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Mexico Sets 2025–2030 Power Plan as Government Touts CFE and Pemex Gains

In a Senate hearing, officials presented a consolidated framework that restores state control over energy planning.

Overview

  • Sener said the legal overhaul now includes eight new secondary laws, updates to three laws, creation of the National Energy Commission (CNE) and six new regulations.
  • The Plan to Strengthen the National Electric System 2025–2030 targets more than 22,000 MW of added public generation to reach 77,000 MW by 2030 and aims to lift clean power from about 24% to 35% by 2030, with a portfolio that includes 51 public projects.
  • Officials reported CFE currently supplies at least 54% of national electricity and lawmakers cited record first-half 2025 revenues above 339 billion pesos, while Sener noted a summer reserve margin near 12% despite questions over recent outages.
  • Sener outlined 14 new gas pipeline projects spanning roughly 1,950 kilometers to move up to 5 billion cubic feet per day.
  • Pemex’s plan through 2035, as presented by Sener, highlights a reported 90% reduction in losses in Q3 2025, $12 billion in bond placements, 300 billion pesos paid to suppliers, improved credit ratings, and higher refining throughput and fuel output reaching 649,000 barrels per day by August.