Mexico’s electric mobility story in 2025 is one of high-velocity contrast. The country is cementing its status as an EV manufacturing powerhouse, projected to produce over 250,000 electric units this year alone, yet the public charging network faces a USD 10 billion investment gap. This disconnect, between a booming export engine and a domestic infrastructure playing catch-up, is exactly where the Mexican CPO market is being built, and where the highest alpha sits for 2026.
From Emerging to Industrializing
Mexico has graduated from "emerging" to "industrializing." Domestic production has surged as global automakers reposition Mexican plants as export hubs. With 439 companies now active in the local EV supply chain (a 37% jump in under a year), Mexico has surpassed Asian competitors as the top exporter of EVs to the United States.
However, the domestic picture is shifting. Under "Plan Mexico," the goal is not just to export, but to increase internal consumption.
On the demand side, the market is becoming real. EMA (Electro Movilidad Asociación) reports that 43,656 low-emission vehicles were sold in the first half of 2025 alone, a 40% year-on-year increase. While hybrids (HEVs and PHEVs) currently act as the bridge, fully electric sales grew by 33.7%. By 2030, EVs and hybrids are projected to represent 39% of total production.
The Geopolitical Risk: Technological Neutrality
A critical battle is brewing over who supplies this demand. With affordable Asian imports driving adoption, industry bodies like EMA are heavily lobbying for "Technological Neutrality", arguing that restricting vehicles based on origin (tariffs on Chinese OEMs) would slow the transition and hurt consumers. For investors, this policy debate is the key variable to watch: restrictive tariffs could cool the market, while open borders will accelerate the need for charging infrastructure.
The Real Problem: A Qualitative Charging Gap
Looking only at connector counts hides the severity of the deficit. Mexico officially has about 51,800 connectors, but the devil is in the details:
This results in a ratio of 41 EVs per public charger, dangerously higher than the global benchmark of roughly 10:1. To support the projected fleet of over 750,000 EVs by 2030, the country needs to scale to nearly 291,000 charging points.
The capital required to bridge this gap is estimated at USD 10.4 billion. Most existing infrastructure is concentrated in the "Golden Triangle" (Mexico City, Guadalajara, Monterrey), leaving rural corridors as "charging deserts" that create operational ceilings for logistics fleets.
Big Capital, Tight Rules: How the CPO Market Is Forming
Despite this deficit, the Mexican CPO market is attracting heavyweights. Major players have announced over USD 1.7 billion in investments. However, successful deployment now requires strict adherence to state planning.
Through the Planning and Energy Transition regulations, SENER (Mexico's Ministry of Energy) and CFE - the Federal Electricity Commission, the state-owned utility that operates the national grid) now exercise "binding planning." Private projects must align with national grid reinforcement. Furthermore, new General Administrative Provisions (DACG) require new large-scale renewable projects to include 30% battery storage, indirectly stabilizing the grid for EV charging. Fiscal incentives are also aggressive: recent decrees allow for 83-100% immediate tax deductions on charging assets, and the ISAN exemption (tax on new cars) continues to drive vehicle purchasing.
Urban Bias and the "Blue Ocean" Outside the Triangle
In the short term, capital is flowing to urban centers. But the EV Charging Index reveals a shift in consumer psychology: Operating cost is now tied with environmental protection as the #1 driver for EV purchase.
This signals a "Blue Ocean" opportunity outside the main metros. Local players are converting gas stations into EV hubs, utilizing distributed generation rules that allow onsite solar (up to ~0.5 MW) to lower the Levelized Cost of Energy (LCOE), appealing directly to the cost-conscious driver who needs to charge cheaper than gas.
"Hecho en México": Olinia and Taruk
Mexico’s transition is also being driven by domestic technology:
A CEO’s Lens
At Dodona, we see Mexico as a market where government strategy, grid infrastructure enhancement, and private capital for e-mobility infrastructure are moving at roughly the same time, but not always at the same speed. The investors and operators who will win here are those who treat regulation as one of the inputs, and not the only constraint. If you can map SENER and CFE’s plans, EV adoption hotspots, fleet routes, and connection constraints in one model, you can choose locations that will still make sense 10 years from now. That is exactly the kind of decision intelligence we provide.
What This Means for Investors and Fleet Operators
Three points define the opportunity for 2026:
How Dodona Helps You Act on This
Dodona works with investors, CPOs, and OEMs to navigate this opportunity:
If you are deploying capital in Mexico’s energy transition, do not guess. Let the data drive.
Discover how Dodona supports EV infrastructure strategy:
Visit: https://thedodona.com/
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Sources & Further Reading