Mexico’s federal government published the National Electricity System Development Plan (PLADESE) 2025–2039, establishing a concrete roadmap that envisions the addition of 24,954 MW of new clean capacity by the end of the decade, of which 19,954 MW will come from renewable generation and 5,000 MW from energy storage systems (ESS). This expansion aims to strengthen operational reliability, enable higher renewable energy penetration, and consolidate a new public-led planning model for the national power system.

The projects will be executed mainly by the Comisión Federal de Electricidad (CFE), Mexico’s state-owned utility, which will develop 13,807 MW—equivalent to 69.2% of all new renewable capacity. Private developers will contribute 6,147 MW through self-supply schemes, spot-market participation, or public-private partnerships. This approach aligns with the binding planning framework defined by the federal government.

The regional distribution of this new capacity follows a nationwide coverage strategy. The Regional Control Management Areas (GCR) with the largest projected additions between 2025 and 2030 are: the Peninsular region with 3,842 MW; the North and Northeast with 3,497 MW; the Central region with 3,282 MW; the Eastern and Western regions combined with 2,984 MW; and Baja California with 1,774 MW. These figures include both generation and storage, based on demand projections, industrial growth, available renewable interconnection, and nodal reliability criteria.

Solar photovoltaic technology will be the most dynamic component of the expansion, representing approximately 58.3% of the 19,954 MW in new renewable capacity. It will be followed by wind power, which will add 4,317 MW—21.6% of new renewable capacity—allowing Mexico to reach at least 10 GW of installed wind power by 2030, nearly doubling current operating levels. The plan also anticipates growth in medium-scale hydropower, efficient cogeneration, and geothermal development, all with strong state participation.

Meanwhile, the 5,000 MW of storage will focus on large-scale battery energy storage systems (BESS), either co-located with renewable generation or operating as standalone grid-connected assets. This capacity will represent 20% of all new clean capacity projected for 2030 and will be strategically distributed as follows: 1,177 MW in the Peninsula, 950 MW in the North and Northeast, 866 MW in the Central region, 678 MW in the West, and 567 MW in Baja California. These systems will play a key role in improving grid operation during peak demand, reducing renewable curtailment, providing ancillary services, and ensuring reserve margins.

Currently, Mexico has approximately 12,400 MW of installed solar capacity and 7,100 MW of wind capacity, meaning the country aims to increase its solar fleet by 75% and its wind fleet by more than 60% in just five years. In storage, growth will be exponential: with only a few hundred MW installed today, reaching 5,000 MW would multiply existing infrastructure more than twentyfold.

Regulation is also undergoing a qualitative shift. The new PLADESE aligns with the 2024 constitutional reforms, which reposition CFE as the State Public Utility and eliminate discretionary system planning. Under this framework, all projects must undergo mandatory technical analysis, social consultation processes, environmental evaluations, and geographic prioritization, in coordination with the grid operator CENACE and the National Energy Planning System.

The document also introduces a robust energy-justice approach. The Social Impact Model for the Power Sector (MISSE) will be mandatory for all generation and storage projects, both public and private. This includes mechanisms for free, prior, and informed consultation with Indigenous communities, investment in community infrastructure, and electrification schemes for isolated areas. “This promotes socially oriented planning that drives industrial development and addresses energy poverty,” the plan states.

Looking to the long term, the federal government estimates that the National Electricity System will reach 103,891 MW of installed capacity by 2030 and 122,866 MW by 2039, with more than 50% coming from clean energy sources. To sustain this expansion, investments will also be made in transmission and distribution networks, storage, digital control systems, and flexible backup generation. The Energy Secretariat notes that the plans also include integration with the National Gas Pipeline System, domestic battery manufacturing, and a special program to develop the lithium industry through the state-owned company LitioMx.

The target of 25 GW of additional clean capacity by 2030, combined with projections through 2039, positions Mexico as one of the Latin American markets with the largest renewable energy pipeline currently under active planning.