Mexico, January 31 (IPS) -Mexico has begun a new industrial route for the next six years, and the viability of energy components is faced with a fundamental task that puts this in danger.
Energy shortages are one of the main obstacles faced by President Claudia Shane Baum’s economic program, which has been inaugurated since October.
Luca Ferrari, a researcher at Geosciences Center (Unam) of Unam (Public National Autonomous University of Public National University), has confirmed the limited financial resources and energy supply as a progressive barrier.
“There is a budget and energy quantity constraint. Increasing the industrialization of exports will be very limited in energy shortages or availability due to the necessary investment and source. We are in a very unstable energy situation because we rely on fossil fuels. Is not enough, ”he told IPS.
According to the general title of the national industrialization and sharing prosperity strategy on January 13, Plan Mexico (PM) consists of 10 goals, 13 goals, 2,000 projects and a total planned investment of $ 27.7 billion. You can create. In manufacturing and other sectors.
Investment of the conservative Donald Trump, which is considered partly response to the US president, is the investment of $ 23.4 billion in the CFE.
Among them, US $ 12.3 billion will allocate US $ 7.5 billion to the transmission infrastructure and $ 3.6 billion in USA for distributed photovoltaic power generation.
The government is also preparing for the rules of participation in electricity in the private sector.
This return includes the use of storage batteries to reduce the cost of energy purchases of electric monopoly and to maintain grid stability.
As a result, the plan will now add 21,893 megawatts (MW) to the national energy matrix to reach 22.5%to 37.8%of clean energy. According to the law, the CFE controls 54%of the electric market and the rest depends on the personal hands.
At least 17 transmission and distribution projects are being studied for implementation, but they will be independent of new PMs that integrate new projects as well as new projects.
The current installation capacity is 89,000 mW, and in 2024, about 63%of electricity production depends on fossil gas, and existing thermal warfare (6.8%), hydro electricity (5.9%), wind energy (5.8%), solar power generation (5.2%) ), Nucleus (3%) and geothermal (1%).
The installation capacity of the renewable source is 33,517MW, but only 22.5% of electricity is contributed.
In December 2023, at the annual climate summit in Dubai, Mexico aims to join the global promise of renewable energy and energy efficiency, and to set up alternative installation capacity by 2030 and doubles the energy efficiency speed by 2030. . Therefore, the PM will not reach the clean generation. target.
Gas shoes, baby, gas shoes
Since December 2018, Sheinbaum’s predecessor and mentor left wing populist Andrés Andrés Andrés Manuel lópez obrador has been inaugurated as president, and Mexico has pursued the goal of energy sovereignty.
Sheinbaum’s new project package continues this model, but is out of the extremes that look like a resurrection of many energy conversions in the strategy marked with clear contradictions.
In the case of Carlos Asunsolo, a research and public policy manager of the Non -Government Mexican Environmental Law Center (CEMDA), Plan Mexico lacks specific details such as the path of achievement.
“This is an interesting isolated project. It’s a statement of intentions, but you need to read it in light of other public policy tools such as climate and shifts, with the need to match comprehensive energy policy.” Analysis of IPS.
Experts cited concerns about project execution conditions, types, human rights guarantees and transparency.
One of the pillars of PM is to promote the relocation of the company in the sector, such as electronics, high technology and automotive industry. This is due to the change in marine traffic channels around the world, the influence of the Ukrainian invasion of Russia in 2022, and the trade disputes between the United States and China.
This section also requires energy and project progress in the construction of 100 industrial complexes, including 12 interoCeanic corridors, Tehuantepec (Ciit), which is already ongoing Mega Lepri Room.
The corridor, southeast of the country, is one of the three most important heritages of the government, with the Maya train in the southeastern Yukatan Peninsula and the Olmeca Refinery in Tabasco. All three are integrated into the new PM.
CIIT includes three railroad lines and three port construction and modernization between the Pacific coast and the Atlantic Mexico.
However, this facility, which pursues regional development in the south and replaces imports in Asia, requires a lot of energy. In this area, there will be not enough existing and planned regenerative creation, which will deepen Mexico’s dependence on gas imported from the United States.
Since 2010, the northern neighbors have sent 18 billion cubic feet (FT3) to Mexico through the pipeline. In 2023, Mexico spent 851.4 billion FT3s every day, and imported $ 61.4 billion from the United States, supplying 72%of all gas.
In addition, López Obrador Administration promoted Sonora sustainable energy plans, including solar energy, lithium exploitation, and electric vehicle manufacturing in northern Sonora, and is currently integrated into Sheinbaum’s PM.
One of the components is Sonora’s Puerto Penasco Penetrsion Plant, and since 2023, the first step of 120MW has been in operation. When it is completed in 2026, a total of 1,000 mW is provided and the total investment is $ 1.6 billion.
For Ferrari, the UNAM researcher, more energy is the only possibility of maintaining a business promise.
“We are already in a very dependent situation. In the United States, production has been stabilized for the past year and is likely to decrease over the next few years. Gas delivery to Mexico is not guaranteed.”
On the other hand, expert ASUNSOLO believes that it is essential to question who is producing more energy when the climate crisis is strengthened for a very vulnerable place like Mexico, and questions about the size and consumption of the project.
“There is a clear bet for becoming a major energy policy through CFE, gas and pEMEX, and hydrocarbons. We are just replacing one problem by changing the source. CEMDA experts have a strong message.
According to the analysts, as the PM progresses, it is not only faced with energy obstacles, but also explores increasing water shortages.
Northern Mexico, the center, southeastern and southeastern regions have been in a somewhat drought until January 15, and have questioned the water availability of large -scale projects summarized in the new industrial plan.
© Inter Press Service (2025) -Lee all rightsSource: Inter Press Service
