Energy policy and USMCA: opportunities for Mexico’s competitiveness
North American economic integration and nearshoring reinforce the need for a reliable, efficient and sustainable energy system in Mexico.
Ariel Garfio and Regina González analyze how the USMCA and nearshoring have increased the importance of an energy system capable of supporting industrial growth and North American economic integration.
The publication examines the energy policy arising from Mexico’s 2024 constitutional reform, the binding planning framework in the electricity sector, and the priority role of CFE and Pemex. It also addresses the importance of maintaining conditions that enable private investment in the development of energy infrastructure and projects.
The analysis highlights regulatory certainty, energy availability and effective coordination between the public and private sectors as relevant factors for strengthening Mexico’s competitiveness and capturing opportunities associated with the relocation of supply chains.
