produced and moved along the León–Querétaro corridor depends on gasoline, diesel or LPG. A refinery in the middle of the region does not guarantee supply, and the traceability of every litre is now a compliance issue.
Thesis
September 19, 2026 · 6 min
The Bajío is heating up: temperature, power demand and what Mexico's hottest cities teach
León has already passed 40 °C and Mexico's grid set a new demand record in July 2026. The Bajío is not Mexicali, but it has less subsidy, less margin and a peak at eight in the evening.
Thesis
September 16, 2026 · 5 min
The Bajío's air: three problems, three maps
Salamanca breathes sulphur dioxide, Celaya breathes particulates, and ozone is rising across the whole corridor. It is not one air-quality problem, and each one has its own investment.
History
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.
History
September 6, 2026 · 9 min
Germany in the Bajío: two centuries of technique, half a century of capital
At the September 2 Summit, the Guanajuato government counted nearly 70 German projects and some USD 4 billion. Almost all of it postdates 1973. Before that, Germany had spent two centuries in the Bajío supplying something else: knowledge.
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.
Environment
July 21, 2026 · 5 min
Cars and the air we breathe in the Bajío
León had 69 days with particulates above the standard in 2024, and Celaya reached a purple alert in 2025. Cars do not explain everything, but they dominate carbon monoxide, nitrogen oxides and ozone.
Thesis
July 7, 2026 · 5 min
The Laja River: water, energy and farming in northern Guanajuato
The Upper Laja River aquifer has 62 hm³ a year more water under concession than it recharges. In northern Guanajuato, a project that produces energy but uses more water is not viable. Five agri-energy models and the rules for doing them right.
History
June 30, 2026 · 7 min
The Manila Galleon, silver and Guanajuato: the first global supply chain ran through the Bajío
For 250 years, silver from Guanajuato's veins crossed the Pacific on the Manila Galleon and ended up paying taxes in Ming China. The Bajío has been the first link in a global chain before. The question then is the question now: where does the value stay?
Market
June 25, 2026 · 5 min
15 versus 19: the tariff that separates a Japanese car made in Japan from one made in the Bajío
Since September 2025 a Japanese car built in Japan pays 15% to enter the United States. The same kind of car built in the Bajío pays on average about 19%. The gap already shows in 2025 output and exports.
Market
June 18, 2026 · 5 min
150 Japanese companies: the Bajío supply base
Behind every Japanese assembly plant in the Bajío stand dozens of suppliers. Guanajuato counts about 150 Japanese companies. The base is changing its mix: labour-intensive wire harnesses leave, motor cores and steel arrive.
Market
June 11, 2026 · 5 min
The Bajío's Japanese automakers by the numbers
In 2025 Japanese brands built one in three light vehicles made in Mexico. Six Bajío plants produced 1.1 million units, 28% of the national total. Two of them already run above 90% of capacity.
History
June 4, 2026 · 5 min
Forty years of Japan in the Bajío: from Aguascalientes to Apaseo el Grande
In March 2026 Nissan closed CIVAC, its first plant in Mexico, and moved the output to Aguascalientes. The closure sums up forty years: the centre of gravity of Japan's auto industry in Mexico has moved to the Bajío.
Thesis
March 24, 2026 · 7 min
Where the Bajío lives in the United States
Texas is the first destination for migrants from all four Bajío states: it holds about 44% of their consular ID cards, double its share among Mexicans as a whole. San Luis Potosí sends two out of three there; Aguascalientes spreads across Texas, California, Illinois, Colorado and Oklahoma.
Environment
March 10, 2026 · 5 min
Four states, three models: how to prepare a project an environmental fund will actually finance
Environmental money exists in three of the four Bajío states, but each fund rewards a different applicant and project. A comparison, which fund for what, and seven steps to a fundable project.
History
February 3, 2026 · 5 min
The Mexican Central Railway: the line that made the Bajío
In March 1884 the Mexican Central tied Mexico City to the border at El Paso along the old Camino Real. Irapuato became a junction, and the station towns of that era are today's industrial cities.
Environment
January 13, 2026 · 5 min
FOAM: how Guanajuato funds its municipalities' environmental projects
Since 2000, part of what drivers pay for their emissions-test sticker in Guanajuato has funded garbage trucks, emissions inventories and municipal solar panels. This is how FOAM works.
All topics
- #PublicPolicy 29
- #Guanajuato 26
- #Investment 24
- #PowerGrid 24
- #Industry 23
- #IndustrialParks 21
- #Logistics 16
- #UnitedStates 13
- #Environment 12
- #Permitting 12
- #SupplyChain 10
- #CFE 10
- #NaturalGas 9
- #Querétaro 9
- #BajaCalifornia 8
- #EnergyPlanning 8
- #Germany 7
- #SDGs 7
- #Rail 7
- #Financing 7
- #AI 7
- #Nearshoring 7
- #TechSovereignty 7
- #Aguascalientes 6
- #EnergyStorage 6
- #SelfSupply 6
- #China 6
- #Jalisco 6
- #Fuels 6
- #CENACE 5
- #Japan 5
- #Solar 5
- #EnergyTransition 5
- #Water 4
- #Interconnection 4
- #SanLuisPotosí 4
- #AirQuality 3
- #Electromobility 3
- #Migration 3
- #CIGRE 2
- #PowerDemand 2
- #Hydrogen 2
- #Talent 2
- #WindPower 1