China

Technology

October 5, 2026 · 6 min

China: 41% of downloads and a question of trust

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.

Thesis

September 17, 2026 · 6 min

The last mile: how China brought reliable power to everyone, and why generation is the easy part

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.

History

June 30, 2026 · 7 min

The Manila Galleon, silver and Guanajuato: the first global supply chain ran through the Bajío

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?

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.

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.