National Strategy for the Electric Sector

AXIS 4. Clear Rules to Ensure and Increase Private Investment

Mexico's energy transition depends on a strategic balance between public and private participation in electricity generation. To foster an attractive environment for private investment, clear rules have been established that guarantee certainty, competitiveness and alignment with national objectives.

Successful Energy Transition: Strategic Keys

Complying with the proposed scenarios, respecting the Grid Code and maintaining 30% energy backup are fundamental pillars to achieve a robust and sustainable energy transition.

With these guidelines, private participation in electricity generation is ensured up to 46% , allowing:

• Addition of renewable generation : Between 6,400 MW and 9,550 MW through investments estimated between 6 and 9 billion dollars by 2030 .
• Meet the energy demand needed to boost nearshoring , guaranteeing clean and competitive energy to attract international companies.

Forms of Private Participation in Generation

1. Mixed Generation :
   • CFE leads with 54% of the investment, while the rest comes from private actors.
   • This model ensures a strategic balance between state control and private efficiency.
2. Long Term Producers :
   • Private companies can deliver energy and capacity directly to the CFE, aligning with the National Energy Plan .
3. Generators for the Electric Market :
   • Collaboration with the private sector strengthens access to renewable energy and optimizes the national electricity market.

Private Participation in Own Consumption

The strategy also promotes clear schemes for energy consumption in companies and private projects:

• Up to 0.7 MW exempt from permit for small businesses.
• Between 0.7 and 20 MW : On-site consumption without surplus to the grid.
• Connection to the grid for own consumption : These companies pay a transparent fee for the use of the transmission infrastructure, promoting a fair relationship between private consumption and contributions to the system.

Impact on the Energy Sector and Private Investment

Clarity in the rules not only ensures confidence among investors, but also encourages the development of energy infrastructure necessary for a competitive Mexico. Private sector integration drives:

• Greater penetration of renewable sources.
• Economic growth through projects that combine efficiency and sustainability.
• Technological innovation applied to transmission and distribution systems.

Conclusion

A robust and predictable regulatory framework is essential to building Mexico’s energy future. Public-private collaboration not only strengthens the grid, but also positions the country as a leader in energy transition.

At Corey Solar , we support initiatives that promote a balance between private investment and sustainability, ensuring that energy growth goes hand in hand with environmental care and economic development.