Nearshoring

Market

October 9, 2026 · 5 min

The Hermosillo hub, Sonora: from 7 MW to 220 MW on paper

The Hermosillo hub covers 546.46 ha in three polygons northeast of the city. SENER's opinion in the DOF grants it 1 to 7 MW; the Proyectos México sheet now mentions reinforcement works for up to 220 MW.

Market

October 9, 2026 · 5 min

The San Jerónimo hub, Chihuahua: on the border, still in planning

The San Jerónimo hub covers 60.32 ha next to the Santa Teresa–San Jerónimo border crossing and offers up to 20 MW. As of October 2026 it is still in pre-investment, with no companies or investment announced.

Market

October 9, 2026 · 7 min

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

There are 15 welfare development hubs declared in the DOF, but they are not the 15 announced in June 2025: one in Hidalgo dropped out and Cancún came in. As of October 2026 only Huamantla has been inaugurated, and the power capacity assigned to each hub rarely exceeds 20 MW.

Market

October 1, 2026 · 6 min

Who builds Mexico's industrial parks? What the map says about the Bajío

Querétaro ties for second place nationally in number of industrial developers and Guanajuato has 13, but only a dozen firms operate in more than four states. The map shows who builds the buildings; it does not show who can power them, which is what now decides which park fills up.

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.

Thesis

September 1, 2026 · 8 min

Why the Bajío, and why energy

Industrial demand is not the problem. Nearshoring investment grew 39% in 2025, and northern Mexico's industrial vacancy still multiplied sevenfold. What broke was the infrastructure underneath — and that is where we work.

Infrastructure

July 14, 2026 · 4 min

Highway 57: Mexico's industrial backbone

Across nearly 1,300 km between Mexico City and Piedras Negras, Highway 57 runs through the country's manufacturing heartland. It was built to connect cities; today it carries the promise of nearshoring.