Industry

Market

October 9, 2026 · 5 min

The Altamira hub, Tamaulipas: the largest, still on paper

At 1,637.78 ha, the Altamira hub is the largest of the 15 and almost twice the size of the second, Reserva Zapotlán (910.82 ha). It has had a state agreement since 18 February 2026, but no developer, no tenants and no published MW figure.

Market

October 9, 2026 · 5 min

The Durango hub (CLID): an existing park with 8.6 MW and a USD 1 billion project

The Durango hub is the Centro Logístico e Industrial de Durango, an operating park of 315.42 ha with a substation 100 m away and a 93 ha solar park. A USD 300 million plus USD 700 million automotive project has been announced, with no company named, against projected capacity of 8.6 MW.

Market

October 9, 2026 · 5 min

The Huamantla hub, Tlaxcala: the first one open, with 8 MW for USD 540 million

Huamantla is the only inaugurated hub: it opened on 12 April 2026, seven months after works began, with USD 540 million announced and up to 6,000 jobs. The official sheet assigns it 8 MW, little power for an auto-parts and metalworking park.

Market

October 9, 2026 · 5 min

The Puebla Technology and Sustainability hub: named companies, long timeline

The Puebla hub covers 217.68 ha in San José Chiapa and Nopalucan and already has four companies with 2,080 million pesos announced. The government spoke of 90% progress in March 2026, but in August it set 2029 or H1 2030 to finish the works.

Events

October 1, 2026 · 4 min

EECE Expo 2027: energy moved to the factory floor

Informa Markets has launched EECE Expo, an energy-efficiency and circular-economy trade show to be held in Monterrey alongside Expo Manufactura. The underlying figure: the North and the Bajío-West together hold more than half of Mexico's distributed generation.

Thesis

September 30, 2026 · 10 min

Long hours, low skills: what Mexico can learn from countries that turned it around

Mexico works more hours than any other OECD country, and its 15-year-olds scored 388 in PISA 2025 mathematics, 75 points below the OECD average. Portugal, Poland, Peru and the Brazilian state of Ceará started from similar positions and moved their results. This is what they did.

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.

Thesis

September 26, 2026 · 5 min

Value chain: the supply that should be made here

The Bajío already assembles transformers and electrical equipment for North America. What it does not make is what goes inside: cores, winding wire, long-lead components. That is where the queue is, and where the opportunity is.

Electromobility

September 25, 2026 · 4 min

The Bajío and sovereignty: where the value stays

Guanajuato leads Mexico's electric vehicle supply base. In electromobility, sovereignty is measured by how much of the vehicle's value, know-how and data stays in the country.

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.

Electromobility

September 24, 2026 · 4 min

The brand and the chain: what Mexico makes and what it doesn't

Mexico already designs and assembles electric vehicles under its own brands. The battery cell, the highest-value component, is still imported.

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.

Thesis

August 11, 2026 · 8 min

The Bajío's hidden energy market: 73 German plants, and almost no on-site generation

German OEMs in the Bajío already run on renewable power. The suppliers around them mostly don't. We sized the gap: roughly 64–183 MWp of on-site solar and US$52–216 million of capex, in projects too small for project finance and too large to ignore.

Thesis

July 2, 2026 · 6 min

Powering the Bajío's Japanese plants

The Bajío's Japanese automakers have largely solved their clean electricity. Their suppliers have not. Corporate 2035 targets cascade down the chain, and the 2025 rules open the door to 0.7–20 MW self-supply.

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.

Thesis

June 23, 2026 · 6 min

The Mittelstand as long-term owner

A fifteen-year energy contract is a bet on who will still own the plant fifteen years from now. In the Bajío, German family firms have stayed on the same sites for decades. Their risk is not credit: it is succession.

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

June 2, 2026 · 6 min

Industry 5.0: the 400 Gbps network, AI and the person at the centre

The coming factory moves more data in one shift than a factory of ten years ago moved in a month. That pushes the plant backbone from 10 to 100 and 400 Gbps, puts artificial intelligence on the floor, and forces work to be redesigned around the operator, not the other way round.

Thesis

April 7, 2026 · 7 min

Bavaria's hidden champions, and why the Bajío does not yet have its own

Bavaria has 296 world market leaders in their niche, almost all family-owned and far from Munich. Many already produce in the Bajío. The region hosts their plants, but not their headquarters, their engineering or their ownership.

Thesis

March 31, 2026 · 9 min

If the Bajío were in Europe, the US or China

By its industrial model, the Bajío is North America's Central Europe; by its direct competition, the US Southeast; by its income and its reliance on long land corridors, Chongqing; by what it aspires to be, southern Germany. All four cases teach the same lesson: the region's next stage will be decided by energy.

Infrastructure

March 17, 2026 · 6 min

Five Western brands, five Chinese ones: who builds a plant's electrical room

The switchgear, breakers, transformers and UPS in a Bajío plant almost always come from five Western brands. Five Chinese makers now build the same things. What decides which one gets into the project.