Supply chain

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.

Market

October 9, 2026 · 5 min

The Seybaplaya I hub, Campeche: port and gas at hand, no tenants

The Seybaplaya I hub covers 99.99 ha, 4.9 km from the port of Seybaplaya, with 6 MW available on site through 2030. As of October 2026 it is still in pre-investment, with no developer or announced investment.

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.

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.

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.

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.

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.