Recently, President Claudia Sheinbaum announced an infrastructure plan that includes mixed investments from both public and private sectors, a promising development given Mexico's urgent infrastructure requirements. The government's limited fiscal space underscores the necessity for collaboration with private entities to enhance the country's infrastructure, which has long been regarded as inadequate to meet both current and future demands.

Moreover, with Mexico potentially facing a lower level of protectionism than many other countries in exports to the United States, it becomes critical for the country to capitalize on this opportunity by investing heavily in infrastructure that would improve reliability in electricity supply and enhance export routes, including ports, highways, and railroads. Such investments could position Mexico as an attractive destination for foreign investors looking to take advantage of favorable trade conditions and geographical proximity to the U.S. market.

However, the challenges are significant. Mexico currently ranks mid-low on the World Bank’s Logistics Performance Index, sitting at 66 out of 139 countries, indicating a pressing need for improvement. Successfully executing this infrastructure plan will require not only financial investments but also careful planning, coordination among various stakeholders, and effective management to ensure that such mixed investments translate into tangible benefits for the economy and society at large.