Factories have left Shenzhen for Monterrey. Some of them arrive to late substations. The wage is lower. A letter from CFE is not automatic.
CFE and the railroad finish the Mexican plant. The wage table does not.
Union Pacific and CPKC still move the cars. A border utility still has to say the building can run. Nuevo León has been living with that queue in public.
CFE has said in public that new load in the north is a queue. Auto parts plants in Ramos Arizpe already know the wait.
This is the same constraint as an Irish data hall or a German chemical works: a user that assumed the grid would keep up because the user was important. Grids queue.
Filings already argue about megawatts and siding lengths. The useful sentence is a named plant in Apodaca or Ramos Arizpe that has a live wire and a rail slot in the same year.
Groundbreakings will continue. Empty parking lots look finished from the road. The plant exists when CFE writes the letter and the railroad has a slot.
Tesla’s Mexican plans and the supplier parks in Guanajuato sit on the same wire and the same rail. A wage table that ignores CFE and CPKC has modelled a shell with a ribbon on it.
Wages made the move look simple. Power and rail decide whether the move works.
Cut the ribbon in Apodaca after the CFE interconnect is live and the rail slot on CPKC or Union Pacific exists.
Freight rail beside the substation.