Is this a bankable Mexico BESS model?

No. The monitor is a weekly CENACE screening product (1 cycle/day). It does not include IRR, debt sizing, capacity payments, Clean Energy Certificates (CELs), or signed transmission constraints.

What does CDR mean in the report?

Congestion dependency ratio (CDR): the share of the gross 4h spread attributed to the congestion component in the optimal block. The report states whether congestion is supporting or working against the spread.

Mexico BESS Market Monitor

Updated 26 October 2026

By Ivan Ortiz Rafael & Claudio Alemany · Optimus Consulting · Week 44, 20–26 October 2026 · updated 26 October 2026

OPTIMUS publishes a weekly Mexico BESS market monitor for the SIN: up to four qualified nodes from our CENACE watchlist, hourly MDA PML and MTR PML, achievable 4h spreads, congestion diagnostics, and a screening decision (advance / watchlist / do not advance). Values are MXN-first; USD in parentheses uses 18.41 MXN/USD (Banxico FIX close used for display conversion in the pipeline; rate configured in the run of 26 October 2026).

Data cutoff: 2026-10-26 (America/Mexico_City). Analysis window: 21 days of CENACE SW-PML history ending on the cutoff. Catalog (NodoP, LDE corridor screen): 01PLO-115, 03CLN-230, 03FRN-115, 03GTO-115, 03LDE-230, 03SLW-115, 04AHO-115, 06GDL-115 (all probed with MDA data on 2026-10-25). Published nodes: four highest-ranked in this edition. Screening assumption: 1 cycle/day.

Summary

Leader 01PLO-115, BESS score 78/100. Achievable 4h spread 578.8 MXN/MWh (31.4 USD/MWh). Annualized 4h gross screening value 845.0 MXN/kW-year (45.9 USD/kW-year). CDR 14% — minor congestion effect on the spread. Decision: advance to detailed model at this screening threshold.

Congestion material hours use a common window across published nodes (up to 21 days). Six- and eight-hour figures in the full report are an upper-bound duration ceiling, outside the fixed achievable 4h window.

Qualified nodes (scorecard)

CENACE node	4h spread (MXN/MWh)	Annual 4h (MXN/kW-yr)	CDR	Screening decision
01PLO-115	578.8	845.0	14%	Advance to detailed model
03CLN-230	439.2	641.2	8%	Advance to detailed model
04AHO-115	447.4	653.2	−18%	Advance to detailed model
06GDL-115	442.3	645.7	1%	Advance to detailed model

Download the full report

Word report (charts and congestion section)
Markdown source (Spanish)
Prior edition: 2026-10-12 (Spanish)

What this is not

This monitor is market screening, not a bankable model. For a Mexico Report Case with project finance metrics, see the bankability assessment, the Mexico market page, project finance lenders, or contact us.

Questions

Is this a bankable Mexico BESS model?: No. The monitor is a weekly CENACE screening product (1 cycle/day). It does not include IRR, debt sizing, capacity payments, Clean Energy Certificates (CELs), or signed transmission constraints.
What does CDR mean in the report?: Congestion dependency ratio (CDR): the share of the gross 4h spread attributed to the congestion component in the optimal block. The report states whether congestion is supporting or working against the spread.