N ew model for strategic infrastructure investment in Mexico: implications and opportunities under the new Law for the Promotion of Investment in Strategic Infrastructure for Development with Social Benefits

Structural pressures on public spending in Mexico have revealed a persistent deficit in government investment allocated to infrastructure — a gap that contrasts notably with the growing appetite of the private sector, both domestic and international, to deploy capital in projects of this nature. In direct response to this convergence between public need and private […]

Structural pressures on public spending in Mexico have revealed a persistent deficit in government investment allocated to infrastructure — a gap that contrasts notably with the growing appetite of the private sector, both domestic and international, to deploy capital in projects of this nature.

In direct response to this convergence between public need and private capital availability, on April 9, 2026, the Law for the Promotion of Investment in Strategic Infrastructure for Development with Social Benefits (Ley para el Fomento de la Inversión en Infraestructura Estratégica para el Desarrollo con Bienestar; LFIIE”) was enacted, a legal framework that substantially reconfigures the legal and institutional architecture for the development of strategic infrastructure projects. The LFIIE is enacted alongside a surgical reform to the Federal Budget and Fiscal Responsibility Law (Ley Federal de Presupuesto y Responsabilidad Hacendaria; “LFPRH”), aimed at making long-term fiscal discipline mechanisms more flexible and catalyzing the accelerated mobilization of investments through coordinated action among the public, private, and social sectors.

For the 2026–2030 period, the Federal Executive has projected strategic infrastructure investment of approximately USD$315 billion, offering concrete opportunities in high-impact sectors for investors, developers, operators, and financial institutions —particularly energy, transportation, and connectivity— with the potential for stable returns and institutional support.

The enclosed note hereto summarizes the fundamental aspects of the LFIIE and the amendments to the LFPRH, as well as their practical implications for the various participants in the sector, particularly:

  • The legal framework for implementing the Infrastructure Investment Plan for Development with Social Benefits 2026-2030.
  • The new Mixed Participation Schemes for public-private-social collaboration in strategic infrastructure.
  • The sequential procedure before the Strategic Planning Board for project approval.
  • The creation of Special Purpose Vehicles as an instrument for channeling resources, assets, and cash flows for financing purposes, including the capital markets.
  • The support mechanisms by the Federal Government in the form of assistance and incentives, including the Federal Government guarantee, development banking, and multilateral organizations.
  • The regulation of the Strategic Investment Contract as the legal instrument through which the Mixed Participation Schemes will be implemented.
  • The budgetary control rules and bankability considerations for the development of strategic infrastructure projects