SENER extends the storage window of its strategic projects call to March 2027
An Energy Ministry agreement published in the Official Gazette moves the registration period for battery storage expressions of interest and connection-study requests to June 2, 2026 – March 1, 2027. The call covers renewable generation and storage projects developed under schemes with CFE, aligned with binding planning.
Why it mattersDevelopers preparing battery storage under this call have more time to file; the call has now been modified four times since May.
CFE publishes its basic-supply final tariffs in force since October 1
By order of the National Energy Commission (CNE), CFE published in the Official Gazette the final basic-supply tariffs it must apply to its users from October 1, 2026.
Why it mattersThese are the official reference for any comparison between on-site generation and grid supply.
Supreme Court strikes down municipal levies on electricity and hydrocarbons in Coahuila
In constitutional controversy 85/2026, brought by the federal Executive, the Court unanimously invalidated provisions of the 2026 revenue law of the municipality of Jiménez, Coahuila, that touched electricity and hydrocarbons, matters of exclusive federal competence.
Why it mattersThe Court keeps treating electricity as a federal matter, which matters when a municipality tries to tax energy activity at a project site.
Akaysha refinances four battery projects with an A$1.75 billion portfolio facility
The Australian developer replaced project-level debt with a single A$1.75 billion (about US$1.2 billion) portfolio-level facility covering its Brendale, Orana, Ulinda Park and Elaine storage projects; Elaine is under construction for completion in the second half of 2027.
Why it mattersLenders are financing operating storage at portfolio level, a structure that also fits a pipeline of single-project SPVs once they are built.
Henry Hub spot averages US$3.11 in the first half of October, up 8.4%
Spot prices averaged US$3.11/MMBtu month-to-date through October 15, up 8.4% from the same period in September (Argus data). LNG feedgas has averaged 2.4 Bcf/d more year to date than in 2025.
Why it mattersNatural gas is the main operating cost of a cogeneration plant, and Mexico's pipeline imports are priced off Henry Hub.
Mexico's plan for the term: 1.17 trillion pesos in power and gas, most generation with mixed or private capital
At her October 7 press conference, President Sheinbaum presented a 1,168,710 million peso plan: 794 billion for generation (about 452 billion in mixed projects, 200 billion private, 142 billion CFE), 161 billion for transmission, 72 billion for distribution and 141 billion for gas pipelines.
Why it mattersBy the plan's own figures, about four of every five pesos for new generation would come from mixed schemes or private capital.
PMI Energy Brief summarizes public information and links to each source. It is not investment, legal or tax advice, nor an offer to buy or sell securities.
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What the Official Gazette published this week that touches energy, and what it means for a project
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SENER extends the storage window of its strategic projects call to March 2027
Developers preparing battery storage under this call have more time to file; the call has now been modified four times since May.
