Sheinbaum Unveils 2026–2030 Infrastructure Investment Plan

The Ministry of Finance and Public Credit (SHCP) has unveiled the Infrastructure Investment Plan for Development With well-being 2026–2030, aiming to mobilize MX$5.6 trillion (US$323.12 billion) in public and mixed investment across eight strategic sectors: energy, rail, roads, ports, health, water, education, and airports. 

The plan is framed as a key lever to strengthen “Plan México” by accelerating growth while emphasizing social justice, regional development and sustainability. President Claudia Sheinbaum states that the government will add MX$722 billion (US$41.66 billion) in infrastructure investment during 2026, equivalent to about 2% of GDP, on top of the investment already included in the 2026 federal spending budget.

She stresses that the administration’s approach differs from past public-private models by keeping strategic assets under state stewardship and avoiding financing structures that shift excessive risk to the public sector through costly debt.  

According to Minister of Finance Édgar Amador, the government reviewed more than 1,500 projects to shape the portfolio. The indicative allocation puts energy first (54%), followed by rail (16%), roads (14%), ports (6%), health (6%) and water (3%), with the remainder spread across other priorities including education and airports. 

The plan’s implementation rests on four pillars designed to speed delivery and improve transparency:

• Strategic Investment Planning Council led by the presidency to prioritize projects and track progress

• New infrastructure investment vehicles to improve efficiency and transparency versus traditional schemes 

• Regulatory updates, including a proposed legal initiative to formalize the new framework

• A national project database to support planning, monitoring, and investor-facing metrics.  

“Mixed Investment” Without Losing State Control

Mixed investment is a structure where the state retains ownership and sets social objectives, while private capital can accelerate timelines, spread risks, and reduce pressure on any single budget line, says Jorge Mendoza, CEO, National Bank of Public Works and Services (BANOBRAS). Examples include the vehicle used for acquiring Iberdrola power plants and for works such as the Tepic airport project and highway infrastructure in western Mexico.  

Some finance officials argue that prioritizing public investment can “crowd in” private investment, while ensuring growth translates into jobs, improved connectivity, stronger regional development, and higher sovereignty, under a model they present as fiscally responsible and socially focused.