2026-09-03 · AI Regula Solutions

Grid Capacity, Not Land, Now Gates New Industrial Parks

CFE's planned 230 kV line and 227.1 MW load center near Hermosillo highlights a pattern occupiers are running into nationwide: substation capacity and interconnection timelines, not land availability, increasingly determine where new factory capacity can actually be built. Site-selection teams should treat grid queue position as a due-diligence item as important as zoning or labor supply.

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GCA analysis and point of view. Underlying market data: SiiLA (licensed subscription), presented with attribution.