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Mexico City, April 10 2025
On April 9th, 2025, CFE presented the Strengthening and Expansion Plan for the National Electrical System 2025-2030 (the «Plan«), aimed at increasing energy self-sufficiency, meeting growing industrial demand, and attracting investment. The Plan outlines a total investment of $624,618 million pesos from CFE, with contracting schemes open to both national and international private participation.
The key points of the Plan are as follows:
Electricity Generation.
- Addition of 29,074 MW of electrical capacity: 6,400 MW from the private sector and 22,674 MW from CFE.
- CFE investment: $427,624 million pesos.
- Progress for entry into operation:
- 4 combined cycle plants: Salamanca I, San Luis Potosí, El Sauz II, and Mérida.
- 7 hydroelectric plants: La Villita, Zimapán, Encanto, Portezuelos I, Portezuelos II, Minas, and Santa María.
- Investment: $37,939 million pesos.
- Capacity: 2,228 MW.
- Tendering of 7 projects in 2025: 3,386 MW of capacity and a joint investment of $59,451 million pesos. Below are the details of each project to be tendered:
| Location | Project | Type | Capacity | Investment (USD) | Call for Tender | Award | Operation / Completion |
| Tula, Hidalgo. | CCC Francisco Pérez Ríos. | Combined cycle. | 912 MW. | $827 million. | April 2, 2025. | August 13, 2025. | Operation: August 2028. |
| Salamanca, Guanajuato. | CCC Salamanca II. | Combined cycle. | 498 MW. | $537 million. | April 23, 2025. | September 3, 2025. | Operation: September 2028. |
| Altamira, Tamaulipas. | CCC Altamira. | Combined cycle. | 581 MW. | $424 million. | May 14, 2025. | September 24, 2025. | Operation: December 2028. |
| Los Cabos, B.C.S. | CCI Los Cabos. | Internal cycle. | 240 MW. | $272 million. | June 11, 2025. | October 22, 2025. | Completion: August 2028. |
| Mazatlán, Sinaloa. | CCC Mazatlán. | Combined cycle. | 575 MW. | $529 million. | July 2, 2025. | November 12, 2025. | Operation: November 2028. |
| Puerto Peñasco, Sonora. | CFV P Peñasco Sec III. | Photovoltaic. | 300 MW. | $270 million. | August 12, 2025. | December 2025. | Completion: July 2027. |
| CFV P Peñasco Sec IV. | Photovoltaic. | 280 MW. | $252 million. | August 21, 2025. | December 2025. | Completion: December 2027. |
Electricity Transmission.
- CFE Investment $124,524 million pesos.
- Target for 2030: 158 projects to strengthen the National Transmission Grid with 15,729 MVA.
- Progress for entry into operation:
- 67 projects in progress: 34 completed and 33 projects to be completed.
- CFE investment (2025-2030): $32,000 million pesos.
- Capacity: 1,495 KM-C, 3,257 MVAr, and 6,542 MVA.
- 77 new transmission projects (pending definition), with an investment of $476 million pesos and a capacity of 1,705 MVA.
- Tendering of 9 projects in 2025 (within the 77 new transmission projects):Capacity of 74 KM-C, 614 MVAr, and 1,705 MVA, with a joint investment of $476 million pesos, located in Jalisco, Coahuila, Sinaloa, Chihuahua, Tamaulipas, Nuevo León, Baja California, and Guanajuato.
Electricity Distribution.
- Target for 2030: 97 new substations, 95 substation expansions, 6,875 network modernization works, and 42,221 electrification works to strengthen the General Distribution Networks.
- In 2025, four programs are in progress, contributing a total of 3,045.2 MVA, with the following projects currently operational:
| Project | Capacity / Works | Start Date | End Date | Progress |
| 34 new substations. | 1,014.50 MVA | January 2025. | December 2025. | 22% |
| Expansion of 47 substations. | 2,030.70 MVA | January 2025. | December 2025. | 31% |
| Modernization of distribution network. | 1,338 works. | January 2025. | November 2025. | 41% |
| Electrification coverage. | 12,235 works. | January 2025. | December 2025. | 22% |
- CFE investment: $23,409 million pesos.
- Capacity: 3,045 MVA.
Next Steps and Timeline.
- Tendering of the abovementioned projects is anticipated to commence in the upcoming months of 2025, with the specific investment and contracting frameworks yet to be defined.
Our energy and infrastructure practice lawyers are at your disposal for any questions or comments regarding this matter.
Sincerely,
Juan Carlos Serra
Pablo Nosti Herrera
Pamela Salas García
Iván Sánchez López
Paola Arcos Seoane
