The Comisión Federal de Electricidad (CFE) projects that electricity service disconnections for non-payment will grow 16.6% by 2030, rising from 9 million 596 thousand 452 in 2026 to 11 million 185 thousand 635 at the close of the period, according to its Plan de Sostenibilidad 2026-2030, as reported by El Financiero on October 24, 2026.
The plan, approved by the Consejo de Administración on June 29 and published on October 14, 2026, contains 48 goals and 107 lines of action drawn from a double materiality analysis with 14 priority topics, according to Forbes México. The CFE bulletin places affordability within the institutional strengthening axis under the concept of accessible and affordable energy, and the company's analysis identifies the cost of electricity, dependence on subsidies and disconnections for non-payment as risks to household well-being. For Mexico the figure matters because it touches household spending: the document estimates that electricity will represent 1.96% of household budgets in 2026 and 1.95% in 2028 and 2030.
The intermediate trajectory contemplates 10 million 360 thousand 618 disconnections in 2028, an increase of one million 589 thousand 183 events compared with 2026. The CFE specifies that these are disconnections and not affected households, because the same user can register more than one cut. In parallel, the company led by Emilia Esther Calleja Alor sets as a benchmark restoring service within up to 30 days in 73% of cases in 2026, 74% in 2028 and 75% in 2030, and expects to raise national electricity coverage from 99.88% in 2026 to 99.99% in 2028, a level it aims to maintain at the close of the six-year term. Restoration occurs once the user pays the arrears and, where applicable, the reconnection fee, in accordance with the company's 2025 annual report.
The next checkpoint is 2028, with 10 million 360 thousand 618 disconnections projected and coverage of 99.99%. The path toward 2030 places the affordability of the service as the indicator to watch, both in household spending and in the operation of the public company.
This article was written with the assistance of artificial intelligence from verified sources and reviewed by a human editor before publication.