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.
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.
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