1. Background 

In the context of strengthening energy planning in Mexico, the Electricity Sector Law establishes a binding planning framework led by the Ministry of Energy (SENER) and recognizes clean energy as a key technology for the evolution of the National Electric System. 

Under this framework, national energy policy aims to reduce emissions, promote the sustainable use of energy resources, meet clean energy targets, strengthen the operational reliability of the electricity system, and advance energy justice, while maintaining the competitiveness of productive activities. In this context, SENER is responsible for medium and long-term energy planning, and for identifying strategic areas for sector development. 

In addition, Mexico has established in its Nationally Determined Contribution (NDC 3.0) targets for clean electricity generation of 38.5 percent by 2030 and 43.3 percent by 2035, as well as a commitment to move toward emissions neutrality by mid-century. Achieving these targets requires not only the incorporation of new technologies into the National Electric System but also the identification of productive development opportunities that strengthen national capabilities and generate strategic economic linkages. 

Within this context, offshore wind energy has been identified as a technology of strategic interest in the medium and long term. According to World Bank estimates, Mexico has approximately 869 GW of offshore wind technical potential, positioning the country with a significant opportunity in the region. However, harnessing this potential requires evaluating existing industrial capabilities, technological gaps, and the reconversion timelines necessary for national companies to participate in different segments of the value chain. 

To advance in this direction, it is necessary to develop a specific study that systematically analyzes the enabling conditions for the development of the offshore wind value chain in Mexico. The study will include the identification of national and international stakeholders currently participating in the onshore wind market or potentially interested in offshore wind, as well as a systematic analysis of their interest in participation, current capabilities, required process transformations, estimated adaptation timelines, and potential strategic partnerships. In addition, the study will assess Mexico’s comparative position relative to other countries in Latin America and the Caribbean, identify risks and costs of inaction, and propose strategic guidelines to support the development of a value chain roadmap. 

Within this framework, Iniciativa Climática de México (ICM) and the Institute for Development, Energy and Environment (IDEA), in coordination with SENER, are launching this specialized value chain consultancy. The consultancy will be developed based on the technical taxonomy previously defined under the technical component of the study, ensuring methodological consistency and traceability between both components. 

2. Objective of the Consultancy 

To develop a strategic diagnostic of industrial capabilities, key stakeholders, and positioning opportunities for Mexico within the offshore wind value chain, to generate inputs for the development of a value chain roadmap. 

3. Scope of Services 

 

1)Mapping and characterization of key national and international value chain actors 

Identify and characterize key stakeholders involved in the offshore wind value chain at both national and international levels, with particular focus on their potential participation in the development of the Mexican market. The analysis should consider, at minimum, the following categories: 

• Actors from the onshore wind sector and the oil and gas industry with potential for reconversion into offshore wind value chain segments.
• Manufacturing companies, intermediate goods suppliers, and specialized service providers with transferable or complementary capabilities.
• Technical institutions, research centers, industry associations, public entities, and international organizations relevant to the development of the national market.

As part of this component, a structured interview guide or questionnaire should be designed and applied to the identified stakeholders to gather information regarding their interest in participation, current capabilities, reconversion needs, estimated adaptation timelines, potential strategic partnerships, and main barriers to participation. 

The information obtained should be systematically analyzed to identify patterns, opportunities, gaps, and risks related to the development of the offshore wind value chain in Mexico. 

 

2) Assessment of industrial readiness in Latin America and the Caribbean 

Conduct a structured evaluation of the level of industrial readiness of countries in Latin America and the Caribbean to participate in the offshore wind value chain. The evaluation should consider at least the following aspects: 

• Level of manufacturing development by technical segment of the value chain.
• Associated logistics and infrastructure capabilities.
• Availability of specialized human capital.
• Access to financing and industrial support instruments.
• Existence of industrial, energy, or development policies that enable participation in this market.

The analysis should incorporate a strategic perspective for Mexico, highlighting comparative advantages, regional gaps, potential complementarities, and risks of competitive displacement as other countries in the region advance in offshore wind development. 

 

 

3) Identification of industrial capabilities in Mexico and reconversion potential 

Based on the technical taxonomy developed under the corresponding component of the study, evaluate existing industrial capabilities in Mexico that could participate in different segments of the offshore wind value chain. 

The analysis should include: 

• Existing industrial capabilities by segment.
• Level of technological maturity.
• Required reconversion or process transformation.
• Estimated adaptation timelines.
• Main technical, regulatory, and financial barriers.
• Existing or potential strategic partnerships.

This component should integrate the evidence derived from stakeholder mapping and the information collected through interviews. 

 

4) Analysis of opportunities for Mexico as a regional hub and preliminary value chain roadmap 

Develop a strategic analysis of Mexico’s potential to position itself as a regional hub in specific offshore wind value chain segments. The analysis should include: 

• Opportunities for Mexico to become a regional platform for manufacturing, services, or component integration.
• Potential levels of local content by segment.
• Qualitative scenarios for industrial participation.
• Costs and risks of inaction relative to regional competitors.
• Strategic recommendations to strengthen national capabilities and close existing gaps.
• A preliminary roadmap for offshore wind value chain development.

 

4. Expected Deliverables, Work Plan, and Timeline 

1) Validated questionnaire and structured interview analysis 
Identification of key national and international stakeholders and implementation of structured interviews, including questionnaire validation, interview systematization, and analysis of capabilities, participation interest, reconversion needs, adaptation timelines, and barriers. 
Delivery: June 2026 (instrument and progress) / October 2026 (final analysis) 

2) Comparative report on industrial readiness in Latin America and the Caribbean 
Structured evaluation of industrial readiness of countries in Latin America and the Caribbean to participate in the offshore wind value chain. 
Delivery: June 2026 (preliminary) / October 2026 (final) 

3) Diagnostic of industrial capabilities in Mexico and reconversion potential 
Analytical document on existing industrial capabilities in Mexico, technological maturity levels, reconversion needs, and barriers to participation in the value chain. 
Delivery: June 2026 (preliminary) / October 2026 (final) 

4) Strategic report on country opportunity and preliminary roadmap 
Strategic assessment of Mexico’s potential as a regional hub, including estimates of local content potential, analysis of the costs of inaction, participation scenarios, and a preliminary value chain roadmap. 
Delivery: August 2026 (preliminary) / October 2026 (final) 

The estimated duration of the consultancy is from March to October 2026. 

Preliminary submissions will be subject to technical review by IDEA and ICM, in coordination with the Ministry of Energy. Final versions must incorporate comments and requested revisions. 

5. Required Profile 

The interested individual or firm must demonstrate proven experience in value chain analysis, industrial development, sector competitiveness, and the formulation of strategic policy recommendations, preferably within the energy sector or industries related to manufacturing and technology. 

Preference will be given to candidates with: 

• At least seven years of experience in value chain analysis, industrial policy, productive development, or sector competitiveness studies.
• Proven experience in preparing strategic diagnostics for governments, multilateral organizations, cooperation agencies, or research institutions.
• Experience in energy sector analysis, preferably in renewable energy or industries related to advanced manufacturing, infrastructure, or global supply chains.
• Experience in identifying industrial capabilities, assessing technological gaps, and analyzing productive reconversion potential.
• Experience designing sector roadmaps, strategic plans, or policy recommendations aimed at strengthening national capabilities.
• Knowledge of the Mexican energy regulatory framework and sector planning instruments.
• Strong technical writing skills and the ability to communicate clearly with decision makers.

If the applicant is a consulting firm or team, the person responsible for the strategic industrial component must be clearly identified and must meet the minimum profile requirements. 

6. Contracting and Payment Terms 

 

The selected individual consultant or consulting firm will be contracted by the Instituto de Desarrollo, Energía y Ambiente (IDEA), under a professional services agreement. 

For contractual formalization and payment purposes, the following requirements will apply, as appropriate: 

Consultants with tax residence in Mexico 

Consultants must have a valid Federal Taxpayer Registration (RFC) in Mexico, submit a positive and valid Tax Compliance Certificate (Formato D32) issued by the Mexican Tax Administration Service (SAT) at the time of contracting, maintain a valid electronic signature (e.firma) throughout the duration of the contract, and issue digital tax invoices (CFDI) in accordance with the applicable Mexican tax regulations. 

Consultants with tax residence outside Mexico 

Consultants must comply with the applicable tax obligations in their country of residence, hold a bank account in their name in their country of residence, and issue an invoice or equivalent document that meets the administrative requirements necessary for processing in accordance with applicable Mexican fiscal guidelines. 

Payments will be made upon delivery, technical review, and formal validation of the products established in these Terms of Reference, according to the following schedule: 

30% of the total contract amount, upon delivery and approval of the progress corresponding to June 2026, including: 

• Validated questionnaire and progress in the systematization of interviews 

• Preliminary report on the industrial readiness assessment in Latin America and the Caribbean 

• Preliminary diagnostic of industrial capacities in Mexico 

70% of the total contract amount, upon delivery and approval of the final version of the products established in these Terms of Reference, including: 

• Final analysis of interviews with key stakeholders 

• Final regional assessment report for Latin America and the Caribbean 

• Final diagnostic of industrial capacities in Mexico 

• Strategic country opportunity report and preliminary roadmap proposal 

Payments will be subject to technical validation by IDEA and ICM, in coordination with the Ministry of Energy (SENER). 

Failure to meet the required technical quality, analytical depth, or methodological consistency of the deliverables may result in requests for revisions prior to final validation. 

Interested applicants must submit their technical and financial proposal in a single PDF file no later than March 25, 2026, to the following email addresses: 

ricardo.cruz@ideathinktank.org.mx 
pilar.valencia@ideathinktank.org.mx 
saknicte.martinez@ideathinktank.org.mx 

The email subject line must read: 

“Proposal Submission – Offshore Wind Value Chain Consultancy” 

The proposal must include: 

Technical and financial proposals in a single PDF file. 

A document demonstrating the tax registration of the consultant or consulting organization. For consultants with tax residence in Mexico, the Tax Identification Certificate (Cédula de Identificación Fiscal) must be submitted. For consultants with tax residence outside Mexico, the equivalent document issued by the tax authority in their country of residence must be submitted.