Mexico's Federal Electricity Commission (CFE) unveiled its 2026-2030 Development Program on August 26, projecting an increase in National Electric System generation capacity from 46.6 to 70.7 gigawatts (GW). That represents 24.1 GW of additional capacity by 2030, laid out in a plan that, for the first time, consolidates growth targets, investment requirements, and financing structures into a single public document.
The program incorporates data that had not previously been made public: growth targets, new generation capacity, projected investments, the integration of renewable energy, financing sources, expected market behavior, and financial results through 2030, CFE detailed. With the expansion, the company's share of system generation will rise from 43% to 53%, and when FONADIN plants are included, state-sector participation will reach 62%, according to Reporte Índigo. The document replaces the previous Business Plan and consolidates the company's strategic planning for the remainder of the decade. For the North American business community, the expansion matters because a system with greater capacity and cleaner generation supports the electricity demand that underpins investment and employment across the region.
The bulk of the new additions will be clean. Between 2026 and 2030, the plan calls for adding 15.2 GW of renewable and zero-emission-technology capacity, representing 82% of the 18.6 GW of new capacity for the period. As a result, renewables' share of CFE's generation will climb from 21% to 34% by 2030. To finance part of the expansion, the program envisions mixed-ownership structures combining CFE resources with private capital, alongside market instruments and mechanisms such as Fibra E for select transmission projects. The company emphasized that the publication allows stakeholders to see not only historical performance but also what lies ahead: how much it expects to grow, which investments will be required, and how projects will be financed.
The program replaces the previous Business Plan and, for the first time, makes CFE's growth strategy fully visible: what capacity it will add, with what investments, and with what financing. It is a public roadmap that will accompany the company's evolution through the end of the decade.
This article was written with artificial intelligence assistance based on verified sources and reviewed by a human editor before publication.