On February 3, 2026, the President of Mexico, Claudia Sheinbaum Pardo, accompanied by the Secretary of Finance and Public Credit, presented the Infrastructure Investment Plan for Development with Welfare 2026-2030 (the "Plan").

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This strategy foresees a significant increase in public investment to develop public infrastructure and encourages the participation of the private sector through the implementation of mixed schemes, differentiated from Public-Private Partnerships, with the aim of achieving complementary investments that protect public finances.

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The Plan is based on the 100 commitments presented by the President at the beginning of her term and seeks to promote economic growth of 3% for the country. To this end, it focuses on strengthening strategic infrastructure and the provision of basic services, projecting a total investment of 5.6 billion pesos in more than 1500 public works until 2030.

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Significant emphasis is placed on the energy sector, whose sectoral distribution is as follows:
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• Energy: 54.15%
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• Trains: 15.63%
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• Roads: 13.93%
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• Health: 6.48%
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• Ports: 6.23%
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• Water: 2.83%
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• Education: 0.34%
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• Airports: 0.04%
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The Plan is divided into two main axes:
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1. Economic growth, which includes productive infrastructure projects such as ports, airports, trains, highways and other projects associated with Plan Mexico.
2. Development with well-being, focused on sectors considered strategic and of social interest, such as energy, water, health, housing and connectivity.

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The broad sectoral coverage of the Plan anticipates interaction with multiple regulatory frameworks, including legislation on energy, public works, concessions, economic competition and financial discipline.

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A central element of the Plan is the use of mixed investment schemes, combining public and private resources. To this end, the creation of joint ventures was proposed, where the State will maintain a majority stake and the Government of Mexico will define its rules of operation, which could imply the issuance of specific regulatory provisions or adjustments to the current regulatory framework.

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The projects contemplated in the Plan will be supervised by a new Strategic Investment Planning Council, headed by President Claudia Sheinbaum. This Council will be responsible for monitoring the physical and financial progress of the projects, their approval and prioritization, accountability and transparency mechanisms, and inter-institutional coordination between agencies and executing entities.

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The Ministry of Finance announced that, in the coming days, a bill will be sent to the Congress of the Union to specify the investment vehicles necessary for the execution of the Plan. The creation of specific funds for its financing was proposed.

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The Infrastructure Investment Plan for Development with Welfare represents a relevant change in the country's public investment policy, opening the door to new public-private collaboration schemes under a model of reinforced state control. In addition, a National Database will be implemented so that investors and the general public can visualize the evolution of each project. It will be key to follow up on the legal reforms announced and the specific rules that are issued for each sector.

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We will continue to monitor changes to the applicable legal and regulatory framework, as well as the publication of initiatives and rules, to enable a more precise assessment of opportunities and risks for all stakeholders.
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For any questions or comments, you can contact our expert team.