CFE Projects 11.18 Million Electricity Disconnections for Nonpayment by 2030

The Comisión Federal de Electricidad (CFE) projects that electricity service disconnections for residential customers due to nonpayment will rise from 9,596,452 in 2026 to 11,185,635 in 2030, an increase of 16.6%, according to its Sustainability Plan 2026-2030. For 2028, the document forecasts 10,360,618 disconnections.

The state-owned public company, chaired by Emilia Esther Calleja Alor, presented the plan on October 14, with 48 goals and 107 actions, and approved it on June 29, 2026. The document is structured around a double materiality analysis that identified 14 material topics, including energy affordability, according to CFE's press release. The detailed trajectory of disconnections was reported by El Financiero citing the plan itself.

On its environmental dimension, the same plan proposes raising combined-cycle natural gas generation by 72% by 2030 compared with 66,908 GWh in 2025, and clean sources by 9% on a base of 42,051 GWh, with a portfolio of 21,846 MW of new capacity and storage. The projected decline in emissions intensity runs from 0.398 to 0.335 tons of CO2 equivalent per MWh. Generation is the other end of the same document.

On the residential side, the plan acknowledges that the cost of electricity, reliance on subsidies and disconnections for nonpayment are risks to service affordability. CFE sets as a benchmark that household spending on electricity should represent 1.96% of their budget in 2026 and 1.95% in 2028 and 2030, and that 73% of disconnections should be restored within up to 30 days in 2026, a proportion that rises to 75% in 2030. The figures correspond to disconnection events, not necessarily to distinct households, because a user may experience more than one disconnection.

The document also sets a goal of raising national electricity coverage from 99.88% in 2026 to 99.99% in 2028. To track progress, it is worth following CFE's quarterly reports and the publication of collection data in upcoming annual reports.

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