Mexico continues to send concrete signals about which companies, technologies, and regions could lead the next stage of renewable energy expansion . A survey conducted by Energía Estratégica using data from the Ministry of Environment and Natural Resources (SEMARNAT) identified 38 generation and storage projects that showed activity in their environmental permitting processes between the end of July and September 2026 .
The volume is already significant even though the picture is incomplete. The 21 projects whose capacity is detailed in the documentation total 4,003.8 MW , while another 17 developments have environmental progress but no capacity specified in the analyzed extracts. Consequently, the actual portfolio involved exceeds 4 GW.
Behind that figure lies another piece of data that alters the market's interpretation: 20 of the 38 initiatives—more than 52% of the total—incorporate battery storage or are directly related to standalone BESS systems . These include 13 photovoltaic plants with batteries, three hybrid wind farms, and four exclusively storage-based installations.
The impact of energy storage can also be measured in terms of energy capacity. Among the renewable energy projects that detail the size of their batteries, the survey identifies at least 1,068 MWh of battery storage associated with solar and wind power generation . This volume is distributed among Barajas Solar, with 103.5 MWh; Santos, with 90 MWh; Malva Solar, with 103.5 MWh; Garzas I by Quantum Energía, with 243 MWh; La Tiñosa, with 180 MWh; General Bravo, with 150 MWh; Tonachihua I by Sungrow Renewables, with 108 MWh; and San Joaquín, with 90 MWh.
This figure also represents a minimum and not the final volume , since other projects are identified as photovoltaic or wind with BESS, but the environmental reports reviewed do not specify the energy capacity of the battery system. In total, 16 of the 38 initiatives directly combine renewable generation and storage .
It is worth remembering that the Government established that new renewable projects must include storage systems equivalent to 30% of the installed power, with a duration of three hours.
This trend aligns with Mexico's new electricity planning framework. The Ministry of Energy maintains procedures for incorporating generation and storage that are aligned with binding planning, and in the case of Electrical Energy Storage Systems (SAEE) under mixed development schemes, the required capacity reaches 935 MW with a duration of three hours .
In parallel, the new generation agenda has 6754 MW of renewables pending definition in the new calls , of which 4595 MW correspond to photovoltaic and thermosolar capacity and another 2159 MW to wind power, according to the sector information published during the call process.
Thus, SEMARNAT's files allow us to observe a different but complementary layer of the market : which developers, at the same time as permits, interconnections and new capacity incorporation mechanisms are being ordered, are already moving concrete projects on the territory.
Which generators and developers are making progress in the new portfolio?
The survey reveals a diverse business landscape, with some companies managing multiple projects and others focusing on specific, large-scale initiatives. Greendat Capital stands out for its volume and number of projects , with six initiatives totaling 953.9 MW of solar, wind, and associated storage capacity.
The developer is processing applications for La Morita I (100.2 MW), Santos (100 MW), Rancho Empacadora I (300 MW), Cañada and El Encino (125.5 MW), San Joaquín (100.2 MW), and the La Tiñosa wind farm (228 MW ). Five of these six projects incorporate BESS (Energy Efficiency System), although the energy capacity is not specified in all the applications.
Another major player is Transformaes Creación Sostenible , with two wind power projects totaling 703.5 MW . The El Quemado Wind Farm, located in Mina, Nuevo León, includes 247.5 MW and associated storage, while Villagrán reaches 456 MW in Tamaulipas.
Quantum Energía is also gaining prominence, behind the Garzas I Photovoltaic Park in Lerdo, Durango. The project reaches 351.39 MW of photovoltaic capacity and 243 MWh of storage , and is among the largest-scale hybrid initiatives in the analyzed portfolio.
Meanwhile, Energía Firme has four standalone projects totaling 780 MW , distributed across Sonora, Chihuahua, and the State of Mexico. SAEE La Loma will add 160 MW in Hermosillo; SAEE Border will add 220 MW in Juárez; SAEE Moctezuma will reach 150 MW in Ahumada; and SAEE Texcoco will add another 250 MW , with 1,000 MW of capacity and up to 1,298 MW nominal capacity .
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Within the hybrid wind segment, Green Park Energy is processing the permit for the 274 MW General Bravo project, which includes 150 MW of BESS (Bulk Energy Storage System), in Nuevo León. The company also has a permit for the Agua Nueva photovoltaic project in Saltillo, Coahuila, which has already received environmental approval, although the released information does not specify its capacity.
Sungrow Renewables is also among the players to watch, linked to Tonachihua I, a 120 MW photovoltaic project in Calpulalpan, Tlaxcala. The initiative incorporates 108 MWh of batteries , in a configuration equivalent to 30% of the power for three hours.
According to data revealed by Energía Estratégica, Sungrow Renewables also participates in calls for new projects currently being developed in Mexico , thus maintaining a presence both in the environmental portfolio and in open processes for new capacity.
For its part, Atlantica Power Generation obtained environmental approval for P Ceballos, a photovoltaic project located in Mapimí, Durango, whose power is not specified in the released extract.
According to data from Energía Estratégica, the company is also among the developers participating in the private and mixed calls that Mexico is carrying out to incorporate new generation , reinforcing its position within the new pipeline.
Grenergy also appears among the relevant names on the map, behind El Mezquital, a photovoltaic project located in San Miguel de Allende, Guanajuato, which already has a permit issued. In this case, the power output is not specified in the analyzed extract.
Among the firms with an international presence are FRV , with Duna Solar in Chihuahua and Central Fotovoltaica SMA in Guanajuato; Prosolia Internacional de México , with El Coroneo II; and Solarig Development México , with PV Chabacanes Solar in Veracruz.
Another notable name is Elawan Wind México III , which is processing the permit for the 125 MW San Pedro Solar project between Huimilpan and Corregidora, Querétaro. Also included are Armería New Energy , with its 130.3 MW Barajas Solar project and 103.5 MWh of BESS storage, and Malva New Energy , with 130 MW of solar power and 103.5 MWh of storage in Veracruz.
The intersection of environmental permits and new capacity development processes reveals two parallel trends . On one hand, companies are accumulating several hundred megawatts through multiple projects; on the other, international groups and new players are beginning to gain visibility through hybrid plants and large-scale storage systems.
This scenario reinforces one of the main findings of the survey: the new Mexican pipeline combines established players with companies seeking to gain scale in a market where BESS is already a central part of the development strategy .
The environmental permitting process paints a picture, ultimately, of a market that is beginning to gain depth . The more than 4 GW identified not only reflect volume, but also a greater diversity of developers, technologies, and project models, with storage playing an increasingly important role.
The next filter will be how many of these initiatives manage to obtain permits, secure interconnection, advance in private and public-private partnerships, and finally reach the construction stage . This will determine which companies succeed in transforming this portfolio into effective capacity for the Mexican electrical system.
More than just a collection of applications, the more than 4 GW in process are beginning to show which companies are looking to occupy the next stage of Mexico's renewable energy market.
