Mexico plans 32 GW of new capacity by 2030 and has reopened the door to private generation. In a single month, nearly 20 utility-scale solar projects — most with batteries — entered environmental review.
Mexico has reset its electricity strategy, and private investors are back in the game. After years of uncertainty, the government has set out a clear expansion plan, opened new channels for private generation and storage, and approved a fast-growing pipeline of solar-plus-battery projects.
The national plan
On 11 May 2026, Mexico’s Energy Ministry (Sener) presented an electricity investment programme of MXN 740 billion (about US$42 billion) for 2025–2030. It targets 32 GW of additional capacity by 2030 on top of about 90 GW installed, and aims to raise the renewable share of the mix from 24% to 38% (The Rio Times, 12 May 2026). State utility CFE keeps at least 54% of supply, with private generators providing the rest (pv magazine, October 2025).
Private capital can enter through three channels (The Rio Times):
- A second private generation tender for privately owned renewable projects
- A strategic projects tender with CFE for mixed public-private generation and storage
- A single-window permit track for industrial self-supply, cutting permitting from about 18 months to about two months
Storage is already part of the picture: Mexico’s December 2025 award included 1,488 MW of battery storage (The Rio Times). Sener’s national electricity programme projects 6.4–9.55 GW of new solar and wind capacity to 2030 (pv magazine, 20 October 2025).
The project pipeline is moving
In roughly one month to September 2026, nearly 20 utility-scale solar projects — more than 3 GW of PV, most with battery systems and at least 800 MWh of disclosed storage — entered environmental assessment or received conditional approval from Semarnat (ESS News, 9 September 2026). Examples:
- La Morita III, Nuevo León: 300 MW solar with 90 MW / 270 MWh of storage, connecting via a 400 kV line to CFE’s Presa Grande substation
- Barajas Solar, Coahuila: 110 MWac with 34.5 MW / 103.5 MWh of storage, about US$130 million
- Lagartija and Ocelote, State of Mexico (Genux): 201 MW with batteries, awarded in the 2026 binding planning process, about US$165 million
- Delicias Solar, Guanajuato: 42 MWac combined with a 35 MW electrolyser for green hydrogen
Projects span at least eight states, from Nuevo León and Coahuila to Veracruz, Campeche and the State of Mexico.
Where the opportunities are
- Solar and storage EPC: modules, inverters, battery systems, plant control
- Grid connection: substations, high-voltage lines, grid studies
- Industrial self-supply: on-site solar and storage for manufacturers relocating supply chains to Mexico
- Digital: energy management systems, battery monitoring, forecasting and trading software
- Green hydrogen: electrolysers and balance of plant for early projects
What Connectivity is monitoring
- Results of the second private generation tender and CFE’s strategic projects tender
- Semarnat approvals and grid-connection permits in the main solar states
- Storage requirements and market rules for batteries
- Industrial self-supply projects linked to nearshoring
Enter Mexico’s energy expansion at the right moment. Connectivity tracks tenders, permits and developers across Mexico and connects you with vetted local partners and EPC contractors.