Mexico is entering a new phase of photovoltaic expansion. The country ended December 2025 with 13,579 MW of installed solar capacity, according to data from the Mexican Solar Energy Association (ASOLMEX), while more than 6,700 MW were recently selected through a mixed investment scheme with the Federal Electricity Commission (CFE).
This portfolio includes 4595 MW of photovoltaic and solar thermal capacity that will still need to be allocated in the new calls launched by the government , so the next Mexican solar map will not only depend on the assets that are already operational, but also on the companies capable of transforming the new awards into built and interconnected projects, planned mainly for 2028 and 2029.
Of the total installed at the end of 2025, 8168 MW correspond to large-scale solar generation , considered by the Mexican Solar Energy Association (ASOLMEX) as that developed through plants equal to or greater than 0.7 MW.
The remaining 5,411 MW belong to distributed generation , a segment comprised of installations smaller than 0.7 MW connected primarily to homes, businesses, and industrial facilities. The data shows that approximately 40% of Mexico's photovoltaic capacity is already located behind the meter or close to consumption centers.
This composition confirms that Mexico's solar expansion is progressing through two parallel markets . On one hand, there are large plants linked to contracts, permits, and transmission infrastructure; on the other, thousands of distributed systems driven by users seeking to reduce their electricity costs.
Companies seeking to lead the next solar expansion
The distribution of awarded projects shows a significant concentration of capacity among a group of developers. Thermion Energy, Oak Creek, Terralia, Fisterra Energy, and Cubico México lead the mixed-use scheme, although not all of their initiatives are exclusively photovoltaic.
Thermion Energy appears as the main awardee by volume , with more than 1,600 MW distributed among Montecristo, Delaro, Energeo Los Molinos, Santa Gertrudis, El Guajillo and Sol de Sonora 70.
The company thus leads in selected capacity within the mixed scheme. However, there is still no complete public confirmation to determine what proportion of those 1,600 MW corresponds specifically to photovoltaic plants , so its portfolio should be counted within the overall renewable energy map and not entirely as solar power.
Fisterra Energy , with approximately 659 MW. The company was selected with the Haab Kiin Solar Plant, of 123 MW; the Cerro Colorado Solar Plant, of 123.2 MW; and the San Simón Solar Plant, whose capacity would be around 455.7 MW.
Cubico México also occupies a significant position. The company has approximately 578 MW of installed capacity through the Tamaulipas Renewable Energy Photovoltaic Park, Kiin, Hecelchakán, and Saas.
Sunora and Cimarrón Solar each reached nearly 300 MW, while Freeman Energy, together with Quantum Energía, added approximately 270 MW through the Las Garzas photovoltaic project.
Atlántica Renewable Power México obtained 200 MW distributed between two photovoltaic developments plus 30 MW of storage each , while Solarig reached approximately 108 MW with PV Sandom Solar and PV Moquel Solar.
Atlas Renewable Energy also appears among the selected companies, through the CFV Concepción Mendizábal Phase 1, Phase 2 and Phase 3 projects, reinforcing its presence in the Mexican market.
In addition to the mixed scheme, there is the 2025 Private Generation Projects Call for Proposals, in which Sunstone Power positioned itself as the leading photovoltaic player. Backed by Copenhagen Infrastructure Partners, the company will develop La Alegría, with a capacity of 694.2 MW, and La Esperanza, with a capacity of 350.7 MW, both in Campeche.
In total, the projects exceed 1,044 MW of solar power and will be accompanied by 470.1 MW of storage and 1,920 MWh of energy capacity .
Dhamma Energy Mexico also has a significant portfolio through Saturno Solar, Akuwa Solar, and Delfín Solar, located in Hidalgo. These three projects total approximately 459 MW of photovoltaic capacity and 147.5 MW of battery storage.
Continue reading
In the same state, Alten Energías Renovables will develop Alten Hidalgo, a 113.3 MW project, while Green Park Energy, a subsidiary of Iberdrola, will move forward with Tecozautla, a 122.3 MW project. Iberdrola also won the bid for El Toro, a 107 MW project, in Guanajuato.
The group is completed by Energía Solar Herrera, which will develop 231 MW in Puebla; CGS Solarmex I, with 108.9 MW in Zacatecas; Solarig, with 122.5 MW in Tamaulipas; Global Solar America 2, with 108.7 MW in Hidalgo; and Gemex, with 147 MW in Veracruz.
The market expansion is not only mobilizing developers. Manufacturers of modules, inverters, and storage systems, along with construction companies, are also looking to position themselves for the volume of projects projected for 2028 and 2029 .
During the Future Energy Summit (FES) Mexico, Huawei highlighted its presence in the country since 2001 as one of its main competitive advantages. The company has one of its three global technical support centers in Querétaro, from where it serves operations throughout Latin America. In addition, it has 28 warehouses strategically located across Mexico . The technology company also supplies photovoltaic inverters and storage systems to the CFE (Federal Electricity Commission) in Puerto Peñasco .
Sungrow is also strengthening its local structure by establishing a hub in Mexico to serve the regional market. The company is expanding its technical and sales teams in anticipation of increased demand for inverters, batteries, and commissioning services. For the manufacturer, Mexico has become one of its most important markets in Latin America .
In the engineering and construction sector, Elecnor leverages its track record as its strongest asset. The company began operations in Mexico in 1992 and has over three decades of uninterrupted presence, with experience in electrical projects and capabilities as an EPC contractor.
JA Solar , with more than 12 years of presence in Mexico, defines itself as a manufacturer "forged by the fire of distributed generation" , a segment that already exceeds 5.4 GW installed.
Other manufacturers of modules and structures for photovoltaic parks that are positioning themselves include Yingli Solar, Jinko Solar, Schletter, Arctech Solar, Axial, among others.
Competition will therefore extend across the entire value chain. Developers will need to secure projects and contracts, while manufacturers will compete to supply modules, inverters, and batteries, and EPC contractors will seek to convert awarded projects into operational power plants.
The ability to offer local support, spare parts, warranties, financing, and after-sales service will be just as important as the equipment price. With several gigawatts slated to come online in a short period, companies with a strong presence in Mexico have a competitive advantage over suppliers without their own infrastructure in the country.
From Sonora and Coahuila to the new investment hubs
The map of large-scale plants shows a marked territorial concentration. Almost 60% of the 8,168 MW in operation are located in Sonora, Aguascalientes, Chihuahua, and Coahuila , four states with high solar irradiance and a consolidated track record in photovoltaic development.
Sonora maintains a central position due to its natural conditions and the expansion of the Puerto Peñasco complex. The CFE anticipates that the facility will reach 1 GW of power , reinforcing the state-owned company's role in large-scale solar energy growth.
Mexico has an estimated average solar irradiance of 6.36 kilowatt-hours per square meter per day . ASOLMEX calculates that the technical potential exceeds 1,800 GW in areas with capacity factors greater than 20%, although its utilization is conditioned by proximity to the grid and available evacuation capacity.
The next wave of projects could alter that concentration. Campeche, Hidalgo, Tamaulipas, Guanajuato, Puebla, Zacatecas, and Veracruz are among the territories selected to host new power plants, often accompanied by storage facilities.
Distributed development presents a more diversified landscape. Approximately 65% of its capacity is concentrated in Jalisco, Nuevo León, Chihuahua, Guanajuato, Coahuila, Michoacán, the State of Mexico, Sonora, Yucatán, and Mexico City .
The combination of both models reveals two distinct maps. The north leads in large-scale power plants , while distributed generation shows a more widespread expansion towards the center, the west, and the main metropolitan areas.
