
1. Government submits 2027 Economic Package; no new taxes established
The Ministry of Finance and Public Credit (SHCP) submitted the 2027 Economic Package to the Congress of the Union, forecasting GDP growth between 1.5% and 2.5%, projected inflation at 3.0%, an average exchange rate of 18 pesos per dollar, and a price for the Mexican crude oil mix of $61.80 per barrel. The proposal aims to maintain the path of fiscal consolidation by targeting Public Sector Financial Requirements (broad deficit) at 3.9% of GDP and stabilizing public debt (SHRFSP) at 55% of GDP. On the revenue side, total budgetary resources are estimated at 9.15 trillion pesos, anchored by record tax collection of 6.26 trillion pesos driven by efficiencies in income tax (ISR), VAT (IVA), and excise tax (IEPS) on fuels, offsetting a projected 14.4% contraction in oil revenues. Accordingly, the proposal authorizes a record total net expenditure of 10.63 trillion pesos (+1.1% in real terms compared to 2026).
In the Draft Federal Expenditure Budget (PPEF) the administration proposes allocating nearly 15% of total spending (1.58 trillion pesos) to social programs and priority works, featuring 1.02 trillion pesos for 18 welfare programs—led by the Senior Citizens’ Pension with 543 billion pesos—and 560 billion pesos for infrastructure projects across Pemex, the railway network, and the Federal Electricity Commission (CFE). In the redistribution across administrative sectors, notable budget increases were granted to the Ministries of the Navy, Agriculture, Science, Education, and Healthcare, contrasting with a 67.9% funding cut for the Ministry of Energy. While the package establishes no new taxes, the Federal Duties Law Initiative contemplates higher revenue collection through fee adjustments for airspace usage (+10%), immigration duties for visitors without work permits (+35%), financial supervision by the National Banking and Securities Commission (CNBV) (+16%), and environmental duties (+30%).
Gobierno Federal: Comunicado No. 71 La Secretaría de Hacienda y Crédito Público entrega el Paquete Económico 2027 al H. Congreso de la Unión
El Economista: Paquete Económico 2027: 10 datos clave sobre el plan de ingresos y gasto del gobierno
2. Entry of small and medium enterprises into tax regimes streamlined
President Claudia Sheinbaum presented a package of administrative and tax simplification measures designed to reduce the bureaucratic burden on micro, small, and medium-sized enterprises (MSMEs) and promote their formalization. On the tax front, the Tax Administration Service (SAT) will implement a simplified regime for VAT payments with a flat 7% rate, increase the income tax (ISR) exemption threshold for small businesses from 900,000 to one million pesos with an option for quarterly payments, and double asset depreciation rates for companies with annual revenues between 35 million and 50 million pesos. In parallel, IMSS Director Zoé Robledo detailed the digitization of employer registries, the elimination of in-person paperwork via a digital employer identification card, and the integration of a unified SAT-IMSS portal scheduled for November 2026.
Complementing the MSME support package, the Director General of Nafin and Bancomext, Carlos Torres Rosas, announced a financing portfolio ranging from microcredits of 500,000 pesos and the “My First Credit” program of up to 5 million pesos for businesses without a credit history, to sustainable initiatives such as “Eco-credit”—a program that assists in replacing energy-efficient equipment billed directly through Federal Electricity Commission (CFE) utility statements. For established business entities, exporters, or companies in the tourism sector, development banks will offer commercial credit lines of up to 20 million pesos via Nafin and up to 30 million pesos (or its equivalent in U.S. dollars) through Bancomext. The official highlighted that under the current administration, 112,983 loans totaling over 314.32 billion pesos have been deployed, backed by training programs in business administration and foreign trade.
Vanguardia: Sheinbaum anuncia menos trámites para Pymes: así cambiarán SAT, IMSS y STPS
Expansión: Gobierno de México ofrece créditos de hasta 5 millones para Pymes, ¿quién puede pedirlos y para qué?
3. Strategy for energy self-sufficiency and Advancement published
The Ministry of Energy (SENER) published the Hydrocarbons Sector Development Plan in the Official Gazette of the Federation, a 15-year roadmap (2026–2039) designed to guide the exploration, refining, storage, and commercialization of energy resources in the country. The document sets the target of maintaining national liquid hydrocarbon production at 1.8 million barrels per day through 2039, elevating natural gas output to a peak of 6.658 billion cubic feet per day by 2038 to reduce high import reliance, and incorporating 7.292 billion barrels of crude oil into reserves. To achieve these goals and increase processing capacity across the National Refining System to 80%, the plan formalizes the “Mixed Development Assignments” framework, which will allow Petróleos Mexicanos (Pemex) to partner with the private sector under state stewardship, while bolstering intelligence operations against fuel smuggling and theft across 26 federal entities.
As part of the energy transition strategy and revenue diversification for Pemex, the project outlines a portfolio of new sustainable business lines that the state-owned company will gradually deploy in the coming years. This includes installing electric vehicle (EV) charging infrastructure across its network of service stations starting in 2026, developing photovoltaic solar farms for self-consumption, and commercially extracting lithium dissolved in oilfield brines with plans to begin operations by 2030. Additionally, the plan projects the production of sustainable aviation fuel (SAF) to cover 5% of national consumption by 2030, green hydrogen generation through electrolysis, the repurposing of decommissioned offshore platforms for wind power generation, and the deployment of systems to capture and recover natural gas from flaring and venting processes for electricity generation.
La Jornada: Gobierno prevé mantener producción petrolera en 1.8 millones de barriles diarios hasta 2039
El Financiero: Pemex ‘electrificará’ sus gasolineras y extraerá litio de salmuera petrolera… pero hasta 2030
4. National Artificial Intelligence Plan 2026 unveiled
The Digital Transformation and Telecommunications Agency (ATDT) presented the operational details of the National Artificial Intelligence Plan 2026, a strategy focused on consolidating state technological sovereignty and reducing reliance on foreign vendors through the development of proprietary infrastructure, specialized talent, and an ethical regulatory framework. The infrastructure cornerstone of the plan is the construction of the “Coatlicue” supercomputer at the National Polytechnic Institute (IPN Zacatenco)—a project requiring a public investment of 6 billion pesos that will serve the public sector, academia, and industry. This computing capacity is complemented by the integration of a sovereign data network backed by the modernization of the Aguascalientes Data Center (with an investment of $7 million) and the establishment of a second node in Tulancingo to safeguard strategic national information.
In the operational and institutional realm, the strategy structures the “AI Factory,” a core team of 100 specialists dedicated to designing public-interest technological solutions, such as the “24/7 One-Stop Shop” citizen assistant, the “Customs Traffic Light” for automated risk inspection, satellite imagery analysis, and audit systems targeting simulated invoicing. To support this digital ecosystem, the Public AI Training Center—backed by alliances with 14 global technology corporations—began free training for its inaugural cohorts, aiming to certify 90,000 students by 2030. The adoption of these systems will be governed by the “Chapultepec Principles,” a ten-point code establishing mandatory standards for human oversight in public decision-making, algorithmic transparency, and non-discrimination.
Animal Político: Sistema de detección en aduanas, análisis de imágenes satelitales y centros de datos: las propuestas del Plan Nacional de IA en México
Aristegui Noticias: México busca consolidar ‘soberanía tecnológica’ con Plan Nacional de Inteligencia Artificial
5. PISA test results challenge mexican educational model
Results from the 2025 Programme for International Student Assessment (PISA), administered by the Organisation for Economic Co-operation and Development (OECD), placed Mexico 64th out of 91 evaluated economies, recording scores of 388 points in mathematics, 408 in reading, and 414 in science. The report highlights that 41.8% of 15-year-old Mexican students demonstrate low performance simultaneously across all three domains: mathematics, reading comprehension, and science. However, the OECD technical report and industry analysts nuanced the data, noting that the results occurred amid a global decline in learning outcomes and following an expansion of Mexican educational coverage to historically marginalized populations. The report also underscored high technology adoption in the country, where 47% of students reported using artificial intelligence tools and chatbots for homework at least once a week.
Following the release of the report, President Claudia Sheinbaum defended the strength of the educational system and the validity of the “Nueva Escuela Mexicana” (New Mexican School) model, arguing that the country managed to preserve stability in science and mitigate losses in reading compared to steeper declines in other nations. This stance was echoed by OECD Director for Education and Skills, Andreas Schleicher, who acknowledged the inclusion of disadvantaged sectors without widening inequality gaps. In the legislative arena, however, the report sparked political confrontation: opposition floor leaders labeled the results an “educational tragedy” for positioning Mexico near the bottom of OECD rankings, whereas ruling coalition lawmakers maintained that while the pedagogical model succeeds in coverage, it requires strategic adjustments in preparing students for standardized assessments.
El Universal: Prueba PISA: ¿Qué es y cómo se aplica?; México queda en penúltimo lugar en lectura y ciencias tras evaluación
El Financiero: México ‘saca la cara’ en ciencias, según Sheinbaum: ¿Realmente mejoró en la prueba PISA? Esto dice la OCDE