{"id":2128,"date":"2026-06-21T07:07:00","date_gmt":"2026-06-21T07:07:00","guid":{"rendered":"https:\/\/paulalejandro.one\/?p=2128"},"modified":"2026-08-25T07:32:46","modified_gmt":"2026-08-25T07:32:46","slug":"the-challenges-of-the-electricity-sector","status":"publish","type":"post","link":"https:\/\/paulalejandro.one\/es\/the-challenges-of-the-electricity-sector\/","title":{"rendered":"The Challenges of the Electricity Sector"},"content":{"rendered":"\n

Recently, the CFE awarded 37 mixed projects totaling 7,411 MW<\/strong>, after receiving more than 200 proposals. The figure confirms private appetite, following the constitutional changes of 2024, but it does not resolve the structural challenges facing the sector and that could create logistical and operational obstacles.<\/p>\n\n\n\n

On the positive side, the call exceeded the target of 6,500 MW and selected projects from 31 developers. The Yucat\u00e1n Peninsula and the Northeast<\/strong> concentrated 20 awards, ten in each region. Around 6,710 MW are solar, compared with a requirement of 3,550 MW; wind remained close to 700 MW against a target of 2,850 MW, and solar thermal received no awards. The market responded as it could, mainly through photovoltaic developments with mature technology, known financing, and shorter execution times.<\/p>\n\n\n\n

However, the first risk lies outside the contract and within the supply chain. The electricity demand<\/strong> associated with artificial intelligence<\/strong>, data centers, advanced manufacturing, and electrification at the global level puts pressure on the same equipment that Mexican projects will need. Releasing the bottleneck is complicated because it is not only the panels, but also power transformers, substations, control equipment, inverters, protections, microprocessors, circuits, specialized wiring, electrical steel, and copper wiring.<\/strong><\/p>\n\n\n\n

Given the shocks to supply chains, a bid awarded in the procedure using current market variables may reach the construction stage with prices and dates different from those that made the model viable, as a result of the increase in demand in other projects.<\/p>\n\n\n\n

For example, in the United States<\/strong>, demand for transformers<\/strong> grew by more than 200% between 2019 and 2025, and demand for substation transformers by more than 100%. Additionally, prices have risen by around 80% in five years and some large equipment faces delivery times of up to four years. For Mexico, this may be an imported constraint. If a transformer or a substation arrives late, not only is the project delayed, but also the expected energy.<\/p>\n\n\n\n

The second risk is more structural. So far, the visible push is concentrated on renewables and storage, but a sufficient portfolio of firm projects does not appear with the same clarity. Batteries help shift energy and support ramps, but they do not replace the continuous availability required by a system with growing peak demand. There, the problem is no longer only solar, transmission, or storage, but the schedule for thermal equipment.<\/p>\n\n\n\n

Gas turbines and engines<\/strong> are also entering into scarcity. Global demand for flexible generation is growing alongside data centers and industry, and manufacturers and analysts report waits of three to seven years for gas turbines, with queues that may reach 2030 or beyond. Every year that Mexico takes to approve, contract, and execute firm projects shifts the real entry of capacity into the next decade.<\/p>\n\n\n\n

Thus, yes, the call shows appetite, but the system needs execution. Renewable resources<\/strong> are not deliverable energy and installed capacity is not firm capacity. Additionally, awarded capacity is not operating capacity, and permits not granted today will not be able to materialize quickly. The longer Mexico takes to promote the development of private thermal projects<\/strong>, to turn mixed projects into actual construction, and to complement renewables with firm capacity, the more likely it is that the electricity problem of the next decade will not be the lack of private interest, but the lack of capacity that can be executed on time.<\/p>\n\n\n\n

\n\n\n\n

This article was originally published by La Prensa OEM<\/strong>.<\/strong>
Date:<\/strong> June 21, 2026
Link:<\/strong> https:\/\/oem.com.mx\/la-prensa\/analisis\/opinion-de-paul-alejandro-sanchez-campos-los-retos-del-sector-electrico-30672915<\/a> [Online]<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Recently, the CFE awarded 37 mixed projects totaling 7,411 MW, after receiving more than 200 proposals. The figure confirms private appetite, following the constitutional changes of 2024, but it does not resolve the structural challenges facing the sector and that could create logistical and operational obstacles. On the positive side, the […]<\/p>\n","protected":false},"author":1,"featured_media":2129,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37,2,38,43],"tags":[],"class_list":["post-2128","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","category-business","category-energy-policy","category-renewables"],"_links":{"self":[{"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/posts\/2128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/comments?post=2128"}],"version-history":[{"count":1,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/posts\/2128\/revisions"}],"predecessor-version":[{"id":2130,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/posts\/2128\/revisions\/2130"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/media\/2129"}],"wp:attachment":[{"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/media?parent=2128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/categories?post=2128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/paulalejandro.one\/es\/wp-json\/wp\/v2\/tags?post=2128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}