Regulation
October 8, 2026 · 7 min
Project support desks: what Jalisco can do
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.
Weekly
September 21, 2026 · 6 min
Power week, 14–21 September: a deadline that did not move, unannounced audits, and batteries that already pay
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.
Thesis
September 14, 2026 · 7 min
Permitting is no longer the problem
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.
Regulation
September 8, 2026 · 6 min
Binding planning: when the State first decides what the country needs
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.
Regulation
September 3, 2026 · 6 min
Three environmental and social changes that set the size of an energy project
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.
Regulation
August 4, 2026 · 4 min
Vapour recovery: what NOM-004 requires in Tijuana and the Bajío
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.
Regulation
May 12, 2026 · 5 min
24 months: the real interconnection timeline
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.
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.
Regulation
April 21, 2026 · 4 min
A single file per station
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.
Regulation
April 14, 2026 · 4 min
One requirement, one standard
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.
Regulation
April 7, 2026 · 4 min
The cost of waiting: regulatory latency at Mexico's fuel stations
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.
Thesis
January 20, 2026 · 7 min
Developer or project seller: the difference that defines your investment
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.
All topics
- #PublicPolicy 29
- #Guanajuato 26
- #Investment 24
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- #Industry 23
- #IndustrialParks 21
- #Logistics 16
- #UnitedStates 13
- #Environment 12
- #Permitting 12
- #SupplyChain 10
- #CFE 10
- #NaturalGas 9
- #Querétaro 9
- #BajaCalifornia 8
- #EnergyPlanning 8
- #Germany 7
- #SDGs 7
- #Rail 7
- #Financing 7
- #AI 7
- #Nearshoring 7
- #TechSovereignty 7
- #Aguascalientes 6
- #EnergyStorage 6
- #SelfSupply 6
- #China 6
- #Jalisco 6
- #Fuels 6
- #CENACE 5
- #Japan 5
- #Solar 5
- #EnergyTransition 5
- #Water 4
- #Interconnection 4
- #SanLuisPotosí 4
- #AirQuality 3
- #Electromobility 3
- #Migration 3
- #CIGRE 2
- #PowerDemand 2
- #Hydrogen 2
- #Talent 2
- #WindPower 1