II. Justicia energ\u00e9tica<\/p>\n
- \n
- Se propone el no incremento de precio a la electricidad en t\u00e9rminos reales con la continuidad del programa de subsidio al consumo.<\/li>\n
- Propone llevar energ\u00eda a 523,247 habitantes adicionales con esquemas de generaci\u00f3n el\u00e9ctrica con fines sociales y comunitarios.<\/li>\n
- Se anunci\u00f3 la creaci\u00f3n de un programa de paneles fotovoltaicos en el norte del pa\u00eds, iniciando en Mexicali, mismo que considera la colaboraci\u00f3n con el sector privado.<\/li>\n
- Propone tomar acuerdos para que las empresas involucren a las comunidades en la planeaci\u00f3n y ejecuci\u00f3n de proyectos con impacto social y ambiental significativo.<\/li>\n<\/ul>\n
III. Sistema El\u00e9ctrico Seguro, Robusto y Confiable<\/p>\n
- \n
- Planea que haya un incremento de capacidad energ\u00e9tica de al menos 9,540 MW de la cual el 32% se espera provenga de fuentes limpias y el resto, de energ\u00edas t\u00e9rmicas. Al respecto, se tienen consideradas posibles capacidades energ\u00e9ticas mayores bajo esquemas de cogeneraci\u00f3n.<\/li>\n
- Se estima una inversi\u00f3n total de CFE de $23,4000 millones de d\u00f3lares en el periodo 2024-2030 con la siguiente distribuci\u00f3n:\n
- \n
- $12,300 millones de d\u00f3lares en generaci\u00f3n para instalar 13,024 MW de capacidad;<\/li>\n
- $7,403 millones de d\u00f3lares en la red nacional de transmisi\u00f3n para reforzar la interconexi\u00f3n de proyectos de generaci\u00f3n y atender la demanda; y<\/li>\n
- $3,600 millones de d\u00f3lares en distribuci\u00f3n para las subestaciones, transformadores y alimentadores.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
IV. Reglas claras para asegurar e incrementar la inversi\u00f3n privada<\/p>\n
- \n
- Se proyecta generar entre 6,400 MW y 9,550 MW de energ\u00eda renovable con una inversi\u00f3n de entre 6 y 9 mil millones de d\u00f3lares, que se espera sea proporcionado por la iniciativa privada. Lo anterior con la condici\u00f3n de cumplir con el C\u00f3digo de Red y contar con 30% de respaldo para intermitencia.<\/li>\n
- Se propone las siguientes figuras de participaci\u00f3n privada para consumo propio:\n
- \n
- Generaci\u00f3n para consumo propio de menor de .7 MW estar\u00e1 exento de permiso (se incrementa de .5 a .7 MW).<\/li>\n
- Consumo propio de .7 MW a 20MW en sitio sin excedentes a la red.<\/li>\n
- Consumo propio de empresas que requieren conectarse a la red deber\u00e1n pagar una tarifa por el uso de la infraestructura de transmisi\u00f3n.<\/li>\n<\/ul>\n<\/li>\n
- Los permisos de autoabasto tendr\u00e1n que transitar de forma obligatoria a los permisos actuales.<\/li>\n
- Se permitir\u00e1 entrega de energ\u00eda y capacidad a CFE mediante contratos a largo plazo.<\/li>\n
- Se anunci\u00f3 la creaci\u00f3n de una figura de \u201cproductores mixtos\u201d (participaci\u00f3n del Estado e inversi\u00f3n privada) siguiendo un esquema 54-46% p\u00fablico-privado.<\/li>\n
- Los generadores que utilicen energ\u00edas intermitentes que ya sean parte del Mercado El\u00e9ctrico Mayorista seguir\u00e1n operando bajo los criterios de confiabilidad.<\/li>\n
- Se anunci\u00f3 la creaci\u00f3n de una ventanilla \u00fanica para el seguimiento y tr\u00e1mites de autorizaciones (incluyendo Secretar\u00eda de Energ\u00eda, Comisi\u00f3n Reguladora de Energ\u00eda, Secretaria de Medio Ambiente y Recursos Naturales y Centro Nacional de Control de Energ\u00eda).<\/li>\n<\/ul>\n
En la exposici\u00f3n se se\u00f1al\u00f3 que dentro de los siguientes 180 d\u00edas se adoptar\u00e1n los cambios legislativos necesarios para cumplir con e implementar la estrategia planteada.<\/p>\n
Si requiere informaci\u00f3n o asesor\u00eda en relaci\u00f3n con esta nota, favor de contactar a nuestro equipo de energ\u00eda: Javier Arreola jarreola@nhg.com.mx<\/a>, Vanessa Franyutti vfranyutti@nhg.com.mx<\/a>, Alejandro Rojas arojas@nhg.com.mx<\/a>, Santiago Medina smedina@nhg.com.mx<\/a> y Ana Mar\u00eda Alp\u00edzar aalpizar@nhg.com.mx<\/a>.<\/p>\n
\nFederal Executive Announces National Strategy for the Electric Sector<\/strong><\/p>\n
On November 6, 2024, President Claudia Sheinbaum presented the National Electricity Strategy in her morning conference. This strategy is based on the following four pillars:<\/p>\n
I. Strengthening of national electricity planning<\/p>\n
- \n
- The energy policy, consisting of the National Energy Plan and the National Energy Balance, should promote the energy transition towards renewable energy sources and energy self-sufficiency, as well as efficiency and rationality in energy consumption. This policy should improve planning and coordination of electricity, natural gas, and decarbonization policies among the different ministries and entities within the sector.<\/li>\n<\/ul>\n
II. Energy Justice<\/p>\n
- \n
- The proposal includes no increase in electricity prices in real terms, maintaining the existing consumption subsidy program.<\/li>\n
- It aims to have electricity reach an additional 523,247 inhabitants with generation schemes for social and community purposes.<\/li>\n
- The creation of program to install photovoltaic panels in northern Mexico, starting in Mexicali, was announced considering collaboration with the private sector.<\/li>\n
- Proposes agreements for companies to engage communities in the planning and execution of projects with significant social and environmental impact.<\/li>\n<\/ul>\n
III. Secure, Robust and Reliable Electrical System<\/p>\n
- \n
- The strategy plans to increase energy capacity by at least 9,540 MW from which 32% is expected to come from clean sources and the rest from thermal energy. Potential increase in energy capacities are being considered under different cogeneration schemes.<\/li>\n
- An estimated total investment of $23.4 billion from CFE is planned for the 2024-2030 period allocated as follows:\n
- \n
- USD$12.3 billion in generation to install 13,024 MW of capacity.<\/li>\n
- US$7,403 million in the national transmission network to strengthen the interconnection of generation projects and to meet demand; and<\/li>\n
- US$3.6 billion in distribution for substations, transformers and feeders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
IV. Clear rules to secure and increase private investment<\/p>\n
- \n
- Between 6,400 MW and 9,550 MW of renewable energy generation is projected with an expected investment of $6\u20139 billion dollars from the private sector. This is conditional on compliance with the Network Code and provision of 30% backup for intermittency.<\/li>\n
- The following forms of private participation for self-consumption are proposed:\n
- \n
- Generation for self-consumption under 0.7 MW will be exempt from permits (an increase from 0.5 MW to 0.7 MW).<\/li>\n
- Self-consumption from 0.7 MW to 20 MW onsite without grid surpluses.<\/li>\n
- Self-consumption by companies requiring grid connection must pay a fee for the use of transmission infrastructure.<\/li>\n<\/ul>\n<\/li>\n
- Self-supply permits must transition to the current permits on a mandatory basis.<\/li>\n
- Energy and capacity delivery to CFE through long-term contracts will be permitted.<\/li>\n
- The creation of a figure of \u201cmixed producers\u201d (State participation and private investment) was announced, following a 54-46% public-private scheme. Generators using intermittent energy in the Wholesale Electric Market will continue to operate under reliability criteria.<\/li>\n
- The creation of a single platform for monitoring and processing authorizations (including the Ministry of Energy, Energy Regulatory Commission, Ministry of Environment and Natural Resources, and the National Energy Control Center) was announced.<\/li>\n<\/ul>\n
In the presentation, it was noted that within the next 180 days, the necessary legislative changes to comply with and implement the proposed strategy will be adopted.<\/p>\n
If you require information or advice regarding this matter, please contact our energy team: Javier Arreola jarreola@nhg.com.mx<\/a> , Vanessa
\nFranyutti vfranyutti@nhg.com.mx,<\/a>\u00a0Alejandro Rojas arojas@nhg.com.mx<\/a>, Santiago Medina smedina@nhg.com.mx<\/a> and Ana Mar\u00eda Alp\u00edzar aalpizar@nhg.com.mx<\/a>.<\/p>\n<\/p>\n
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<\/a><\/div>","protected":false},"excerpt":{"rendered":"El 6 de noviembre de 2024, la presidenta Claudia Sheinbaum present\u00f3 en su conferencia matutina la Estrategia Nacional del Sector El\u00e9ctrico. Dicha estrategia est\u00e1 basada en los siguientes cuatro ejes: I. Fortalecimiento de la planeaci\u00f3n del sector el\u00e9ctrico nacional La pol\u00edtica energ\u00e9tica, compuesta por el Plan Nacional de Energ\u00eda y el Balance Nacional de Energ\u00eda,…<\/p>\n
- The energy policy, consisting of the National Energy Plan and the National Energy Balance, should promote the energy transition towards renewable energy sources and energy self-sufficiency, as well as efficiency and rationality in energy consumption. This policy should improve planning and coordination of electricity, natural gas, and decarbonization policies among the different ministries and entities within the sector.<\/li>\n<\/ul>\n