In his appearance before the Energy Commissionwithin the framework of the analysis of the First Government Report, the energy department, Luz Elena González Escobarassured that the new energy model of our country works, because it has returned the public character to the two most important companies in the State:
Mexican Petroleum (Pemex) and the Federal Electricity Commission (CFE), after decades of neoliberal governments that weakened them.
Previously, the president of the Senate of the Republic, Laura Itzel Castillo Juárez, highlighted that one of the main purposes of the transformation has been the strengthening of the State’s public companies, Pemex and the CFE Commission, with the brakes of the privatization policy that sought to eliminate them.
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He recalled that since Senate Chamber has been supported energy policy of President Claudia Sheinbaum Pardo, with the approval of the constitutional reform regarding strategic areas and companies, as well as the package of secondary laws that guarantee security, energy sovereigntyjustice and social welfare.
This legal framework, he stated, is the basis of a strong, reliable and sustainable energy sector, and places Pemex and the CFE as a lever for the development of our nation.
Castillo Juárez said that The commitment of legislators is to continue with the construction of a constitutional state of well-being that guarantees access to electrical energy even in the most remote places.. “Today, fortunately, energy is no longer a commodity,” he said.
For her part, the president of the Energy Commission, Beatriz Robles Gutiérrez, indicated that this appearance is part of an energy renaissance in Mexico, which has forged its history in the light of oil and electricity, since nationalization in 1938, when we understood that energy is not a commodity, but rather sovereignty, identity and national destiny.
He stated that today the Fourth Transformation continues that legacy and projects it into the 21st century, through energy sovereignty with social justice and sustainable vision. “It is not only about producing energy, but about guaranteeing that every kilowatt and every barrel serves to strengthen national independence and the well-being of the people,” he commented.
In that sense, he highlighted that this year firm steps have been taken towards that goal from the CFE, which has regained ground as the backbone of the Mexican electricity system, by generate more than 72 percent of national consumption and has achieved historic income of more than 339 billion pesos in the first half of 2025.
Regarding Pemex, he said that it keeps the flame of energy nationalism alive and is demonstrated by the production of liquid hydrocarbons that averages 1.63 million barrels per day and the extraction of natural gas that grows at a sustained rate. In addition, the financial effort has allowed a 30 percent increase in the operational health of the sector, compared to 2025.
After submitting the legal protest, Luz Elena González Escobar pointed out that previous governments indiscriminately opened strategic sectors, weakened the stewardship of the State and fragmented productive chains.; The CFE was marginalized and its key decisions were left in the hands of the market, and In the case of Pemex, it was dismembered into more than 90 subsidiaries.
Energy control
For this reason, he stressed, from the first day the government led by President Claudia Sheinbaum focused on launching a new energy model with a long-term horizon, which returned control of energy to the State and strengthened its public companies.
He explained that with the new energy model, the CFE recovered its public character and role as guarantor of universal access, by injecting at least 54 percent of the national energy and ensuring transmission and distribution. In addition, there are goals to advance at least 35 percent of clean energy by 2030, with a plan that includes 51 public projects with photovoltaic, wind, and solar thermal technologies.
He said that, although the State makes significant efforts and coordinates the actions of the sector, private participation is also very important, and the current model establishes clear figures of private participation, but with order. He also highlighted that the wholesale electricity market remains the same and there are long-term projects with mixed participation.
Regarding transmission, he explained that The CFE concluded 16 strategic projects in the national network, and in terms of distribution, between October 2024 and August 2025, more than 4 billion pesos were invested in 16 new substations and in the expansion of 41. With all this, he added, the country’s total installed capacity is more than 90 thousand megawatts, which is 24 percent more than in 2018..
On the other hand, about Pemex recognized that it also recovered its public character after decades of neoliberal policies that fragmented its operation, reduced investment and turned it into the most indebted oil company in the world.
He highlighted that since 2019 a sustained process of institutional and financial recovery began. By the third quarter of 2025, he added, a 90 percent loss reduction has been achieved and savings of more than 20 billion pesos have been achieved, thanks to austerity and spending containment policies.
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Furthermore, he spoke of Strategic Plan for Pemex 2025-2035, which has two axes, the financial one, which included the placement of bonds for 12 billion dollars, payment to suppliers for 300 billion pesos and the improvement in the credit rating with Fitch, Moody’s and S&P, which makes it clear that the path we have taken is one of sustainability.
Regarding productive recovery and self-sufficiency, he mentioned that work is being done on exploration and production, with 24 wells drilled, 400 million barrels in reserves and mixed development projects. In terms of refining, the National Refining System was rehabilitated, which increased crude oil processing by 44 percent, and thanks to this the production of gasoline, diesel and jet fuel grew 40 percent, reaching 649 thousand barrels per day as of August.