Active Rate
—MXN/kWh
—
Est. Monthly Savings
—k MXN
vs CFE reference tariff
YTD Consumption
—GWh
YTD consumption
Contract Expires
—
—
Rate Comparison
Jul 2025 – Jun 2026 · MXN/kWh
Sentinel rate
CFE GDMTH
Market Intelligence
Spot prices fall 8% in northern zone
CENACE forecasts continued softness through Q3 driven by new solar capacity.
GDMTH tariff revision — Q2 2026
CFE raised GDMTH base 2.11 MXN/kWh; your contract spread widens.
Benchmark report — May 2026
Your rate performed 13.7% below GDMTH. Full analysis in Documents.
Recent Documents
Latest reports and analyses
Benchmark — May 2026
Monthly Report
Analysis Q1 2026
Analysis
PPA Term Sheet Draft
Contract
GDMTH Comparison Apr 2026
Analysis
Market Intelligence
Curated energy market updates from your advisory team
Jun 5
2026
2026
MEM spot prices fall 8% in northern zone
CENACE forecasts continued softness through Q3 driven by new solar capacity coming online. This is positive for any MEM-indexed portion of your contract and may create a renewal opportunity for Q4 negotiation.
Jun 1
2026
2026
Monthly benchmark — May 2026
Your contract delivered 1.82 MXN/kWh against CFE GDMTH at 2.11, a 13.7% spread. Estimated savings for the month: $847,200 MXN. Cumulative YTD savings stand at $4.12M MXN.
May 28
2026
2026
CFE GDMTH tariff revision — Q2 2026
CFE published the revised GDMTH base at 2.11 MXN/kWh for Q2 2026, representing a 1.4% increase from Q1. Your fixed-rate PPA remains unaffected, widening your cost advantage.
May 12
2026
2026
Solar PPA origination — 2028 vintage opportunities
Several 15-year solar PPAs in Sonora and Chihuahua are being marketed for 2028 delivery at indicative prices of 1.65–1.72 MXN/kWh. We recommend beginning a new-term analysis before July.
Apr 30
2026
2026
CENACE grid alert — transmission constraint, northwest corridor
A recurring constraint in the Sonora–Sinaloa corridor may affect dispatch of your contracted plant in peak summer hours. Your advisor is monitoring; no financial impact expected under current contract terms.
Apr 15
2026
2026
Q1 2026 full benchmark analysis
Comprehensive benchmark for Q1: average rate 1.81 MXN/kWh vs CFE 2.09 average. Total Q1 savings: $2.34M MXN. Load factor improved 4pp from Q4 2025. Full 28-page report available in Documents.
My Contract
Active PPA terms and counterparty details
CONTRACT ID · —
Power Purchase Agreement
—
Active
Counterparty
—
Operator · Sonora portfolio
Annual Volume
— ±10%
Take-or-pay minimum: 117 GWh
Base Price
— MXN/kWh
Fixed · 70% of volume
Price Escalation
CPI – 1.2%
Annual, applied Jan 1
MEM-indexed portion
30%
Settled at CENACE MEM monthly avg.
Billed — May 2026
24.7 GWh
Invoice due Jun 20, 2026
18 mo.
remaining
Renewal discussion Q4 2026
—
Documents
Reports, contracts, permits and analyses
Name
Type
Date
Size
Benchmark Report — May 2026
Report
Jun 1, 2026
1.2 MB
Benchmark Report — April 2026
Report
May 3, 2026
1.1 MB
Full Benchmark Analysis — Q1 2026
Analysis
Apr 15, 2026
2.8 MB
GDMTH Comparison — April 2026
Analysis
Apr 28, 2026
980 KB
PPA Solar Noroeste — Signed Contract
Contract
Jan 1, 2025
4.2 MB
CENACE Qualified User Permit
Permit
Nov 15, 2024
892 KB
Initial Load & Baseline Analysis
Analysis
Oct 5, 2024
1.6 MB
Support
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Your advisor: Jorge Luis Espinoza
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