Mexico’s Energy Forum, Gas Demand Shifts Highlight Market Strains

At Mexico's National Energy Forum, industry leaders talked about the potential to accelerate clean energy adoption. However, concerns were raised regarding outdated regulations, slow approvals, and infrastructure gaps that could threaten Mexico’s clean energy and electrification goals.

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Mexico’s Energy Forum Calls for Certainty, Modernization

Among the topics discussed, Senator Yeidckol Polevnsky laid out a five-point proposal aimed at accelerating solar energy adoption in Mexico, with a focus on social equity, regulatory reform, and residential electrification. She called on the federal government to support rooftop solar deployment in underserved areas by working with agencies like INFONAVIT and FIDE to offer affordable financing schemes. “This is truly simple and could help solve many problems,” she said.

Climate Volatility Complicates Mexico’s Energy Demand Forecasts

Mexico’s natural gas demand has slowed sharply during the 2025 summer season as weather patterns tied to climate change make energy demand harder to project. Higher-than-expected rainfall, cooler temperatures, and increased hydropower output have reduced gas-fired power generation, underscoring the vulnerability of the country’s energy market to extreme weather.

Danske Bank Implements New Fossil Fuel Investment Method

Danske Bank has completed the implementation of a new methodology for investments in fossil fuel companies across its Danske Invest and Danica investment products. This new approach, announced in February 2024, focuses on companies with credible transition plans to support a shift toward a more sustainable society.

Energy, Housing Take 15% of Mexican Household Spending

Mexican households are allocating a significant share of their budgets to housing, energy, and home maintenance, according to the 2024 National Household Income and Expenditure Survey. The survey found that families spend an average of MX$7,360 per quarter, around 15% of total household expenditure, on these items.

Puebla Partners for Lithium, Solar Energy Projects

The government of Puebla, led by Governor Alejandro Armenta, is undertaking two strategic projects focused on energy transition and technological innovation. The governor stated that these initiatives align with the vision of President Claudia Sheinbaum to connect inclusive companies with technology for development and environmental protection. The projects aim to generate community wealth in Puebla.

US Energy Exports Reach Record High in 2024

The United States exported a record 31 quadrillion BTU (quads) of energy in 2024, representing about 30% of its total domestic primary energy production. This marks a considerable increase in the percentage of energy exported in recent decades. The majority of these exports were fossil fuels.

CNE Rejects Delaro Wind Farm Delay, Next Energy Solar Permit

Mexico’s National Energy Commission (CNE) has denied two high-profile project requests, citing a lack of progress and insufficient financial backing. The regulator rejected an extension request from Thermion, developer of the 117MW Delaro wind farm in Tamaulipas, to delay construction until April 2026. Separately, CNE denied a generation permit to Next Energy for a 24MW solar plant near Monterrey. 

US Fuel Retailers Applaud Trump’s Renewable Fuel Standards

The National Association of Convenience Stores (NACS), NATSO, and SIGMA have commended the Trump Administration's proposed Renewable Volume Obligations for 2026 and 2027, stating they align more closely with the market's capacity for biofuel consumption. The organizations, which represent approximately 90% of fuel sold at retail in the US, support the trajectory of the Renewable Fuel Standard (RFS) program's growth. They urged the Environmental Protection Agency (EPA) to consider the impact on retail fuel prices and expressed readiness to work with the administration to implement the regulatory standard.

COMSA Marine Wins EPC Contract for AMIGO LNG Terminal

COMSA Marine has been awarded the engineering, procurement, and construction (EPC) contract for the marine facilities of the AMIGO LNG export terminal. The joint venture between Epcilon LNG and LNG Alliance is developing the 7.8Mt/y liquefied natural gas (LNG) terminal in Guaymas, Sonora, Mexico.

CFE Holds National Meeting to Reinforce Operations, Integration

CFE held its First National Meeting of the Operations Directorate to reinforce its processes for generating, transmitting, and distributing energy across Mexico. CFE Director General Emilia Calleja presided over the meeting, where she recognized recent results and urged the leaders of the substantive processes to work together for the company's reintegration.

CFE Expands Manzanillo Plant With New 350MW Power Unit

President Claudia Sheinbaum, accompanied by Colima Governor Indira Vizcaíno, visited the new phase of CFE’s General Manuel Álvarez Moreno combined-cycle power plant in Manzanillo, where the first gas turbine of the Manzanillo III expansion began operations this week. The facility, which currently has an installed capacity of 2.754GW, will see an additional 350MW added once the steam turbine is completed, bringing total capacity to 3.104GW.

INEEL, SENER, CENACE Advance SIE Modernization

Officials from SENER and CENACE met with the National Institute of Electricity and Clean Energy (INEEL) to review progress on the renewal of the country’s Energy Information System (SIE), assess the institute’s information technology needs, and define next steps for expanding the project in line with Mexico’s updated energy planning framework.

Trumps’ Tariffs on India Underscore Shift in Energy Trade

The United States will raise tariffs on Indian imports to 50%, citing the country’s continued purchase of Russian oil, according to an executive order signed by President Donald Trump on Wednesday. The decision adds an additional 25% to the previously announced 25% tariff, both of which are scheduled to take effect within the next three weeks.

CNE Sets New Rules for Self-Consumption Generation Permits

CNE has published the agreement outlining requirements for obtaining electricity generation permits for self-consumption. The new rules apply to plants with a capacity between 0.7 and 20MW and were approved by CNE's Technical Committee on July 23.