https://bajioinvest.com/en/insights Short, practical analysis on infrastructure, energy and industry across Mexico's Bajío region. en Sun, 11 Oct 2026 00:00:00 GMT https://bajioinvest.com/en/insights/north-americas-20-million-person-regions https://bajioinvest.com/en/insights/north-americas-20-million-person-regions Sun, 11 Oct 2026 00:00:00 GMT Thesis United States Guanajuato Jalisco Querétaro Aguascalientes San Luis Potosí 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. https://bajioinvest.com/en/insights/agenda-2030-in-the-bajio-four-years-to-go https://bajioinvest.com/en/insights/agenda-2030-in-the-bajio-four-years-to-go Sat, 10 Oct 2026 00:00:00 GMT Sustainable development SDGs Water Self-supply Public policy Guanajuato Eleven of fifteen years on, poverty fell in all six states, but formal employment did not move, lack of health access rose everywhere and 91 of 146 aquifers have no water available. Distributed generation doubled. One table with a source and year for every figure. https://bajioinvest.com/en/insights/altamira-hub-tamaulipas https://bajioinvest.com/en/insights/altamira-hub-tamaulipas Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Logistics Natural gas Industry At 1,637.78 ha, the Altamira hub is the largest of the 15 and almost twice the size of the second, Reserva Zapotlán (910.82 ha). It has had a state agreement since 18 February 2026, but no developer, no tenants and no published MW figure. https://bajioinvest.com/en/insights/cancun-financial-district-hub https://bajioinvest.com/en/insights/cancun-financial-district-hub Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Investment Environment The newest hub covers 60.76 ha in Benito Juárez and was declared in the DOF on 7 August 2026. On 7 September President Sheinbaum said it can hardly be authorized where there is jungle and that the site is not yet defined. https://bajioinvest.com/en/insights/chetumal-hub-quintana-roo https://bajioinvest.com/en/insights/chetumal-hub-quintana-roo Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Logistics Natural gas Power grid The Chetumal hub covers 87.80 ha, 7.4 km from the Belize border, and offers up to 21.5 MW, with compressed natural gas instead of a pipeline. As of October 2026 it is still in pre-investment, with no companies or investment announced. https://bajioinvest.com/en/insights/durango-hub-clid https://bajioinvest.com/en/insights/durango-hub-clid Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Industry Investment The Durango hub is the Centro Logístico e Industrial de Durango, an operating park of 315.42 ha with a substation 100 m away and a 93 ha solar park. A USD 300 million plus USD 700 million automotive project has been announced, with no company named, against projected capacity of 8.6 MW. https://bajioinvest.com/en/insights/hermosillo-hub-sonora https://bajioinvest.com/en/insights/hermosillo-hub-sonora Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Power grid Nearshoring United States 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. https://bajioinvest.com/en/insights/huamantla-hub-tlaxcala https://bajioinvest.com/en/insights/huamantla-hub-tlaxcala Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Industry Investment Huamantla is the only inaugurated hub: it opened on 12 April 2026, seven months after works began, with USD 540 million announced and up to 6,000 jobs. The official sheet assigns it 8 MW, little power for an auto-parts and metalworking park. https://bajioinvest.com/en/insights/nezahualcoyotl-hub-state-of-mexico https://bajioinvest.com/en/insights/nezahualcoyotl-hub-state-of-mexico Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Logistics Power grid 68.37 ha on the Mexico City boundary, with gas, power and rail inside the polygon and projected demand of 5 to 7.7 MW. Fourteen months after its declaration it is still in pre-investment, with no companies and no official investment figure. https://bajioinvest.com/en/insights/parque-industrial-bajio-hub-michoacan https://bajioinvest.com/en/insights/parque-industrial-bajio-hub-michoacan Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Rail Water Environment Investment The Michoacán hub was the first to be formalised and is named, on purpose, Parque Industrial Bajío. It has 342 ha in Zinapécuaro, named developers and 12.9 MW published, but as of October 2026 its environmental impact statement is still unresolved. https://bajioinvest.com/en/insights/puebla-technology-and-sustainability-hub https://bajioinvest.com/en/insights/puebla-technology-and-sustainability-hub Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Industry Investment Supply chain 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. https://bajioinvest.com/en/insights/puerta-logistica-del-bajio-hub-celaya https://bajioinvest.com/en/insights/puerta-logistica-del-bajio-hub-celaya Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Guanajuato Rail Logistics 52.41 ha next to Honda's plant in Celaya, with access to Ferromex and CPKC and MXN 2,500 million committed for phase 1. Guanajuato Puerto Interior now points to a construction start in Q2 2027, not Q1 2026. https://bajioinvest.com/en/insights/reserva-zapotlan-hub-hidalgo https://bajioinvest.com/en/insights/reserva-zapotlan-hub-hidalgo Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Investment Logistics Power grid The Reserva Zapotlán hub covers 910.82 ha in the AIFA corridor and, since 19 August 2026, has a developer: DEWA Capital, with more than 10,100 million pesos over five phases. SENER estimates 20 MW at maturity, with the high-voltage connection about 24 km away. https://bajioinvest.com/en/insights/san-jeronimo-hub-chihuahua https://bajioinvest.com/en/insights/san-jeronimo-hub-chihuahua Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Nearshoring United States Logistics 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. https://bajioinvest.com/en/insights/seybaplaya-hub-campeche https://bajioinvest.com/en/insights/seybaplaya-hub-campeche Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Logistics Natural gas Supply chain 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. https://bajioinvest.com/en/insights/the-15-welfare-hubs-as-of-october-2026 https://bajioinvest.com/en/insights/the-15-welfare-hubs-as-of-october-2026 Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Investment Power grid Nearshoring 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. https://bajioinvest.com/en/insights/the-michoacan-hub-and-guanajuato-one-corridor https://bajioinvest.com/en/insights/the-michoacan-hub-and-guanajuato-one-corridor Fri, 09 Oct 2026 00:00:00 GMT Thesis Guanajuato Industrial parks Rail Logistics Water Supply chain Public policy 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. https://bajioinvest.com/en/insights/topolobampo-hub-sinaloa https://bajioinvest.com/en/insights/topolobampo-hub-sinaloa Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Natural gas Logistics Environment The Topolobampo hub covers 277.58 ha in Ahome, with up to 10 MW and the El Encino–Topolobampo gas pipeline at the site boundary. Along with Cancún, it is the only hub without a located SE–state agreement, and its surroundings carry the conflict over the ammonia and methanol plants. https://bajioinvest.com/en/insights/tuxpan-hub-veracruz https://bajioinvest.com/en/insights/tuxpan-hub-veracruz Fri, 09 Oct 2026 00:00:00 GMT Market Public policy Industrial parks Logistics Natural gas 235.10 ha 7.7 km from the port of Tuxpan, aimed at logistics, energy and heavy industry, but with projected power demand of just 4 MW. Fourteen months after its declaration there is no developer and no tenant; in March 2026 the state created a committee to pick them. https://bajioinvest.com/en/insights/from-commitment-to-project-what-bajio-ventures-can-do https://bajioinvest.com/en/insights/from-commitment-to-project-what-bajio-ventures-can-do Thu, 08 Oct 2026 00:00:00 GMT Sustainable development SDGs Investment Financing The commitments are signed and the targets are written. What is missing in the Bajío lies in between: regional measurement, prepared projects and a way to aggregate what is small. Seven lines of work for a company of our size, each with its indicator, and three things that are not ours to do. https://bajioinvest.com/en/insights/project-support-desks-what-jalisco-can-do https://bajioinvest.com/en/insights/project-support-desks-what-jalisco-can-do Thu, 08 Oct 2026 00:00:00 GMT Regulation Permitting Public policy Jalisco The federal government has opened its single windows for energy. None of them covers what the state and the municipalities decide. Jalisco has already solved that stretch for industrial parks; it now has to apply it to energy projects and, above all, to the grid. https://bajioinvest.com/en/insights/sovereign-ai-what-it-means-and-which-open-models-exist https://bajioinvest.com/en/insights/sovereign-ai-what-it-means-and-which-open-models-exist Wed, 07 Oct 2026 00:00:00 GMT Technology Artificial intelligence Tech sovereignty Sovereignty in artificial intelligence does not mean building everything at home: it means being able to decide. Open-weight models already solve the model layer. The missing layer is electrical, and that layer is decided substation by substation. https://bajioinvest.com/en/insights/the-bajio-states-and-the-2030-agenda https://bajioinvest.com/en/insights/the-bajio-states-and-the-2030-agenda Wed, 07 Oct 2026 00:00:00 GMT Sustainable development SDGs Public policy Guanajuato Querétaro Jalisco Five states, five ways to put the SDGs into practice. Three charge per tonne of CO₂, at different prices. Two have a net-zero emissions target. Only one has an energy ministry. Water is the weak point of all five. And there is no regional table. https://bajioinvest.com/en/insights/spanish-language-models-and-mexico-alia-latam-gpt-coatlicue https://bajioinvest.com/en/insights/spanish-language-models-and-mexico-alia-latam-gpt-coatlicue Tue, 06 Oct 2026 00:00:00 GMT Technology Artificial intelligence Tech sovereignty Spain has already published a public Spanish-language model under an open licence. Latin America has its own, built on a Meta model. Mexico has a plan, a supercomputer on the way and one published model, fine-tuned on a French one. The constraint that decides everything is a different one: megawatts. https://bajioinvest.com/en/insights/what-the-federal-government-is-doing-plans-budgets-and-gaps https://bajioinvest.com/en/insights/what-the-federal-government-is-doing-plans-budgets-and-gaps Tue, 06 Oct 2026 00:00:00 GMT Sustainable development SDGs Public policy Financing The federal government has a plan, new laws and an absolute climate target. It also has four different official figures for clean energy in 2030 and a climate annex that falls 25% in the 2027 budget. An inventory of what is moving forward and what is missing. https://bajioinvest.com/en/insights/china-41-percent-of-downloads https://bajioinvest.com/en/insights/china-41-percent-of-downloads Mon, 05 Oct 2026 00:00:00 GMT Technology Artificial intelligence Tech sovereignty China The world's top-rated open models are Chinese, and their licences carry more conditions with each release. They run without sending data to anyone. The question for a Bajío exporter is not technical: it is what the customer will say. https://bajioinvest.com/en/insights/united-states-open-weights-closed-flagships https://bajioinvest.com/en/insights/united-states-open-weights-closed-flagships Mon, 05 Oct 2026 00:00:00 GMT Technology Artificial intelligence Tech sovereignty United States 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. https://bajioinvest.com/en/insights/mistral-europes-champion-and-its-licences https://bajioinvest.com/en/insights/mistral-europes-champion-and-its-licences Sun, 04 Oct 2026 00:00:00 GMT Technology Artificial intelligence Tech sovereignty Mistral did what Aleph Alpha stopped doing: it kept training models and built its own compute. EUR 3 billion in September, a 1.4 GW campus on the way and three types of licence that are worth telling apart. https://bajioinvest.com/en/insights/what-mexico-signed-agreements-that-bind-and-agreements-that-guide https://bajioinvest.com/en/insights/what-mexico-signed-agreements-that-bind-and-agreements-that-guide Sun, 04 Oct 2026 00:00:00 GMT Sustainable development SDGs Public policy Environment Paris, Escazú, Convention 169, the USMCA, the new agreement with the European Union. They do not all carry the same weight. A guide to tell the treaty that a judge can apply from the declaration that only guides, and what each one asks of an energy or industrial project. https://bajioinvest.com/en/insights/aleph-alpha-germanys-sovereign-ai-lesson https://bajioinvest.com/en/insights/aleph-alpha-germanys-sovereign-ai-lesson Sat, 03 Oct 2026 00:00:00 GMT Technology Artificial intelligence Tech sovereignty Germany Seven years, a round announced as more than USD 500 million, a change of strategy and a merger with Canada's Cohere. On 3 October it released Kolibri-1, its first open-weight language model under Apache 2.0. https://bajioinvest.com/en/insights/sdgs-four-years-from-2030-where-the-world-and-mexico-stand https://bajioinvest.com/en/insights/sdgs-four-years-from-2030-where-the-world-and-mexico-stand Sat, 03 Oct 2026 00:00:00 GMT Sustainable development SDGs Public policy Only 15% of the global targets are on track. Mexico ranks 75th of 169 and has achieved none of the goals. Its best figure is poverty. Its worst are institutions, inequality and industry. SDG 9 is in red in a country that lives from manufacturing. https://bajioinvest.com/en/insights/mdgs-the-eight-goals-that-taught-us-to-measure https://bajioinvest.com/en/insights/mdgs-the-eight-goals-that-taught-us-to-measure Fri, 02 Oct 2026 00:00:00 GMT Sustainable development SDGs Public policy Between 2000 and 2015 the world set itself eight goals with a date and with indicators. Mexico met 37 of 51. The ones it did not meet — maternal mortality, emissions, forests, pressure on water resources — are today's agenda. And one goal was never written: energy. https://bajioinvest.com/en/insights/six-axes-and-one-condition-an-energy-agenda-for-the-bajio https://bajioinvest.com/en/insights/six-axes-and-one-condition-an-energy-agenda-for-the-bajio Fri, 02 Oct 2026 00:00:00 GMT Thesis Public policy Energy transition Self-supply Hydrogen Energy security, a renewable mix of 40 to 60%, agrivoltaics, bioenergy and hydrogen, distributed generation and efficiency. Six lines of work for the region and one condition that runs through all of them: energy justice. Each with its starting point and what we propose to measure. https://bajioinvest.com/en/insights/eece-expo-2027-energy-moved-to-the-factory-floor https://bajioinvest.com/en/insights/eece-expo-2027-energy-moved-to-the-factory-floor Thu, 01 Oct 2026 00:00:00 GMT Events Industry Self-supply Informa Markets has launched EECE Expo, an energy-efficiency and circular-economy trade show to be held in Monterrey alongside Expo Manufactura. The underlying figure: the North and the Bajío-West together hold more than half of Mexico's distributed generation. https://bajioinvest.com/en/insights/who-builds-mexicos-industrial-parks https://bajioinvest.com/en/insights/who-builds-mexicos-industrial-parks Thu, 01 Oct 2026 00:00:00 GMT Market Industrial parks Nearshoring Investment 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. https://bajioinvest.com/en/insights/long-hours-low-skills-what-mexico-can-learn https://bajioinvest.com/en/insights/long-hours-low-skills-what-mexico-can-learn Wed, 30 Sep 2026 00:00:00 GMT Thesis Talent Industry Public policy Mexico works more hours than any other OECD country, and its 15-year-olds scored 388 in PISA 2025 mathematics, 75 points below the OECD average. Portugal, Poland, Peru and the Brazilian state of Ceará started from similar positions and moved their results. This is what they did. https://bajioinvest.com/en/insights/windmills-giants-and-the-wind-we-dont-use https://bajioinvest.com/en/insights/windmills-giants-and-the-wind-we-dont-use Wed, 30 Sep 2026 00:00:00 GMT Infrastructure Wind power Energy transition Jalisco From Hildegard of Bingen to Don Quixote, wind has always moved something. Mexico has close to 8 GW of onshore wind, only one farm of it in Jalisco, and not a single turbine at sea, where the resource is almost twenty times larger. https://bajioinvest.com/en/insights/guanajuatos-stake-in-the-passenger-train https://bajioinvest.com/en/insights/guanajuatos-stake-in-the-passenger-train Tue, 29 Sep 2026 00:00:00 GMT Infrastructure Rail Guanajuato Industry Guanajuato does not pay for the train; the federal government does. Guanajuato's role is to be where the train stops: 11 planned stations across three lines. What the state gains depends on what gets built around them. https://bajioinvest.com/en/insights/the-new-mexico-queretaro-irapuato-train-logic-and-investment https://bajioinvest.com/en/insights/the-new-mexico-queretaro-irapuato-train-logic-and-investment Mon, 28 Sep 2026 00:00:00 GMT Infrastructure Rail Investment Querétaro Guanajuato The federal government is building 340 km of new double-track passenger railway from Mexico City to Irapuato for about MXN 191 billion, and plans another 303 km to Guadalajara for MXN 127.5 billion. What changed since 2014, and what to check before relying on the numbers. https://bajioinvest.com/en/insights/bajio-industrial-parks-occupancy-and-construction-2026 https://bajioinvest.com/en/insights/bajio-industrial-parks-occupancy-and-construction-2026 Sun, 27 Sep 2026 00:00:00 GMT Market Industrial parks Nearshoring Guanajuato Querétaro 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. https://bajioinvest.com/en/insights/who-settled-the-bajio-a-history-told-from-its-cities https://bajioinvest.com/en/insights/who-settled-the-bajio-a-history-told-from-its-cities Sun, 27 Sep 2026 00:00:00 GMT History Migration Guanajuato Querétaro Aguascalientes San Luis Potosí The Bajío has filled up and emptied out more than once. Preclassic farmers settled it first; around the year 1000 they abandoned it; silver and wheat repopulated it in the 16th century; by 1803 it was the densest region of New Spain. Today León, Querétaro, San Luis Potosí and Aguascalientes are home to more than five million people, and the order among them is shifting. https://bajioinvest.com/en/insights/value-chain-the-supply-that-should-be-made-here https://bajioinvest.com/en/insights/value-chain-the-supply-that-should-be-made-here Sat, 26 Sep 2026 00:00:00 GMT Thesis Supply chain Industry Power grid United States 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. https://bajioinvest.com/en/insights/mexico-and-north-america-an-interdependence-to-manage https://bajioinvest.com/en/insights/mexico-and-north-america-an-interdependence-to-manage Fri, 25 Sep 2026 00:00:00 GMT Thesis Natural gas United States Baja California 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. https://bajioinvest.com/en/insights/the-bajio-and-sovereignty-where-the-value-stays https://bajioinvest.com/en/insights/the-bajio-and-sovereignty-where-the-value-stays Fri, 25 Sep 2026 00:00:00 GMT Electromobility Electromobility Supply chain Tech sovereignty Industry 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. https://bajioinvest.com/en/insights/the-pacific-mexicos-window-to-asia https://bajioinvest.com/en/insights/the-pacific-mexicos-window-to-asia Fri, 25 Sep 2026 00:00:00 GMT Infrastructure Natural gas Logistics Investment Energía Costa Azul shipped the first LNG from Mexico's Pacific coast. The route to Asia is shorter and does not depend on Panama, but five of six projects still lack financing and the rules for domestic industry have not arrived. https://bajioinvest.com/en/insights/2027-the-tightest-year-for-mexicos-power-system https://bajioinvest.com/en/insights/2027-the-tightest-year-for-mexicos-power-system Thu, 24 Sep 2026 00:00:00 GMT Infrastructure CFE Power demand Energy planning Power grid 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. https://bajioinvest.com/en/insights/national-content-the-opportunity-mexico-is-letting-slip https://bajioinvest.com/en/insights/national-content-the-opportunity-mexico-is-letting-slip Thu, 24 Sep 2026 00:00:00 GMT Infrastructure Supply chain CFE Industry Energy planning 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. https://bajioinvest.com/en/insights/the-bottleneck-is-the-grid https://bajioinvest.com/en/insights/the-bottleneck-is-the-grid Thu, 24 Sep 2026 00:00:00 GMT Infrastructure Power grid CFE Energy planning Investment For every peso CFE's 2025–2030 plan puts into the grid, it puts about 3.5 into generation. For industry, capacity is decided substation by substation. https://bajioinvest.com/en/insights/the-brand-and-the-chain-what-mexico-makes https://bajioinvest.com/en/insights/the-brand-and-the-chain-what-mexico-makes Thu, 24 Sep 2026 00:00:00 GMT Electromobility Electromobility Supply chain Industry Mexico already designs and assembles electric vehicles under its own brands. The battery cell, the highest-value component, is still imported. https://bajioinvest.com/en/insights/baja-california-2026-enerbaja https://bajioinvest.com/en/insights/baja-california-2026-enerbaja Wed, 23 Sep 2026 00:00:00 GMT Events Baja California Power grid Energy storage Natural gas Interconnection with the national grid, a new combined-cycle plant in Mexicali, gas now leaving through Ensenada and an open storage call: the context Baja California brings to EnerBaja 2026. https://bajioinvest.com/en/insights/hydrogen-in-mulege-project-oasis https://bajioinvest.com/en/insights/hydrogen-in-mulege-project-oasis Wed, 23 Sep 2026 00:00:00 GMT Infrastructure Hydrogen Baja California Solar Energy storage CFE CFE is building its first solar, battery and green-hydrogen project in Mulegé. It is no accident: small, isolated power systems are the ones that can decarbonise fastest, and that is SENER's reasoning. https://bajioinvest.com/en/insights/reconductoring-the-line-that-already-exists-canon-san-quintin https://bajioinvest.com/en/insights/reconductoring-the-line-that-already-exists-canon-san-quintin Wed, 23 Sep 2026 00:00:00 GMT Infrastructure Power grid Baja California CFE At EnerBaja 2026, Covanaro presented the reconductoring of the 115 kV Cañón–San Quintín line: a new conductor on an existing line, with no new right-of-way and no loss of supply to San Quintín. https://bajioinvest.com/en/insights/energy-investment-schemes-in-mexico-2026 https://bajioinvest.com/en/insights/energy-investment-schemes-in-mexico-2026 Tue, 22 Sep 2026 00:00:00 GMT Regulation Investment Energy planning Energy storage CFE After the 2024 reform and the 2025 laws, the question for investors is no longer whether there is room for private capital, but under which scheme, in which region and at what price. What SENER presented on the Expansion Plan, and what it means for anyone looking to invest. https://bajioinvest.com/en/insights/expensive-stable-long-term-rules https://bajioinvest.com/en/insights/expensive-stable-long-term-rules Tue, 22 Sep 2026 00:00:00 GMT Thesis Investment Public policy Infrastructure investors don't ask for cheap rules. They ask for rules they can price and that last as long as the asset. An expensive rule is paid once; an unstable rule is charged on every cash flow, through the discount rate. https://bajioinvest.com/en/insights/power-week-14-21-september-2026 https://bajioinvest.com/en/insights/power-week-14-21-september-2026 Mon, 21 Sep 2026 00:00:00 GMT Weekly Energy storage Permitting Investment Corriente BESS, the weekly briefing for investors. Sener extended the legacy-permit migration but not the grace period; unannounced audits reach fuel stations and terminals; and the south-east blackout turned storage into a business case. https://bajioinvest.com/en/insights/the-bajio-runs-on-petroleum-fuels https://bajioinvest.com/en/insights/the-bajio-runs-on-petroleum-fuels Sun, 20 Sep 2026 00:00:00 GMT Infrastructure Fuels Logistics Guanajuato Almost everything produced and moved along the León–Querétaro corridor depends on gasoline, diesel or LPG. A refinery in the middle of the region does not guarantee supply, and the traceability of every litre is now a compliance issue. https://bajioinvest.com/en/insights/the-bajio-is-heating-up-temperature-and-power-demand https://bajioinvest.com/en/insights/the-bajio-is-heating-up-temperature-and-power-demand Sat, 19 Sep 2026 00:00:00 GMT Thesis Power demand Guanajuato Querétaro Baja California 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. https://bajioinvest.com/en/insights/the-last-mile-how-china-brought-reliable-power-to-everyone https://bajioinvest.com/en/insights/the-last-mile-how-china-brought-reliable-power-to-everyone Thu, 17 Sep 2026 00:00:00 GMT Thesis Power grid China Investment Solar China connected its last household without electricity in 2015, then spent 830 billion yuan in four years on rural grids alone. The lesson for investors: generation is bought; the grid is built. https://bajioinvest.com/en/insights/air-quality-in-the-bajio https://bajioinvest.com/en/insights/air-quality-in-the-bajio Wed, 16 Sep 2026 00:00:00 GMT Thesis Air quality Environment Fuels Guanajuato Salamanca breathes sulphur dioxide, Celaya breathes particulates, and ozone is rising across the whole corridor. It is not one air-quality problem, and each one has its own investment. https://bajioinvest.com/en/insights/it-started-in-leon https://bajioinvest.com/en/insights/it-started-in-leon Tue, 15 Sep 2026 00:00:00 GMT History Power grid CFE Investment Guanajuato Mexico's first electrical installation was a 1.8 kW plant built for a textile mill's own use in Guanajuato, in 1879. One hundred and forty-seven years later, the main opening in the current law is called self-consumption. History does not repeat. The physical constraint does. https://bajioinvest.com/en/insights/permitting-is-no-longer-the-problem https://bajioinvest.com/en/insights/permitting-is-no-longer-the-problem Mon, 14 Sep 2026 00:00:00 GMT Thesis Permitting Energy planning Power grid Energy storage Natural gas Halfway through Mexico's 2024–2030 National Energy Plan, the binding constraint has moved: from the permit desk to the grid. For industry in the Bajío, that changes which decision has to be made, and when. https://bajioinvest.com/en/insights/the-bus-before-the-car https://bajioinvest.com/en/insights/the-bus-before-the-car Thu, 10 Sep 2026 00:00:00 GMT Electromobility Electromobility Public policy Transport electrification in Mexico is moving faster in buses than in private cars. In Mexico and in California the pattern is the same: captive fleets with fixed routes and a public or corporate buyer. https://bajioinvest.com/en/insights/binding-energy-planning https://bajioinvest.com/en/insights/binding-energy-planning Tue, 08 Sep 2026 00:00:00 GMT Regulation Energy planning Permitting Investment With the 2024–2025 reform, Mexico moved from indicative to binding energy planning: the State defines energy needs and development priorities, and public and private projects align with them. https://bajioinvest.com/en/insights/germany-in-the-bajio https://bajioinvest.com/en/insights/germany-in-the-bajio Sun, 06 Sep 2026 00:00:00 GMT History Germany Industry Guanajuato Querétaro At the September 2 Summit, the Guanajuato government counted nearly 70 German projects and some USD 4 billion. Almost all of it postdates 1973. Before that, Germany had spent two centuries in the Bajío supplying something else: knowledge. https://bajioinvest.com/en/insights/three-environmental-and-social-changes-for-energy-projects https://bajioinvest.com/en/insights/three-environmental-and-social-changes-for-energy-projects Thu, 03 Sep 2026 00:00:00 GMT Regulation Environment Permitting A draft new LGEEPA, the MISSE already in force and an environmental impact regulation that did not change. For on-site generation, the 0.7 MW threshold turns out to be an environmental and social boundary as well. https://bajioinvest.com/en/insights/why-the-bajio-and-why-energy https://bajioinvest.com/en/insights/why-the-bajio-and-why-energy Tue, 01 Sep 2026 00:00:00 GMT Thesis Nearshoring Investment Industrial parks Power grid 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. https://bajioinvest.com/en/insights/smart-and-sustainable-industry-summit-2026 https://bajioinvest.com/en/insights/smart-and-sustainable-industry-summit-2026 Mon, 31 Aug 2026 00:00:00 GMT Events Germany Industry Energy transition Guanajuato On 2 September, the BDI, COPARMEX Nacional, the Konrad Adenauer Foundation and the State of Guanajuato opened a Germany–Mexico industrial agenda in Silao. This is the full record of the day: programme, speakers, panels, and the 61-supplier Catalogue. https://bajioinvest.com/en/insights/grid-codes-canada-mexico-united-states https://bajioinvest.com/en/insights/grid-codes-canada-mexico-united-states Tue, 25 Aug 2026 00:00:00 GMT Infrastructure Power grid Interconnection 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. https://bajioinvest.com/en/insights/a-just-energy-transition-what-mexico-must-prepare https://bajioinvest.com/en/insights/a-just-energy-transition-what-mexico-must-prepare Tue, 18 Aug 2026 00:00:00 GMT Thesis Energy transition Public policy The question is no longer whether Mexico changes its energy mix, but who pays and who keeps the benefit. Four ledgers to prepare before the transition settles them on its own: the coal region, the poor household, the host territory and the public purse. https://bajioinvest.com/en/insights/german-industry-energy-demand-bajio https://bajioinvest.com/en/insights/german-industry-energy-demand-bajio Tue, 11 Aug 2026 00:00:00 GMT Thesis Germany Self-supply Solar Industry Investment German OEMs in the Bajío already run on renewable power. The suppliers around them mostly don't. We sized the gap: roughly 64–183 MWp of on-site solar and US$52–216 million of capex, in projects too small for project finance and too large to ignore. https://bajioinvest.com/en/insights/vapour-recovery-nom-004-tijuana-and-the-bajio https://bajioinvest.com/en/insights/vapour-recovery-nom-004-tijuana-and-the-bajio Tue, 04 Aug 2026 00:00:00 GMT Regulation Fuels Air quality Permitting Baja California Gas stations in Celaya, Irapuato, Salamanca, Villagrán, Tijuana and Rosarito must test their vapour-recovery systems and file the report with ASEA in 2025 and 2026. What the standard requires, and in which months. https://bajioinvest.com/en/insights/medium-voltage-direct-current-mvdc https://bajioinvest.com/en/insights/medium-voltage-direct-current-mvdc Tue, 28 Jul 2026 00:00:00 GMT Infrastructure Power grid CIGRE Two CIGRE publications — TB 793 (2020) and the ELECTRA 323 summary of TB 875 (2022) — set out the state of medium-voltage direct current (MVDC) for distribution grids. What they contain, with figures and dates. https://bajioinvest.com/en/insights/cars-and-the-air-we-breathe-in-the-bajio https://bajioinvest.com/en/insights/cars-and-the-air-we-breathe-in-the-bajio Tue, 21 Jul 2026 00:00:00 GMT Environment Air quality Environment Guanajuato León had 69 days with particulates above the standard in 2024, and Celaya reached a purple alert in 2025. Cars do not explain everything, but they dominate carbon monoxide, nitrogen oxides and ozone. https://bajioinvest.com/en/insights/highway-57-mexicos-industrial-backbone https://bajioinvest.com/en/insights/highway-57-mexicos-industrial-backbone Tue, 14 Jul 2026 00:00:00 GMT Infrastructure Logistics Nearshoring San Luis Potosí United States 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. https://bajioinvest.com/en/insights/laja-river-water-energy-and-farming https://bajioinvest.com/en/insights/laja-river-water-energy-and-farming Tue, 07 Jul 2026 00:00:00 GMT Thesis Water Solar Guanajuato The Upper Laja River aquifer has 62 hm³ a year more water under concession than it recharges. In northern Guanajuato, a project that produces energy but uses more water is not viable. Five agri-energy models and the rules for doing them right. https://bajioinvest.com/en/insights/powering-the-bajios-japanese-plants https://bajioinvest.com/en/insights/powering-the-bajios-japanese-plants Thu, 02 Jul 2026 00:00:00 GMT Thesis Japan Self-supply Industry Energy transition The Bajío's Japanese automakers have largely solved their clean electricity. Their suppliers have not. Corporate 2035 targets cascade down the chain, and the 2025 rules open the door to 0.7–20 MW self-supply. https://bajioinvest.com/en/insights/the-manila-galleon-silver-and-guanajuato https://bajioinvest.com/en/insights/the-manila-galleon-silver-and-guanajuato Tue, 30 Jun 2026 00:00:00 GMT History China Logistics Guanajuato For 250 years, silver from Guanajuato's veins crossed the Pacific on the Manila Galleon and ended up paying taxes in Ming China. The Bajío has been the first link in a global chain before. The question then is the question now: where does the value stay? https://bajioinvest.com/en/insights/the-tariff-that-separates-japan-from-the-bajio https://bajioinvest.com/en/insights/the-tariff-that-separates-japan-from-the-bajio Thu, 25 Jun 2026 00:00:00 GMT Market Japan United States Industry Guanajuato 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. https://bajioinvest.com/en/insights/the-mittelstand-as-long-term-owner https://bajioinvest.com/en/insights/the-mittelstand-as-long-term-owner Tue, 23 Jun 2026 00:00:00 GMT Thesis Germany Investment Industry A fifteen-year energy contract is a bet on who will still own the plant fifteen years from now. In the Bajío, German family firms have stayed on the same sites for decades. Their risk is not credit: it is succession. https://bajioinvest.com/en/insights/150-japanese-companies-the-bajio-supply-base https://bajioinvest.com/en/insights/150-japanese-companies-the-bajio-supply-base Thu, 18 Jun 2026 00:00:00 GMT Market Japan Supply chain Guanajuato Industrial parks 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. https://bajioinvest.com/en/insights/what-is-cenace-and-what-is-its-mandate https://bajioinvest.com/en/insights/what-is-cenace-and-what-is-its-mandate Tue, 16 Jun 2026 00:00:00 GMT Regulation CENACE Power grid Energy planning CENACE does not generate, transmit or bill a single kilowatt-hour, yet it decides which plant runs, what price every node settles at and whether a new project gets connected. Mexico's 2025 Electricity Sector Law kept its core and changed three words that matter. https://bajioinvest.com/en/insights/the-bajios-japanese-automakers-by-the-numbers https://bajioinvest.com/en/insights/the-bajios-japanese-automakers-by-the-numbers Thu, 11 Jun 2026 00:00:00 GMT Market Japan Industry Aguascalientes Guanajuato In 2025 Japanese brands built one in three light vehicles made in Mexico. Six Bajío plants produced 1.1 million units, 28% of the national total. Two of them already run above 90% of capacity. https://bajioinvest.com/en/insights/how-much-each-country-invests-in-electricity-per-person https://bajioinvest.com/en/insights/how-much-each-country-invests-in-electricity-per-person Tue, 09 Jun 2026 00:00:00 GMT Thesis Investment Power grid China United States 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. https://bajioinvest.com/en/insights/japan-in-the-bajio-forty-years-from-aguascalientes-to-apaseo https://bajioinvest.com/en/insights/japan-in-the-bajio-forty-years-from-aguascalientes-to-apaseo Thu, 04 Jun 2026 00:00:00 GMT History Japan Industry Aguascalientes Guanajuato In March 2026 Nissan closed CIVAC, its first plant in Mexico, and moved the output to Aguascalientes. The closure sums up forty years: the centre of gravity of Japan's auto industry in Mexico has moved to the Bajío. https://bajioinvest.com/en/insights/industry-5-0-the-network-ai-and-the-person https://bajioinvest.com/en/insights/industry-5-0-the-network-ai-and-the-person Tue, 02 Jun 2026 00:00:00 GMT Thesis Industry Artificial intelligence Talent The coming factory moves more data in one shift than a factory of ten years ago moved in a month. That pushes the plant backbone from 10 to 100 and 400 Gbps, puts artificial intelligence on the floor, and forces work to be redesigned around the operator, not the other way round. https://bajioinvest.com/en/insights/what-baja-california-teaches-the-bajio https://bajioinvest.com/en/insights/what-baja-california-teaches-the-bajio Tue, 26 May 2026 00:00:00 GMT Regulation Baja California Power grid Energy storage Baja California is a small system, isolated from the rest of the country and synchronized with California. That's why it hits, early, the problems the rest of Mexico will face within a few years. https://bajioinvest.com/en/insights/the-bajio-grid-is-decided-in-june https://bajioinvest.com/en/insights/the-bajio-grid-is-decided-in-june Tue, 19 May 2026 00:00:00 GMT Regulation Power grid Energy planning CENACE CFE Grid expansion runs on an annual cycle. Those who know the calendar can shape it with data; those who don't find out when the capacity is gone. https://bajioinvest.com/en/insights/24-months-the-real-interconnection-timeline https://bajioinvest.com/en/insights/24-months-the-real-interconnection-timeline Tue, 12 May 2026 00:00:00 GMT Regulation Interconnection Permitting Power grid CENACE 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. https://bajioinvest.com/en/insights/who-decides-what-on-the-power-grid https://bajioinvest.com/en/insights/who-decides-what-on-the-power-grid Tue, 05 May 2026 00:00:00 GMT Regulation Power grid CENACE CFE Permitting Interconnection 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. https://bajioinvest.com/en/insights/one-grid-transmission-and-distribution https://bajioinvest.com/en/insights/one-grid-transmission-and-distribution Tue, 28 Apr 2026 00:00:00 GMT Infrastructure Power grid CIGRE The April editorial of ELECTRA, CIGRE's magazine, argues that transmission and distribution are a single system. The same issue carries a Milan case study that puts numbers on that boundary: 10 MW per substation before the transmission operator notices. https://bajioinvest.com/en/insights/a-single-file-per-station https://bajioinvest.com/en/insights/a-single-file-per-station Tue, 21 Apr 2026 00:00:00 GMT Regulation Fuels Permitting A Mexican fuel station answers to half a dozen authorities, each with its own package, format and calendar. The alternative: a single file the operator maintains, from which each authority reads what it needs. https://bajioinvest.com/en/insights/one-requirement-one-standard https://bajioinvest.com/en/insights/one-requirement-one-standard Tue, 14 Apr 2026 00:00:00 GMT Regulation Fuels Permitting Inventory differences from temperature or losses are not fraud: they are physics without a written criterion. The industry needs criteria with substance: measurable, with explicit tolerances, applied the same way by everyone. https://bajioinvest.com/en/insights/bavarias-hidden-champions https://bajioinvest.com/en/insights/bavarias-hidden-champions Tue, 07 Apr 2026 00:00:00 GMT Thesis Germany Industry Supply chain 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. https://bajioinvest.com/en/insights/the-cost-of-waiting-regulatory-latency https://bajioinvest.com/en/insights/the-cost-of-waiting-regulatory-latency Tue, 07 Apr 2026 00:00:00 GMT Regulation Fuels Permitting The time between a station being ready and the authority ruling has a price: idle capital, margin that never comes back, and uncertainty. Almost nobody measures it. https://bajioinvest.com/en/insights/if-the-bajio-were-in-europe-the-us-or-china https://bajioinvest.com/en/insights/if-the-bajio-were-in-europe-the-us-or-china Tue, 31 Mar 2026 00:00:00 GMT Thesis Industry Germany China United States 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. https://bajioinvest.com/en/insights/where-the-bajio-lives-in-the-united-states https://bajioinvest.com/en/insights/where-the-bajio-lives-in-the-united-states Tue, 24 Mar 2026 00:00:00 GMT Thesis Migration United States Guanajuato 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. https://bajioinvest.com/en/insights/electrical-equipment-brands-west-and-china https://bajioinvest.com/en/insights/electrical-equipment-brands-west-and-china Tue, 17 Mar 2026 00:00:00 GMT Infrastructure Supply chain Industry China 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. https://bajioinvest.com/en/insights/san-luis-potosi-in-texas-houston-or-dallas https://bajioinvest.com/en/insights/san-luis-potosi-in-texas-houston-or-dallas Tue, 17 Mar 2026 00:00:00 GMT Thesis Migration United States San Luis Potosí 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. https://bajioinvest.com/en/insights/four-states-three-models-bajio-environmental-funds https://bajioinvest.com/en/insights/four-states-three-models-bajio-environmental-funds Tue, 10 Mar 2026 00:00:00 GMT Environment Financing Environment Guanajuato Querétaro Jalisco Aguascalientes Environmental money exists in three of the four Bajío states, but each fund rewards a different applicant and project. A comparison, which fund for what, and seven steps to a fundable project. https://bajioinvest.com/en/insights/residential-ci-and-utility-the-difference https://bajioinvest.com/en/insights/residential-ci-and-utility-the-difference Tue, 03 Mar 2026 00:00:00 GMT Thesis Solar Self-supply Investment In Mexico, the word «solar» names three different businesses: a home rooftop, the industrial plant that generates for itself, and the park that sells to the grid. The customer, the permit, the risk and who finances it all change. https://bajioinvest.com/en/insights/aguascalientes-the-environmental-fund-the-law-calls-for https://bajioinvest.com/en/insights/aguascalientes-the-environmental-fund-the-law-calls-for Tue, 24 Feb 2026 00:00:00 GMT Environment Financing Environment Aguascalientes Guanajuato, Jalisco and Querétaro turn vehicle emissions testing into environmental projects. Aguascalientes law calls for an environmental fund, but we found none operating in public sources. https://bajioinvest.com/en/insights/a-century-without-passenger-trains https://bajioinvest.com/en/insights/a-century-without-passenger-trains Tue, 17 Feb 2026 00:00:00 GMT History Rail Logistics Between 1910 and 1997 the Bajío kept its railway but lost its passenger train. The line survived as freight infrastructure; people moved to buses and cars on the highway built beside it. https://bajioinvest.com/en/insights/queretaro-an-environmental-fund-open-to-companies-academia-and-civil-society https://bajioinvest.com/en/insights/queretaro-an-environmental-fund-open-to-companies-academia-and-civil-society Tue, 10 Feb 2026 00:00:00 GMT Environment Financing Environment Querétaro Querétaro's environmental fund is not a trust but an instrument with annual rules, and any individual or organisation can submit a project. Who can apply, what it funds and how projects are scored. https://bajioinvest.com/en/insights/the-mexican-central-railway-the-line-that-made-the-bajio https://bajioinvest.com/en/insights/the-mexican-central-railway-the-line-that-made-the-bajio Tue, 03 Feb 2026 00:00:00 GMT History Rail Logistics Guanajuato In March 1884 the Mexican Central tied Mexico City to the border at El Paso along the old Camino Real. Irapuato became a junction, and the station towns of that era are today's industrial cities. https://bajioinvest.com/en/insights/fepaj-jaliscos-environmental-fund https://bajioinvest.com/en/insights/fepaj-jaliscos-environmental-fund Tue, 27 Jan 2026 00:00:00 GMT Environment Financing Environment Jalisco Jalisco created its environmental fund 16 years after Guanajuato, with a different design: open to NGOs and companies, and built to pull in federal and international money. https://bajioinvest.com/en/insights/developer-or-project-seller https://bajioinvest.com/en/insights/developer-or-project-seller Tue, 20 Jan 2026 00:00:00 GMT Thesis Investment Permitting Interconnection 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. https://bajioinvest.com/en/insights/foam-how-guanajuato-funds-its-municipalities-environmental-projects https://bajioinvest.com/en/insights/foam-how-guanajuato-funds-its-municipalities-environmental-projects Tue, 13 Jan 2026 00:00:00 GMT Environment Financing Environment Guanajuato Since 2000, part of what drivers pay for their emissions-test sticker in Guanajuato has funded garbage trucks, emissions inventories and municipal solar panels. This is how FOAM works. https://bajioinvest.com/en/insights/mexicos-electrical-regions https://bajioinvest.com/en/insights/mexicos-electrical-regions Tue, 06 Jan 2026 00:00:00 GMT Infrastructure Power grid CENACE CFE Baja California Mexico does not have one electricity map; it has five stacked on top of each other. Who operates, who transmits, who distributes, what it costs and where the price is set all follow different borders, and none of them match the states.