Actis Re-Enters Mexico’s Renewables Sector With Yeltica Energy

UK-based sustainable infrastructure investor Actis announced the launch of Yeltica Energy, a new greenfield renewable energy platform targeting over 2GW of generation capacity in Mexico. In other news, Emerald AI, Google and NVIDIA announced the AI Energy Management Alliance (AEMA), a coalition designed to advance data centers capable of dynamically managing their electricity consumption.

Ready for more? This is your Weekly RoundUp! 

Actis Launches Yeltica Energy for Over 2GW Mexican Renewable

UK-based sustainable infrastructure investor Actis announced the launch of Yeltica Energy, a new greenfield renewable energy platform targeting over 2GW of generation capacity in Mexico. 

The Invisible Infrastructure Behind Mexico's Al Future

Andres Friedman, Co-Founder & CEO, Solfium, notes that while Mexico’s economic narrative has been driven by nearshoring, the global artificial intelligence expansion is shifting national competitiveness toward electricity access, grid resilience, and energy storage capabilities. With artificial intelligence workloads and data center developments projected to require approximately 1.5GW of additional power capacity in Mexico before 2030, building distributed energy infrastructure and expanding generation limits will be essential to sustaining the country's industrial and digital growth.

Natural Gas Key to Mexico's Energy Security: AMGN

Alfredo Bejos, President, AMGN, says that natural gas remains the indispensable backbone of Mexico’s energy security, industrial competitiveness, and energy transition strategy. As nearshoring accelerates manufacturing demand across the country, expanding natural gas transport, distribution, and storage infrastructure will be essential to ensure reliable supply, lower electricity costs, and integrate cleaner energy solutions into the national power grid.

ESENTIA Buys TC Energy Gas Pipeline for US$400 Million

ESENTIA Energy Development announced an agreement to acquire 100% of Energía Occidente de México (EOM) from TC Energy subsidiaries TC Energía Mexicana and TCPL CentrOriente for a gross purchase price of US$400 million.  

How CEOs Can Optimize I-REC Strategy and Tax Equity

Ian De la Garza, CEO, Finsolar, writes that Mexican companies facing corporate sustainability deadlines must distinguish between purchasing environmental attributes and executing long-term Tax Equity investments. He emphasizes that while buying International Renewable Energy Certificates (I-RECs) offers an immediate compliance path, CEOs and CFOs should leverage Article 34, Section XIII of Mexico's Income Tax Law to invest in productive renewable assets, align fiscal deductions with capital allocations, and avoid last-minute governance bottlenecks.

Heat: The Overlooked Half of the Energy Transition

Daniel García Valladares, CEO, Modulo Solar, writes that decarbonizing industrial and commercial thermal processes, which account for 48% of global final energy consumption, requires a two-stage hybrid approach rather than full electrification. 

NVIDIA, Google Launch Alliance to Speed Data Center Connections

AI infrastructure is in a phase in which access to electricity may determine how quickly computing capacity can expand. As data centers place greater demands on power grids, technology companies and energy providers are exploring ways to make electricity consumption more responsive to grid conditions.