Public policy

Sustainable development

October 10, 2026 · 8 min

Agenda 2030 in the Bajío–Centro-Occidente: four years to go

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.

Market

October 9, 2026 · 5 min

The Altamira hub, Tamaulipas: the largest, still on paper

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.

Market

October 9, 2026 · 5 min

The Cancún Financial and Technology District hub, Quintana Roo: declared in August, questioned in September

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.

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 Durango hub (CLID): an existing park with 8.6 MW and a USD 1 billion project

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.

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 Huamantla hub, Tlaxcala: the first one open, with 8 MW for USD 540 million

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.

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 · 6 min

The Parque Industrial Bajío hub, Michoacán: 342 ha beside Lake Cuitzeo, waiting for its environmental permit

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.

Market

October 9, 2026 · 5 min

The Puebla Technology and Sustainability hub: named companies, long timeline

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.

Market

October 9, 2026 · 5 min

The Puerta Logística del Bajío hub, Guanajuato: a rail node still waiting for works

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.

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 · 5 min

The San Jerónimo hub, Chihuahua: on the border, still in planning

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.

Market

October 9, 2026 · 5 min

The Seybaplaya I hub, Campeche: port and gas at hand, no tenants

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.

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

October 9, 2026 · 8 min

The Michoacán hub and Guanajuato: one corridor

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.

Market

October 9, 2026 · 5 min

The Topolobampo hub, Sinaloa: gas at the gate, conflict in the bay

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.

Market

October 9, 2026 · 5 min

The Tuxpan hub, Veracruz: 235 ha next to the port and only 4 MW

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.

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.

Sustainable development

October 7, 2026 · 9 min

The Bajío states and the 2030 Agenda

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.

Sustainable development

October 6, 2026 · 9 min

What the federal government is doing: plans, budgets and gaps

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.

Sustainable development

October 4, 2026 · 9 min

What Mexico signed: agreements that bind and agreements that guide

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.

Sustainable development

October 3, 2026 · 7 min

SDGs: four years from 2030, where the world and Mexico stand

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.

Sustainable development

October 2, 2026 · 7 min

MDGs: the eight goals that taught us to measure

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.

Thesis

October 2, 2026 · 9 min

Six axes and one condition: an energy agenda for the Bajío

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.

Thesis

September 30, 2026 · 10 min

Long hours, low skills: what Mexico can learn from countries that turned it around

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.

Thesis

September 22, 2026 · 7 min

Expensive, stable, long-term rules: what an investor is looking for

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.

Electromobility

September 10, 2026 · 4 min

The bus before the car

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.

Thesis

August 18, 2026 · 6 min

A just energy transition: what Mexico must prepare

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.