CFE will have 30,819 million pesos less in 2027 amid pressure on electricity demand

The 2027 Draft Federal Budget (PPEF) allocates 523,747.9 million pesos to the Federal Electricity Commission (CFE), 30,819.6 million less than the 554,567.5 million of 2026, a cut of 8.5% in real terms, according to La Jornada.

The proposal lands at a moment of pressure on the electricity system. The blackout of August 31, 2026 left more than 2.2 million users without service in Mérida, several municipalities of Yucatán and areas of Quintana Roo, Campeche and Chiapas, after high-voltage lines were disconnected, according to the CFE report cited by La Jornada. At the forum "Yucatán: Energía con visión y experiencia" (Yucatán: Energy with Vision and Experience), retirees of the state-owned company and specialists noted that outages cannot be resolved with emergency maneuvers alone, and that transmission projects already identified in sector planning remain unexecuted. The diagnosis points to a structural problem: demand grows along with economic activity and population, while lags in capacity and maintenance persist.

In parallel, Scotiabank's economic and political analysis unit identifies the lack of electricity and potable water among the factors limiting the arrival of new companies. Eduardo Suárez Mogollón, the bank's vice president of economic analysis for Latin America, said during a webinar of the Mexican Council on Foreign Relations (Comexi) that surveys of the private sector place electricity, water, infrastructure and the rule of law as the main obstacles, with 75% of responses tied to the latter. Violeta Hsu, representative of the Taipei Economic and Cultural Office in Mexico, noted that Taiwanese firms making components for artificial intelligence (AI) are halting their installation for lack of both inputs. More than 300 Taiwanese companies operate in the country with close to 70,000 direct jobs.

CFE's spending for 2027 still has to be approved in Congress, where the figure may change during the debate. In the Peninsula, the execution of pending transmission projects and grid maintenance remain the points to watch as the Economic Package moves forward.

This article was written with artificial intelligence assistance based on verified sources and reviewed by a human editor before publication.