Articles
- LeadershipAI GovernanceBooks
The org chart is quietly the biggest AI governance risk in most companies — and Jose J. Ruiz has written the book about it
A new book from the CEO of Alder Koten introduces the Second Map of Work — a framework for redesigning decision rights before AI drafts, ranks, and recommends its way into consequences that reach real people. For Mexican operators integrating AI into hiring, operations, and customer decisions right now, the argument matters more than the launch.
· 6 min
- AerospaceCoahuilaNearshoring
Aerospace tier-1s are scouting Coahuila and Nuevo León now that the Bajío is out of runway
Two European tier-1s and one Canadian supplier have started site visits north of the Bajío. The move follows a year of near-zero large-plot availability in Querétaro and Guanajuato — and it may quietly reshape which state captures the next aerospace cluster.
· 6 min
- Data CentersQuerétaroCFE
Querétaro is becoming Mexico's data-center capital — and the constraint isn't land, it's megawatts
Three hyperscalers, six colocation operators, roughly 400 MW under construction or in permitting. The Bajío has emerged as LatAm's second-largest data-center market after São Paulo — and the CFE grid connection queue is now the deal-breaker.
· 6 min
- BanxicoRatesPeso
Banxico is done cutting for now. That's the number every 2027 corporate plan should be built around
The June 25 hold at 6.5% closed a 475-bp easing cycle. The July minutes made the pause explicit. For corporate treasurers, project sponsors, and peso liabilities, the extended pause — not the next cut — is the working assumption.
· 6 min
- EnergyCFERenewables
Quietly, private power capital is coming back to Mexico — on CFE's terms
A 7,411 MW award to 37 wind and solar parks, a $4 billion Banobras-anchored financing package under study, and a CFE-Cubico JV for 578 MW plus 500 MWh of storage add up to a market reopening — with the state in control.
· 7 min
- USMCAAutoTariffs
The USMCA review has an 82% number, and Mexico's auto plants have to work out what it costs them
USTR's July 1 proposal to lift regional value content to 82% and require 50% U.S. parts turns the tariff arbitrage into a bill-of-materials problem for every Mexican auto plant.
· 7 min
- NearshoringBajíoIndustrial Real Estate
Bajío's second wave: which industrial parks are quietly running out of land — and who's holding the last plots
Vacancy in Querétaro, Guanajuato and San Luis Potosí is flirting with 1%. The names announcing plants are known; the developers about to unlock the next 400 hectares are not.
· 7 min
- M&AConsumerMid-Market
Mexican mid-market consumer deals thaw — two boutique banks are quietly rebuilding the pipeline
After a slow year for private consumer M&A, boutique advisers are back on the phone. What is on the mandate list, who is buying, and why the calendar matters for anyone selling in 2027.
· 3 min
- FintechCNBVSoFipo
The quiet SoFipo shakeout: CNBV is thinning the fintech herd, and the survivors will look more like banks
Three SoFipo licenses revoked in the first half. Four more under intervention. The regulator is not killing the model — it is forcing it to grow up. What that means for the fintech founders still raising in 2026.
· 5 min
- LogisticsUSMCANuevo Laredo
The Colombia Bridge is the constraint no one is pricing into their nearshoring model
Everyone models tariffs. Almost no one models the crossing. Between Nuevo Laredo and the Colombia Bridge, Mexico moves roughly a third of its US-bound truck freight through two chokepoints that are already at capacity — and 2027 volumes are still going up.
· 5 min