Infrastructure
August 25, 2026 · 7 min
Three countries, three answers: grid codes and utilities in Canada, Mexico and the United States
North America shares reliability standards and cross-border lines, but each country answers two questions differently: who writes the connection rules, and who owns the wire. For anyone investing in the Bajío, that difference sets the project's path.
Regulation
May 12, 2026 · 5 min
24 months: the real interconnection timeline
From application to commercial operation takes 22 to 26 months in the best case. And your place in the queue isn't won when you apply — it's won when you sign.
Regulation
May 5, 2026 · 4 min
Who decides what on Mexico's power grid
An energy project in Mexico doesn't connect to "CFE". It connects to a system with four actors, and each one decides something different. Mixing them up costs months.
Thesis
January 20, 2026 · 7 min
Developer or project seller: the difference that defines your investment
In energy, two trades hand out the same business card. The developer puts capital at risk to turn land into a buildable project; the seller brokers a folder. Paying a development premium for brokerage work is the most expensive mistake in the sector.
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