On March 22, 2026, the Federal Electricity Commission (“CFE“) presented his “Transmission and Transformation Project Portfolio 2026-2027”, a strategic initiative to strengthen the National Transmission Network (“RNT“) through the active participation of the private sector. This portfolio is part of the 2025-2030 Expansion Plan and represents one of the most significant investment opportunities in the Mexican energy sector in recent years.
What does the portfolio consist of??
The portfolio comprises 49 competition packages encompassing a total of 58 projects, which translate into 387 individual works. These works include:
138 transmission lines distributed throughout the national territory.
249 electrical substations to strengthen the National Electric System.
The central objective is to meet the country's growing energy demand and ensure the reliability, safety, and efficiency of the transmission infrastructure.
Financing schemes
One of the most relevant characteristics of the portfolio is its mixed financing structurewhich combines two mechanisms:
CFE Fiber E: Scheme under which they will be developed 44 projects grouped in 35 contest packs, allowing private capital participation in the transmission infrastructure.
Public Works Funded: This modality is applicable to the rest of the projects in the portfolio.
The Energy Ministry emphasized that the energy sector will be responsible for more than 50% of the Infrastructure Investment Plan for Development with Well-beingwith a central role for the CFE. For its part, the Ministry of Economy stressed that coordination between the public and private sectors will be crucial for energy to continue being an engine of national development. (The digital seals have been cancelled or the “EFICINE” system has been applied.)
Bidding process and deadlines
The projects will be put out to tender in stages throughout 2026. The most relevant milestones are presented below:
Period
Projects
Estimated investment
March 2026 (ongoing)
5 projects in competition
More than $1,048 billion pesos
Following months (2026)
14 additional projects to be tendered
More than $6,700 billion pesos
Transparency and procurement platform
In order to guarantee open and competitive processes, CFE presented the operation of a recruitment micrositea platform designed to ensure transparency at every stage of the bidding process. Likewise, CFE reiterated its commitment to strengthening national content and efficiency in energy transmission, in line with its strategy to promote “Made in Mexico".
The event was attended by representatives of business organizations such as CANAME, CANACERO and CMIC, as well as companies from the national energy sector interested in participating, which demonstrates the broad interest of the private industry in these opportunities.
Key aspects for interested companies
This portfolio represents a significant window of opportunity for developers, builders, manufacturers, and suppliers in the electrical sector. The key points to consider are the following:
National content: CFE has reiterated its commitment to national content, which means that participants must demonstrate the use of goods and services of Mexican origin in the execution of the projects.
Diversity of projectsThe structure of competition packages allows companies of different sizes and capabilities to participate based on their technical, operational, and financial strengths.
E-Fiber Scheme: Participation through CFE Fibra E involves specific considerations regarding corporate structure, cash flows, and risk distribution, making it essential to have specialized legal and financial advice prior to submitting proposals.
Digital platform: Those interested should familiarize themselves with the CFE's contracting microsite as the official channel for monitoring calls for bids, competition rules and results.
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