Clean industry · Mexico
What to produce.Where to build.What it takes.
Explore Mexico’s industrial capabilities, energy and investment. Compare states and examine the conditions behind each value chain in Lineup.
Public · No account needed · English / Español
Start with your question.
The idea behind Lineup
Industrial policy is a coordination problem.
A clean factory needs four things at one place, at one time. Miss one and the bet does not convert. The hard part is the lineup, not any single ingredient.
- Energy
- Clean power at a specific node
- Capability
- What the place can already make
- Capital
- Who invests, on what terms
- Buyers' rules
- Standards a buyer will qualify
From evidence to action
Where does your state stand?
Choose your state, compare opportunities and constraints, and define the next decision in a brief you can share.
Try a question · Querétaro
A new load. Different decisions.
How does the scenario change when the connection mode and supporting infrastructure change? Compare two saved configurations, then open the model to explore the assumptions.
Baseline result: Cannibalize
The load stays connected to the public grid, with no added clean generation, storage or transmission plan in this configuration. The model reports less room for industry.
Both configurations use a 1,120 MW load and a 250 MW industrial ambition. These are scenario assumptions, not forecasts.
Open this scenario Explore the different evidence gaps in Nuevo León
Where Lineup has evidence / Dónde hay evidencia
Loading public evidence… / Cargando evidencia pública…
Explore the portfolio
Five value chains. A closer look inside each.
Each card brings together products, locations, buyer requirements, sequencing and financing considerations.
Auto Supplier Upgrading
The auto-parts base and its possibilities in the electric-vehicle supply chain.
Open the card Original selectionEV Components
Batteries, drivetrains and power electronics for electric vehicles.
Open the card Original selectionGrid Hardware
Transformers, cables and switchgear for electricity infrastructure.
Open the card Added August 2026Heat Pumps
The air-conditioning and refrigeration base as a starting point for making heat pumps.
Open the card Added August 2026Electric Vehicles
Trucks, buses and two-wheelers: capabilities and gaps for electrification.
Open the cardThe portfolio combines three plays from the original screening with two added by direction in August 2026. It is not simply the five highest-ranked candidates today.
How the portfolio and current ranking relate
The September 2026 HS2022 basket correction places Auto Supplier first, Power Electronics second, EV Components third and Grid Hardware fourth in the reference ranking. Heat Pumps ranks fifth and Electric Vehicles seventh. The selector preserves both the original selection and the current reference.
Auto Supplier stays first across 1,000 tested weight draws. This tests sensitivity to weights. It does not establish a project’s probability of success.
National export figures in the cards use BACI 2024 product baskets; state trade uses the revised 2025 OEC / DataMexico edition. The two chains added in August cover wider baskets than their narrower selector plays; each card distinguishes them. The selector also preserves the 2022 screening record.
Read the evidence
Understand what supports the result.
A useful comparison shows its sources, assumptions and gaps alongside the conclusion.
Sources and dates
Datasets have different observation periods. BACI 2024 trade data, historical infrastructure inventories and planning scenarios describe different things; an interactive view does not make them real-time observations.
Assumptions you can inspect
Follow the methods behind the rankings and scenario outputs. A change in a weight or an input is an analytical choice, not new observed evidence.
Limits that remain visible
Installed generation is not firm capacity or available grid headroom. A price signal is not an engineering certification. Missing evidence remains a gap to investigate.
A starting point for the next decision
Lineup supports screening and discussion. It does not certify a connection, replace engineering studies, optimize dispatch or decide for institutions. Fiscal results are reported separately and do not enter the rankings.
The next step
Bring a question about your state.
For decision-makers and their teams
Start with a place and a decision.
Tell us which state, value chain or infrastructure question you are working on. We can discuss the available evidence and what needs a closer look.
Talk about your stateFor research and funding partners
Help take the analysis into practice.
Explore a collaboration around a real state-level question: its data, the institutions involved and the work needed to inform a decision.
Discuss a collaboration