VOLTAR

1. Government commits to strengthening investments

The first National Investment Promotion Meeting was held, with the participation of the 32 state investment promotion committees and led by President Claudia Sheinbaum. The event highlighted the economic achievements made in 2025 and established three goals for 2026: first, an increase in the investment portfolio, which is expected to grow from $367.9 billion to $406.8 billion in 2026; second, an increase in the number of investment projects, expected to reach 2,539; and third, job creation, from 1,460,000 to 1,630,000 jobs.

Roberto Lazzeri, CEO of NAFIN-Bancomext, a state-owned financing entity, announced four financing programs for micro, small, and medium-sized enterprises (MSMEs) located in the strategic sectors covered by Plan Mexico. A fund of 120 billion pesos has been set aside for this support, 80% of which will go to those applying for credit for the first time. In addition, the fund of funds will be reactivated: an investment alliance with Afores, multilateral and other funds, in order to multiply the available resources. 

Milenio: Certidumbre y peso fuerte, las ofertas de Sheinbaum a la IP

Animal Político: México tiene certidumbre para inversiones, asegura Sheinbaum; Ebrard destaca más de 406 mil mdd en 2 mil proyectos

2. Government announces mixed infrastructure investment plan

The Mexican government presented the Infrastructure Investment Plan for Development with Well-being, whose objective, according to the Secretary of Finance, is to promote a mixed investment, between public and private sectors, of 5.6 trillion pesos during the period 2026–2030, in order to boost investment in large projects and, thereby, encourage economic development in eight strategic sectors: energy, rail and road infrastructure, ports, health, water, education, and airports.

According to the presentation, the project will be based on four pillars: the creation of the Strategic Planning Council (coordinated by President Claudia Sheinbaum), the development of new investment vehicles, the updating of the regulatory framework to enable mixed contracting schemes, and the integration of a national database to strengthen transparency and project monitoring. The president reported that this plan will allocate an additional 722 billion pesos, on top of what has already been programmed to public investment, an amount equivalent to 2% of the gross domestic product.

El Economista: Hacienda anuncia histórico plan de inversión en infraestructura por casi 6 billones de pesos

Vanguardia: ¿Qué es el Plan de Inversión en Infraestructura para el Desarrollo con Bienestar?

3. Government presents Plan to Strengthen Petróleos Mexicanos (Pemex) 2025-2035

The CEO of Pemex presented the Plan to Strengthen Petróleos Mexicanos (Pemex) for the period 2025-2035. Among the goals for 2026 is to increase productive investment by around 34% to more than 420 billion pesos, mainly focused on exploration and production. The objective is to reach 1.8 million barrels per day, as well as to increase natural gas production, identified as an important input for energy transition and electricity generation.

Regarding the financial debt of the state-owned company, it was reported that it was reduced from $97.6 billion at the end of 2024 to $84.5 billion at the end of 2025. According to the head of Pemex, compared to the level recorded at the end of 2018 ($105.8 billion), the estimated debt as of December 2025 represents a decrease of approximately $20 billion, placing it at its lowest level in the last 11 years. He also noted that crude oil processing reached 1.5 million barrels per day, considering the six refineries of the National Refining System, the Olmeca Refinery, and Deer Park (Texas).

El Economista: Pemex reduce su deuda, eleva la producción y apuesta por transición energética ordenada

La Jornada: Deuda de Pemex se redujo 20% durante 2025; es el nivel más bajo en 11 años

4. Legislative period begins with changes in Morena’s coordination in the Senate

The Regular Session of the Congress of the Union began, where Senator Adán Augusto López Hernández’s resignation from the position of coordinator of the Morena party and, with it, from the presidency of the Political Coordination Board was formalized. The legislator justified the decision as a personal move aimed at strengthening his party’s territorial work with a view to the 2027 midterm elections.

President Claudia Sheinbaum pointed out that the change in coordination is not related to a judicial investigation or a possible diplomatic appointment, following allegations of possible links between Senator López Hernández and organized crime leaders. For his part, Senator Ignacio Mier Velazco, until now deputy coordinator, was elected coordinator and will be responsible for ensuring agreements to advance the government’s agenda on issues such as electoral reform, the reduction of the working week to 40 hours, judicial reform in the area of “faceless judges,” and the strengthening of the National Anti-Corruption System.

El Universal: Sheinbaum: salida de Adán Augusto de coordinación de Morena fue decisión personal

El Financiero: Adán Augusto López deja coordinación de Morena

W Radio: Arranca nuevo periodo de sesiones en el Congreso de la Unión

5. Mexico and the United States move forward with a roadmap on critical minerals

Secretary of Economy Marcelo Ebrard reported that Mexico plans to join a multilateral agreement on critical minerals with the participation of the United States, Canada, Japan, and the European Union, as part of efforts to strengthen cooperation and the supply of strategic inputs for industry, since critical minerals are those raw materials (minerals and metals) that are necessary to generate energy and produce technology.

According to the guidelines published by the Office of the U.S. Trade Representative (USTR), Mexico and the United States agreed to develop, within 60 days, a work plan to define which minerals will be considered strategic and thus consolidate their supply chains. Additionally, the United States proposed alliances with 55 partners, including Mexico, to establish a preferential trade scheme for critical minerals, aimed at diversifying suppliers and strengthening the resilience of their production chains.

El País: México y Estados Unidos trazan una ruta conjunta para el comercio preferencial de minerales críticos

Proceso: México apuesta por minerales críticos “para estar en la mesa, no en el menú”