CFE plans 12,310 MW solar and 6,576 MW wind in $37.5 billion program

The Comisión Federal de Electricidad (CFE) plans to add 12,310 MW of solar capacity and 6,576 MW of wind within a $37.5 billion investment program for 2026-2030, according to figures from the plan reported by El País on November 5, 2026. The goal is to raise renewable generation from 24% to 38% by 2030.

The plan allocates $24.7 billion to power plants, $6.9 billion to transmission, $3.3 billion to gas pipelines and $2.6 billion to distribution, according to El País. Bloomberg Línea documented in August that 54% of the investment, roughly $20.1 billion, would be financed off balance sheet through partnerships in which CFE retains at least 54% of each project. That structure covers 52 generation projects totaling 18.5 GW and 175 transmission projects across 7,500 kilometers. The figure defines how much renewable capacity Mexico can offer to manufacturers seeking to relocate, and much of the financing depends on contracts with private partners.

Under the mixed schemes, the private partner contributes capital, secures financing, and builds and operates the project; CFE contributes land and interconnection permits and purchases about 70% of the energy, capacity and certificates, while the remaining 30% can be sold on the wholesale market or to third parties. Contracts may run for up to 30 years, El País reported. Of the planned clean capacity, about 15,600 MW would belong to CFE, and 4,151 MW remain to be allocated under mixed schemes. The link to industrial policy was framed by Deputy Alfonso Ramírez Cuéllar, Morena's vice-coordinator in the Chamber of Deputies: of the 28 generation projects, 11 are solar and wind and account for nearly 40% of the budgeted investment in Plan México, Industry & Energy Magazine reported on November 4.

On November 5 at 10:00, CFE Director General Emilia Esther Calleja Alor appears before the Chamber of Deputies' Energy Commission, with the location and generation capacity of each project among the scheduled topics. The plant timeline and the 4,151 MW still to be allocated are the next point of review.

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