Esentia's Pipeline Expansion Fuels Mexico's Industrial Boom and U.S. Energy Trade
Esentia Energy Systems is expanding its natural gas pipeline network to meet rising demand in Mexico. The move comes as industrial growth in central Mexico accelerates, driven by nearshoring and data centre development. The company's infrastructure plays a key role in supporting both U.S. energy exports and Mexico's economic expansion.
Esentia operates the only pipeline transporting Permian Basin natural gas to central and western Mexico. Its system is the largest privately held interconnected gas network in the country, stretching from West Texas' Waha hub to Mexico's industrial centres. This control over the entire corridor gives Esentia a pricing advantage for delivering low-cost fuel.
The expansion will increase drilling and development for U.S. energy producers, boosting trade between the two countries by an estimated $10 billion over 20 years. Mexico's industrial boom—particularly in the Bajío region—relies on affordable, reliable energy. Between 2023 and 2024, the region's industrial real estate supply grew by an average of 7.2% annually, with data centres driving much of the demand.
Mexico has become the top destination for U.S. industrial nearshoring, partly due to supply chain shifts away from China. Esentia's pipeline network aligns with priorities for both governments, supporting energy security and economic development. The system is now considered critical infrastructure for Mexico's continued growth.
The expansion will strengthen Esentia's position as a key energy provider for Mexico's industrial sector. Increased natural gas supply is expected to support mining, manufacturing, and data centre operations. Over the next two decades, the project will also deepen energy trade ties between the U.S. and Mexico.
