https://thewatt.org/en/Energy news and analysis on Mexico, the Gulf and Latin America.enhttps://thewatt.org/en/nota/itaipu-solar-paraguay-estabilidad-red/https://thewatt.org/en/nota/itaipu-solar-paraguay-estabilidad-red/Wed, 28 Oct 2026 00:00:00 -0600RenewablesItaipú is studying between 100 and 1,000 MW of solar for Paraguay: simulations show that a POD controller stabilizes 0.4 Hz oscillations at three substations.https://thewatt.org/en/nota/brent-repunta-ataque-refineria-saudita/https://thewatt.org/en/nota/brent-repunta-ataque-refineria-saudita/Wed, 28 Oct 2026 00:00:00 -0600HydrocarbonsBrent rises 1.2% to $115.19 after the claimed attack on the Saudi refinery. What it means for Mexico's diesel subsidy and IEPS rates.https://thewatt.org/en/nota/senado-ley-ingresos-2027-deuda/https://thewatt.org/en/nota/senado-ley-ingresos-2027-deuda/Wed, 28 Oct 2026 00:00:00 -0600PolicyThe Senate approved the 2027 Revenue Law with 10.6 trillion pesos in revenue and a 1.7 trillion debt ceiling that sets limits for Pemex and CFE.https://thewatt.org/en/nota/huties-ras-tanura-refineria-aramco/https://thewatt.org/en/nota/huties-ras-tanura-refineria-aramco/Tue, 27 Oct 2026 00:00:00 -0600HydrocarbonsHouthis claim a ballistic missile hit Aramco's Ras Tanura refinery; Saudi Arabia has not confirmed it and Brent trades near 115 dollars. What to watch.https://thewatt.org/en/nota/cfe-corte-programado-soto-la-marina/https://thewatt.org/en/nota/cfe-corte-programado-soto-la-marina/Tue, 27 Oct 2026 00:00:00 -0600ElectricityCFE schedules maintenance on the Soto La Marina, Tamaulipas, power grid this October 27 from 11:00 to 19:00. See the affected areas and the notice.https://thewatt.org/en/nota/blm-nevada-arrendamientos-geotermicos/https://thewatt.org/en/nota/blm-nevada-arrendamientos-geotermicos/Tue, 27 Oct 2026 00:00:00 -0600GeothermalThe BLM accepted bids worth $4.83 million across 60 geothermal parcels in Nevada. Here are the acreage, the counties, and why it matters as a benchmark for concessions.https://thewatt.org/en/nota/sheinbaum-lula-reunion-pemex-petrobras/https://thewatt.org/en/nota/sheinbaum-lula-reunion-pemex-petrobras/Tue, 27 Oct 2026 00:00:00 -0600PolicySheinbaum and Lula agreed to meet soon after the October 26, 2026 call and to revive Pemex-Petrobras cooperation on energy and trade.https://thewatt.org/en/nota/samsung-sdi-baterias-nca-indiana/https://thewatt.org/en/nota/samsung-sdi-baterias-nca-indiana/Mon, 26 Oct 2026 00:00:00 -0600RenewablesSamsung SDI will supply 1 GWh of NCA batteries made in Indiana to Alpha Omega Power for projects in ERCOT and WECC, bringing its total with the customer to 1.5 GWh.https://thewatt.org/en/nota/hacienda-subsidio-adicional-diesel/https://thewatt.org/en/nota/hacienda-subsidio-adicional-diesel/Mon, 26 Oct 2026 00:00:00 -0600HydrocarbonsTreasury raises the additional diesel subsidy to 2.63 pesos per liter for October 24 to 30; total support reaches 9.99 pesos and the IEPS stays at zero.https://thewatt.org/en/nota/singapur-estudio-factibilidad-geotermia/https://thewatt.org/en/nota/singapur-estudio-factibilidad-geotermia/Mon, 26 Oct 2026 00:00:00 -0600GeothermalSingapore commissions a geothermal feasibility study after estimating a technical potential 60 times greater than its annual 60 TWh consumption. What comes next and how it compares with Mexico.https://thewatt.org/en/nota/sener-huachicol-fiscal-combustibles-2025/https://thewatt.org/en/nota/sener-huachicol-fiscal-combustibles-2025/Mon, 26 Oct 2026 00:00:00 -0600PolicySener detected 8,824 million liters of fuel without traceability in 2025, valued at 61,700 million pesos; commercialization accounted for 72% of the imbalance.https://thewatt.org/en/nota/grupo-dragon-financiamiento-solar-guatemala/https://thewatt.org/en/nota/grupo-dragon-financiamiento-solar-guatemala/Sun, 25 Oct 2026 00:00:00 -0600RenewablesGrupo Dragón secures financing for its first solar park in Guatemala after winning 120 MW and 192 MWh in the PEG-5-2025 auction. Which details are still missing.https://thewatt.org/en/nota/cfe-desconexiones-electricas-falta-pago-2030/https://thewatt.org/en/nota/cfe-desconexiones-electricas-falta-pago-2030/Sun, 25 Oct 2026 00:00:00 -0600ElectricityCFE projects a 16.6% rise in electricity disconnections for nonpayment by 2030, from 9.6 to 11.18 million, according to its Sustainability Plan.https://thewatt.org/en/nota/hr-ratings-pemex-importaciones-gasolina/https://thewatt.org/en/nota/hr-ratings-pemex-importaciones-gasolina/Sun, 25 Oct 2026 00:00:00 -0600PolicyHR Ratings proposes cutting Pemex gasoline imports to 30%. Here are the production and import figures behind the recommendation.https://thewatt.org/en/nota/china-67-ventas-autos-electricos/https://thewatt.org/en/nota/china-67-ventas-autos-electricos/Sun, 25 Oct 2026 00:00:00 -0600AnalysisNew energy vehicles accounted for 67% of new car sales in China in September 2026; Carbon Brief reads the pressure on crude demand.https://thewatt.org/en/nota/italia-conecta-4-83-gw-solares-2026/https://thewatt.org/en/nota/italia-conecta-4-83-gw-solares-2026/Sat, 24 Oct 2026 00:00:00 -0600RenewablesItaly added 4.83 GW of solar from January to September 2026 and now holds 48.35 GW, with 46% of new capacity utility scale and batteries nearing 20 GWh.https://thewatt.org/en/nota/laguna-verde-recarga-combustible-nuclear/https://thewatt.org/en/nota/laguna-verde-recarga-combustible-nuclear/Sat, 24 Oct 2026 00:00:00 -0600ElectricitySener and CFE witnessed the fuel reload at Laguna Verde, the 1,600 MW nuclear plant that provides firm energy to the National Electric System.https://thewatt.org/en/nota/pemex-produccion-plan-inversion-billones/https://thewatt.org/en/nota/pemex-produccion-plan-inversion-billones/Sat, 24 Oct 2026 00:00:00 -0600AnalysisPemex reports 1.76 million barrels per day and a 1.8 trillion peso investment plan through 2030 funded with its own resources. See the breakdown and targets.https://thewatt.org/en/nota/corea-sur-renovables-superan-carbon/https://thewatt.org/en/nota/corea-sur-renovables-superan-carbon/Fri, 23 Oct 2026 00:00:00 -0600RenewablesSouth Korea overtakes coal with 41,040 MW of installed renewables as of October 21, 2026, and targets 100 GW by 2030. What comes next in grid and batteries.https://thewatt.org/en/nota/mexico-laguna-verde-nuclear-2035/https://thewatt.org/en/nota/mexico-laguna-verde-nuclear-2035/Fri, 23 Oct 2026 00:00:00 -0600ElectricityMexico must decide by 2035 whether to replace Laguna Verde, with licenses running to 2050 and 2055. The figures, the technical routes and the key deadline for the grid.https://thewatt.org/en/nota/subastas-geotermicas-federales-eu-record/https://thewatt.org/en/nota/subastas-geotermicas-federales-eu-record/Fri, 23 Oct 2026 00:00:00 -0600GeothermalUS federal geothermal auctions set a record of $1,207 per acre in Utah as land nominations surpass one million acres.https://thewatt.org/en/nota/cfe-senado-plan-electrico-2030/https://thewatt.org/en/nota/cfe-senado-plan-electrico-2030/Thu, 22 Oct 2026 00:00:00 -0600ElectricityCFE presented its 2025-2030 electricity plan to the Senate: 32,000 additional MW, 20 priority projects and a six-year investment of 1.17 trillion pesos.https://thewatt.org/en/nota/google-voltus-vpp-pjm-gigavatio/https://thewatt.org/en/nota/google-voltus-vpp-pjm-gigavatio/Thu, 22 Oct 2026 00:00:00 -0600AnalysisGoogle will contract 1,070 MW of distributed capacity from Voltus in PJM through 2040; the virtual power plant deal charts a path for grids strained by AI.https://thewatt.org/en/nota/peru-chile-interconexion-electrica-solar/https://thewatt.org/en/nota/peru-chile-interconexion-electrica-solar/Wed, 21 Oct 2026 00:00:00 -0600RenewablesPeru proposes reviving the power interconnection with Chile: a 500 kV, 1,000 MW line for USD 550 million that would tap Chile's solar surplus. The details.https://thewatt.org/en/nota/trion-avance-ultraprofundo-meta-2028/https://thewatt.org/en/nota/trion-avance-ultraprofundo-meta-2028/Wed, 21 Oct 2026 00:00:00 -0600HydrocarbonsTrion, Mexico's first ultra-deepwater project, reaches 71% progress with 10 of 24 wells drilled. Woodside and Pemex hold to the 2028 target.https://thewatt.org/en/nota/senado-comparecencia-energia-12-noviembre/https://thewatt.org/en/nota/senado-comparecencia-energia-12-noviembre/Wed, 21 Oct 2026 00:00:00 -0600PolicyLuz Elena González testifies on November 12 before the Senate Energy Committee as part of the review of the Second Government Report. Here is the format and the rounds.https://thewatt.org/en/nota/endurance-geotermia-submarina-adelie/https://thewatt.org/en/nota/endurance-geotermia-submarina-adelie/Tue, 20 Oct 2026 00:00:00 -0600GeothermalEndurance Energy's Adélie unit generated net subsea geothermal power for 8.7 seconds off Oregon. What figures it achieved and what comes next in the test.https://thewatt.org/en/nota/sheinbaum-trump-gas-petroleo-pemex/https://thewatt.org/en/nota/sheinbaum-trump-gas-petroleo-pemex/Tue, 20 Oct 2026 00:00:00 -0600PolicySheinbaum confirmed that Trump has asked for more US gas and oil assistance, and reiterated that the Constitution limits rights over crude to outside companies.https://thewatt.org/en/nota/solar-global-caida-china-bloombergnef/https://thewatt.org/en/nota/solar-global-caida-china-bloombergnef/Mon, 19 Oct 2026 00:00:00 -0600RenewablesBloombergNEF forecasts 584 GW of solar in 2026, 10.8% below 2025. China installs 29% less while the rest of the world grows about 15%. What it means for LatAm.https://thewatt.org/en/nota/diesel-ruso-trump-mercado-global/https://thewatt.org/en/nota/diesel-ruso-trump-mercado-global/Mon, 19 Oct 2026 00:00:00 -0600HydrocarbonsCrude falls after the Trump-Putin agreement to authorize Russian diesel. Here is how the price pressure shifts for Mexico's imports and the 2026 subsidy.https://thewatt.org/en/nota/cfe-voto-renovables-gigavatios/https://thewatt.org/en/nota/cfe-voto-renovables-gigavatios/Mon, 19 Oct 2026 00:00:00 -0600ElectricityThe CFE board votes on October 20 on more than 60 solar and wind projects worth 8.2 GW and $12.5 billion. What will define the outcome of the sessionhttps://thewatt.org/en/nota/illinois-baterias-procura-600-mw/https://thewatt.org/en/nota/illinois-baterias-procura-600-mw/Mon, 19 Oct 2026 00:00:00 -0600AnalysisIllinois awards 600 MW of batteries, 438 MW below its target, through indexed revenue contracts. What the design reveals for Mexico and its storage build-out.https://thewatt.org/en/nota/solaria-uruguay-350-mw-solares-centros-datos/https://thewatt.org/en/nota/solaria-uruguay-350-mw-solares-centros-datos/Sun, 18 Oct 2026 00:00:00 -0600RenewablesSolaria and the government of Uruguay signed an agreement for 350 MW of solar and 500 MW of data centers worth $5.7 billion, with a PPA of up to 40 years with UTE.https://thewatt.org/en/nota/goldman-sachs-escenarios-brent-2027/https://thewatt.org/en/nota/goldman-sachs-escenarios-brent-2027/Sun, 18 Oct 2026 00:00:00 -0600HydrocarbonsGoldman Sachs projects Brent at between US$60 and US$125 in 2027, with a central scenario of US$80, against the US$61.8 per barrel that Mexico's Treasury estimates.https://thewatt.org/en/nota/marcha-cdmx-fracking-pemex/https://thewatt.org/en/nota/marcha-cdmx-fracking-pemex/Sun, 18 Oct 2026 00:00:00 -0600PolicyMore than 25 environmental organizations march in Mexico City against fracking and damage attributed to Pemex, demanding reparations and a national fronthttps://thewatt.org/en/nota/empleo-energia-limpia-eeuu-caida-2025/https://thewatt.org/en/nota/empleo-energia-limpia-eeuu-caida-2025/Sun, 18 Oct 2026 00:00:00 -0600AnalysisUS clean energy employment fell by 36,949 jobs in 2025, according to E2. What it means for solar and battery deployment in Mexico and the USMCA region.https://thewatt.org/en/nota/cfe-votacion-proyectos-solares-eolicos/https://thewatt.org/en/nota/cfe-votacion-proyectos-solares-eolicos/Sat, 17 Oct 2026 00:00:00 -0600RenewablesThe CFE board votes October 20 on more than 60 solar and wind projects worth $12.5 billion and 8.2 GW. The figures, the timeline and what comes next for the national grid.https://thewatt.org/en/nota/mezcla-mexicana-99-dolares-presupuesto-2026/https://thewatt.org/en/nota/mezcla-mexicana-99-dolares-presupuesto-2026/Sat, 17 Oct 2026 00:00:00 -0600HydrocarbonsThe Mexican Mix closed at 99.16 dollars per barrel, 44 dollars above Hacienda's forecast for 2026. What it means for the country's oil revenues.https://thewatt.org/en/nota/cfe-electricistas-huracan-trudy-tamaulipas/https://thewatt.org/en/nota/cfe-electricistas-huracan-trudy-tamaulipas/Sat, 17 Oct 2026 00:00:00 -0600ElectricityCFE mobilizes 2,705 electricians ahead of Hurricane Trudy while cold front 2 leaves outages in Tamaulipas. Here are the operation's figures and what comes next.https://thewatt.org/en/nota/sener-centrales-fotovoltaicas-mw-asignar/https://thewatt.org/en/nota/sener-centrales-fotovoltaicas-mw-asignar/Fri, 16 Oct 2026 00:00:00 -0600RenewablesSener counts 42 solar plants at 6,856.4 MW and 4,445 MW of solar capacity still to be assigned; the renewable portfolio totals 10,883 MW on the road to 2030.https://thewatt.org/en/nota/mexico-importa-diesel-eu-desabasto-autotransporte/https://thewatt.org/en/nota/mexico-importa-diesel-eu-desabasto-autotransporte/Fri, 16 Oct 2026 00:00:00 -0600HydrocarbonsMexico imports 288,500 barrels per day of US diesel, more than 40% of its supply. A halt to US exports would drive up trucking costs.https://thewatt.org/en/nota/doe-99-millones-21-proyectos-geotermicos/https://thewatt.org/en/nota/doe-99-millones-21-proyectos-geotermicos/Fri, 16 Oct 2026 00:00:00 -0600GeothermalThe DOE selects 21 geothermal projects to negotiate up to $99 million for EGS testing and exploratory drilling in the US.https://thewatt.org/en/nota/totalenergies-margen-refinacion-diesel-record/https://thewatt.org/en/nota/totalenergies-margen-refinacion-diesel-record/Thu, 15 Oct 2026 00:00:00 -0600HydrocarbonsTotalEnergies reported a European refining margin of $33.20 a barrel in the third quarter, nearly triple the prior period, driven by the diesel shortage.https://thewatt.org/en/nota/cfe-plan-sostenibilidad-2026-2030-metas/https://thewatt.org/en/nota/cfe-plan-sostenibilidad-2026-2030-metas/Thu, 15 Oct 2026 00:00:00 -0600ElectricityCFE published its 2026-2030 Sustainability Plan with 48 targets and 107 lines of action on water, emissions and governance across the National Electric System.https://thewatt.org/en/nota/aie-diesel-tenso-2027-subsidio-mexico/https://thewatt.org/en/nota/aie-diesel-tenso-2027-subsidio-mexico/Wed, 14 Oct 2026 00:00:00 -0600AnalysisThe IEA expects a tight diesel market well into 2027; Mexico raises its IEPS diesel stimulus to 1.09 pesos per liter.https://thewatt.org/en/nota/mit-renovables-precios-electricos-residenciales/https://thewatt.org/en/nota/mit-renovables-precios-electricos-residenciales/Tue, 13 Oct 2026 00:00:00 -0600RenewablesAn MIT study finds no link between utility-scale renewables and higher residential prices, though rooftop solar is associated with higher rates.https://thewatt.org/en/nota/arabia-saudita-oleoducto-east-west-ormuz/https://thewatt.org/en/nota/arabia-saudita-oleoducto-east-west-ormuz/Tue, 13 Oct 2026 00:00:00 -0600HydrocarbonsThe kingdom plans to add 3 million barrels per day of capacity to the East-West pipeline within two to three years, with a temporary gas-to-crude bridge in seven weeks.https://thewatt.org/en/nota/google-constellation-3590-mw-red-pjm/https://thewatt.org/en/nota/google-constellation-3590-mw-red-pjm/Tue, 13 Oct 2026 00:00:00 -0600ElectricityGoogle and Constellation close a 3,590 MW deal on the PJM grid, with 890 MW of nuclear over 20 years and $4.3 billion in investment. What it means for Mexico.https://thewatt.org/en/nota/constellation-google-uprates-nucleares-pjm/https://thewatt.org/en/nota/constellation-google-uprates-nucleares-pjm/Tue, 13 Oct 2026 00:00:00 -0600AnalysisConstellation and Google add 890 MW of nuclear power through uprates at 11 PJM reactors for $4.3 billion. The model Mexico is watching for data centers.https://thewatt.org/en/nota/baterias-superan-gas-pico-43-mercados/https://thewatt.org/en/nota/baterias-superan-gas-pico-43-mercados/Mon, 12 Oct 2026 00:00:00 -0600RenewablesWood Mackenzie reports that 4-hour batteries now cost less than peaking gas in 43 markets and projects 7 TWh of installed storage by 2035.