What Happens When a Market Moves Fast? EP. 305 - Video Edition

This week on Energy Unplugged, Laura Picardo, Aurora Energy Research's Advisory Lead for Mexico, is joined by William Judd, Manager – Origination & Execution, LatAm at Cubico Sustainable Investments.

After years of limited renewable deployment, Mexico's energy transition is moving again.

New investment mechanisms, major regulatory reforms, and ambitious deployment targets are creating fresh momentum in one of Latin America's most important power markets. But this isn't simply a return to business as usual. Mexico is attempting to accelerate renewable deployment while integrating battery storage from the outset and building new partnerships between private developers and the state-owned utility, CFE.

Drawing on Cubico's decade-long experience in the country, William discusses the market's resurgence, the opportunities created by the new mixed-investment model, and the realities of delivering large-scale renewable and storage projects on compressed timelines.

The conversation also explores what Mexico can learn from markets like Chile and Uruguay, and whether the country can combine political ambition, private capital and strategic planning to deliver its next wave of clean energy growth.

Main topics include:

• Why Mexico's renewable sector is entering a new phase of growth

• The rise of long-term partnerships between CFE and private developers

• How battery storage is being integrated into renewable projects from day one

• The key opportunities and challenges facing Mexico's next energy boom