TOPIC

​

1. Sector Overview: Expanding Opportunities: Infrastructure and Energy as Engines of Growth

• Infrastructure Investment Gap in Mexico

• Key Sectors: Transportation, Logistics, Water, and Energy

• Nearshoring as a Catalyst for Demand

• Role of Private Capital in the Country's Development

​

2. Energy Transition: Traditional vs. Renewable: Balancing Energy Security and Sustainability

• Evolution of the Energy Mix in Mexico

• Opportunities in Renewables (Solar, Wind, Storage)

• Natural Gas as a Transition Energy Source

• Challenges to Meeting Decarbonization Goals

​

3. Regulatory Framework and Country Risk: Investing in an Uncertain Environment

• Role of the Federal Electricity Commission and PEMEX

• Regulatory Changes and Their Impact on Investors

• Legal Certainty vs. Return opportunities

• Public-Private Partnerships (PPPs)

​

4. Operational and Structural Bottlenecks: Where Projects Stall

• Permits, execution times, and bureaucracy

• Limitations in electricity transmission and logistics

• Access to financing and project structuring

• Social, environmental, and execution risks

​

5. Smart Capital: How to Invest in the Sector “Strategies to Capture Long-Term Value”

• Investment vehicles: CKDs, CERPIs, infrastructure funds

• Role of institutional investors and family offices

• Deal structuring and risk mitigation

• Success stories and lessons learned