CFE

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.

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.

Infrastructure

September 24, 2026 · 4 min

Mexico's power bottleneck isn't generation — it's the grid

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.

Infrastructure

September 23, 2026 · 5 min

Hydrogen in Mulegé: why isolated grids may become Mexico's greenest

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.

Infrastructure

September 23, 2026 · 5 min

The line that already exists: what a 67 km reconductoring in Baja California shows about grid capacity in the Bajío

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.

Regulation

September 22, 2026 · 9 min

The state of energy investment schemes in Mexico (September 2026)

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.

History

September 15, 2026 · 12 min

It started in León: four cycles of Mexico's electricity grid

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.

Regulation

May 19, 2026 · 4 min

The Bajío's grid is decided in June

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.

Regulation

May 5, 2026 · 4 min

Who decides what on Mexico's power grid

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.

Infrastructure

January 6, 2026 · 8 min

One country, five maps: how Mexico is divided electrically

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.