United States

Thesis

October 11, 2026 · 9 min

Twenty million: the North American regions the size of the Bajío-Occidente

The Bajío-Occidente is home to 22.1 million people. North America has only a handful of regions that size: greater Mexico City, the Texas Triangle, Southern California, New York, Florida and the Québec City–Windsor Corridor, plus Guatemala and Hispaniola. With the same number of people, the Texas Triangle produces six times more per person.

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.

Technology

October 5, 2026 · 6 min

United States: open weights, closed flagships

Google, OpenAI and IBM publish mid-sized models under the Apache 2.0 licence, at a size that fits on one server. The frontier model stays closed. For an industrial plant, that mid-sized range is exactly the one that is useful.

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.

Thesis

September 25, 2026 · 4 min

Mexico and North America: an interdependence to manage

Mexico buys some of the cheapest gas in the world because it is integrated with the United States. That same integration leaves it with 2.4 days of reserves.

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.

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.

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 9, 2026 · 5 min

How much each country invests in electricity per person: the United States, China and Mexico

The United States invests at least USD 600 per person a year in its power system; China, about USD 170; Mexico, around USD 50. The gap is not about size: it is about priority.

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.

Thesis

March 24, 2026 · 7 min

Where the Bajío lives in the United States

Texas is the first destination for migrants from all four Bajío states: it holds about 44% of their consular ID cards, double its share among Mexicans as a whole. San Luis Potosí sends two out of three there; Aguascalientes spreads across Texas, California, Illinois, Colorado and Oklahoma.

Thesis

March 17, 2026 · 5 min

San Luis Potosí in Texas: Houston or Dallas, depending on the municipality

Two out of three migrants from San Luis Potosí live in Texas. Inside Texas they split almost evenly between the Houston and Dallas consular districts, and the municipality of origin decides which: the capital and its neighbours go to Dallas, the Zona Media to Houston.