Will SENER publish binding regulation to integrate data centers into the SEN before March 31, 2027?

Market context

SENER and the CNE published in 2026 a regulatory outlook document, non-binding, on integrating data centers into the SEN. Mexico estimates $18,000M in data centers toward 2030, but the lack of power is the main bottleneck.

Resolution criteria

• How it resolvesResolves YES if SENER or the CRE publish before March 31, 2027 a binding rule, agreement or regulation published in the DOF with mandatory compliance rules for integrating data centers into the National Electric System. Resolves NO if the framework remains only advisory. Source: the Diario Oficial de la Federación. The market closes on March 31, 2027 at 23:59 Mexico City time (05:59:00 UTC on April 1, 2027).
• When it closesApril 1, 2027, 5:59 am UTC
• Verification sourceDiario Oficial de la Federación (https://www.dof.gob.mx)