Bernardo Graf coverage in BNamericas: Actis sees investment opportunity in Mexico’s catch-up story

Bernardo explained how Actis is looking to deploy capital through buy-and-build, buyouts and contracted assets across Mexico, Chile, Brazil and Central America. He set out the case for Mexico specifically, pointing to an eight-year investment gap, rising demand from nearshoring, CFE’s new 25-year USD-indexed PPAs under the mixed scheme, and a wholesale market poised to double over the next five years.

Click here to read the full article online and read on below for a snippet of Bernardo’s commentary.

Bernardo Graf, Principal, Energy Infrastructure at Actis, commented:

“Mexico has a very strong story to tell. It is a market that has been severely under-invested for the past eight years and is now playing catch-up. We expect energy demand to continue to grow, driven by internal consumption and nearshoring.

“The private equity players who left are coming back now, but we stayed throughout the more challenging times. We have strong local relationships and we worked closely with the economy ministry and the CFE to consult and provide input to help design the different schemes for private investment.”