Power grid

Market

October 9, 2026 · 5 min

The Chetumal hub, Quintana Roo: 21.5 MW next to Belize, no pipeline, no investment

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.

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 Nezahualcóyotl hub, State of Mexico: urban land next to the airport, no developer

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.

Market

October 9, 2026 · 5 min

The Reserva Zapotlán hub, Hidalgo: the developer is in, the grid is not

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.

Market

October 9, 2026 · 7 min

The 15 welfare hubs as of October 2026: one inaugurated, six under way, eight on paper

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.

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.

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

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.

Events

September 23, 2026 · 5 min

Baja California in 2026: the power system that arrives at EnerBaja

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.

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.

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

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.

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.

Thesis

September 1, 2026 · 8 min

Why the Bajío, and why energy

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.

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 28, 2026 · 5 min

Medium-voltage direct current: what CIGRE has documented and what already exists in Mexico

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.

Regulation

June 16, 2026 · 8 min

CENACE: who runs the grid, and what the law tells it to do

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.

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.

Regulation

May 26, 2026 · 5 min

What Baja California teaches the Bajío

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.

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 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.

Infrastructure

April 28, 2026 · 5 min

One grid: transmission and distribution according to CIGRE, and what it means for the Bajío

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.

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.