The director general of the Comisión Federal de Electricidad, Emilia Calleja Alor, told lawmakers on November 5, 2026 that the electricity subsidy amounts to roughly 125 billion pesos a year and that the company's installed generation capacity, together with that of external producers, stands at around 64,000 megawatts.

The figure came up during her appearance for the Glosa del Segundo Informe de Gobierno, before the Energy Commission of the Cámara de Diputados. According to El Universal, Calleja specified that for 2026 around 85 billion pesos in federal resources were contemplated, and that the total amount of support applied is estimated at between 120 billion and 125 billion pesos a year. The company itself covers the difference: according to Energía a Debate, close to one third of the subsidy, about 41.6 billion pesos, comes from the CFE's own resources. For a Mexican household, the data explains why the rate it pays does not reflect the cost of generation: with that support, more than 50 million users, close to 90 percent of them residential, pay below the cost of supply, according to La Jornada.

On generation, Energía a Debate reported that the CFE reached 47,982 megawatts of its own, plus 16,119 megawatts contributed by independent power producers. Between February 2025 and May 2026, six plants came into operation, mainly combined cycle, adding 3,204 megawatts with investments of 52.424 billion pesos, in Guanajuato, San Luis Potosí, Querétaro, Colima, Yucatán and Baja California. On August 20, 2026, the Sistema Interconectado Nacional reached a peak demand of 54,530 megawatts, equivalent to the consumption of 54 million homes. On reliability, the official reported 317,608 interruptions between January and August 2026, 36 percent fewer than in 2024. Lawmakers from different benches asked about outages that persist in Nuevo León, Coahuila and San Luis Potosí.

For 2027 the company expects projects such as Riviera Maya-Valladolid, in Quintana Roo, Tuxpan Fase I, in Veracruz, and San Luis Río Colorado, in Sonora, to come online, with physical progress above 95 percent. The adjustment to household rates for 2026 will be 3.8 percent, below inflation, according to La Jornada.

This article was written with the assistance of artificial intelligence from verified sources and reviewed by a human editor before publication.