About this episode

The episode discusses Mexico's pivotal energy transition amidst geopolitical complexities and investment opportunities.

Mexico is entering a pivotal period for its energy system. A new wave of reforms is opening the door to greater private investment in clean power, storage and grid infrastructure after years of subdued activity, creating one of the region's largest energy transition opportunities. The shift comes against a complex geopolitical backdrop. As negotiations over the US-Mexico-Canada Agreement continue, Mexico is balancing its deep integration with North American supply chains against a desire to diversify investment, strengthen energy security and reduce its dependence on imported US natural gas. At the same time, the country is building on its role as a manufacturing hub for technologies ranging from electric vehicles to transformers. So why does Mexico matter to the energy transition now, and what opportunities could emerge as the country reshapes its energy system? On today’s show, Tom Rowlands-Rees is joined by BloombergNEF Latin America associate, Stephan Mothe, to discuss his note “Mexico Transition Factbook 2026.” Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal…

People in this episode

Host: Tom Rowlands-Rees

Guest: Stephan Mothe

Topics covered

• energy transition
• private investment
• clean power
• geopolitics
• energy security
• manufacturing

Keywords

• Mexico
• energy transition
• clean power
• US-Mexico-Canada Agreement
• energy security
• BloombergNEF

Mentioned in this episode

Organizations: BloombergNEF, Bloomberg

Places: Mexico, US-Mexico-Canada Agreement, North America

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