Mexico is emerging as a priority market for Chemik given the reactivation of large-scale solar projects. The company sees opportunities in developments ranging from 230 to 800 MW and projects supplying equipment for more than 1 GW during 2026 , with the expectation of doubling that volume in 2027.
In an exclusive interview conducted during FES Mexico 2026 , Héctor Erdociain , Chief Strategy Officer and Chief Technology Officer of Chemik, pointed out that the new stage of the market could surpass the previous expansion cycle due to the size of the projects and the need to incorporate electrical capacity.
“ For us, Mexico was already an important market in the previous stage, but now I think it will be even more important than before because now there are other markets that have slowed down ,” Erdociain stated.
The growth of solar projects is also linked to the need to incorporate energy to power new industrial and technological activities . These include the expansion of data centers, a sector that requires a constant supply of electricity and large volumes of power.
According to industry association sources, the new data centers could require around 1.5 GW of electrical capacity in Mexico and mobilize investments of approximately $18 billion . This development opens up opportunities for renewable energy generation, storage, and self-consumption solutions.
According to Erdociain, Mexico has a strategic location to attract this type of infrastructure. However, the executive warns that available capacity may limit the installation of large consumers.
“ With its perfect location for hosting data centers, it is not able to attract as many as it would like because it does not have enough energy to power them ,” he says.
The Chemik representative links this situation to the need to also supply energy-intensive industries and the automotive sector, historically relevant in the north of the country.
The changing international landscape is also influencing the company's strategy. For years, Spain maintained a steady stream of photovoltaic projects, although developments are currently progressing at a more moderate pace.
Faced with this slowdown, Chemik is redirecting its attention toward markets with new contracting opportunities and larger-scale projects . Mexico appears as a natural destination for both manufacturers and engineering, supply, and construction companies.
“ We need to shift our focus to other markets, and this is the natural market for everyone; for us as manufacturers, but also for EPC contractors ,” Erdociain said.
The company has already participated in the previous phase of the country's renewable energy expansion. Among its past projects is the supply of energy for Puerto Libertad , an Acciona photovoltaic project with a capacity exceeding 300 MW .
Chemik expands its offering for the new solar era
During the four years of reduced activity in Mexico, Chemik developed products and expanded its portfolio of solutions for photovoltaic projects . The company is entering the market's reactivation with new technologies and greater international experience.
Among the featured products is Checkness , a solution that, according to Erdociain, has already delivered nearly 6 GW . The offering also includes String Plus and support systems for solar installations. The combination of prior experience, new solutions, and manufacturing capacity supports Chemik's goal of expanding its market share. According to the company representative, this growth is also driven by customer loyalty.
“ As we tend to build customer loyalty, that percentage increases year after year and it shows ,” he emphasized.
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The company is already positioned in projects planned for 2026. However, the executive believes that the greatest volume of opportunities will arrive during 2027 , when more initiatives currently under development and processing could move forward.
“ This market is very hot, but it’s going to be even hotter in 2027. We’ll have to position ourselves for that ,” he predicted.
The executive explained that the projects planned for 2026 are significant, with several reaching capacities of hundreds of megawatts. However, the company is already working on positioning itself for the next wave of investments.
Projects of up to 800 MW set the scale of the market
One of the characteristics of this new phase is the predominance of large-scale photovoltaic power plants . Chemik recognizes opportunities in initiatives of 300, 700, and even 800 MW , while smaller projects represent a limited proportion of the identified portfolio.
Developments of around 230 MW are also being analyzed, while smaller-scale initiatives of approximately 70 MW are included. The company is primarily focusing its strategy on larger capacity plants.
According to Erdociain, the size of the parks is explained by the period of low installation that the market went through and by the availability of land and nodes that allow for structuring large-scale developments.
“ The country right now, after so long without installing and with a lot of capacity on the ground and at nodes, offers the possibility of having these large projects ,” he argues.
Although the Chemik representative does not rule out the emergence of a distributed generation segment or smaller projects, he believes that the first phase of the reactivation will be led by power plants of hundreds of megawatts .
“ I think it’s going to be a pretty significant trend because the country allows it and the state of the country’s electrical grid allows it ,” he added.
The scale of these initiatives presents an opportunity for suppliers capable of delivering large volumes of components, structures, and technical solutions. At the same time, it demands logistical and production planning that aligns with construction schedules.
Chemik aims to exceed 1 GW and double it by 2027
Based on the identified projects, Chemik expects to exceed 1 GW of supply during 2026 and reach around 2 GW in 2027. This projection represents one of the company's most ambitious goals for the Mexican market.
“ It will depend a lot on how the administrative side goes with the project permits, which in the end is not in our hands ,” Erdociain clarified.
Before hiring suppliers, developments must go through processes of authorization, connection, financial structuring and awarding of engineering and construction contracts.
“ We need everything beforehand to be managed well: good communication between the administration and the developers, between the developers and the EPC contractors, and finally we will come in, ” Erdociain concludes.
Chemik's forecast reflects the potential of a new solar era characterized by large-scale projects and rising electricity demand. The speed of permitting and grid infrastructure development will determine whether the company can exceed 1 GW in 2026 and double its supplies the following year.