{"id":79936,"date":"2026-02-13T00:00:47","date_gmt":"2026-02-13T06:00:47","guid":{"rendered":"https:\/\/politicosaldesnudo.com.mx\/?p=79936"},"modified":"2026-02-13T00:30:43","modified_gmt":"2026-02-13T06:30:43","slug":"litio-del-discurso-soberanista-a-la-inviabilidad-economica","status":"publish","type":"post","link":"https:\/\/politicosaldesnudo.com.mx\/index.php\/2026\/02\/13\/litio-del-discurso-soberanista-a-la-inviabilidad-economica\/","title":{"rendered":"Litio: del discurso soberanista a la inviabilidad econ\u00f3mica"},"content":{"rendered":"

ALMA GRANDE<\/strong><\/span><\/p>\n

Por \u00c1ngel \u00c1lvaro Pe\u00f1a<\/strong><\/span><\/p>\n

Durante el sexenio de Andr\u00e9s Manuel L\u00f3pez Obrador, el litio fue presentado como un recurso estrat\u00e9gico para el futuro de M\u00e9xico. Se impuls\u00f3 la reforma a la Ley Minera para nacionalizarlo, estableciendo que su explotaci\u00f3n ser\u00eda propiedad exclusiva de la naci\u00f3n, y se cre\u00f3 la empresa estatal Litio para M\u00e9xico (LitioMx) con la promesa de administrar su exploraci\u00f3n y aprovechamiento en beneficio del pa\u00eds. El mensaje fue contundente: soberan\u00eda energ\u00e9tica y control del \u201cnuevo petr\u00f3leo\u201d.<\/span><\/p>\n

Sin embargo, la realidad t\u00e9cnica parece imponerse al discurso pol\u00edtico.<\/span><\/p>\n

La presidenta Claudia Sheinbaum Pardo reconoci\u00f3 en conferencia de prensa que, aunque se desarrollan tecnolog\u00edas, \u201choy no es econ\u00f3micamente viable\u201d la explotaci\u00f3n del litio en M\u00e9xico debido a los altos costos que implica su procesamiento.<\/span><\/p>\n

\u201cEl tema es que hoy no es econ\u00f3micamente viable, es muy caro. Entonces, siguen trabajando para poder desarrollar una tecnolog\u00eda que permita tener costos accesibles para su explotaci\u00f3n\u201d, afirm\u00f3.<\/span><\/p>\n

Sheinbaum explic\u00f3 que el principal reto es que el litio mexicano se encuentra en arcilla \u2014es decir, en barro\u2014 y no en las condiciones en que se explota en otros pa\u00edses. Separar el litio del barro implica procesos costosos que encarecen su producci\u00f3n. \u201cEntonces, para poder separar el barro del litio tiene su costo. Entonces, si es muy caro, pues entonces resulta m\u00e1s barato comprarlo fuera. Eso no quiere decir que no sigamos desarrollando para poderlo hacer\u201d, puntualiz\u00f3.<\/span><\/p>\n

Detall\u00f3 adem\u00e1s que se trabaja en coordinaci\u00f3n entre LitioMx, el Instituto Mexicano del Petr\u00f3leo (IMP) y la Secretar\u00eda de Energ\u00eda para desarrollar sistemas que permitan explotar el litio en arcilla, as\u00ed como en salmueras de pozos petroleros.<\/span><\/p>\n

El contraste pol\u00edtico es evidente. Fue L\u00f3pez Obrador quien promovi\u00f3 la nacionalizaci\u00f3n del litio y quien cre\u00f3 LitioMx como eje de esta estrategia, enfrentando incluso disputas internacionales relacionadas con concesiones otorgadas en administraciones anteriores. La narrativa del sexenio pasado posicion\u00f3 al litio como una palanca de desarrollo inmediato y un s\u00edmbolo de soberan\u00eda.<\/span><\/p>\n

Hoy, la propia presidenta reconoce que su explotaci\u00f3n no es rentable en las condiciones actuales.<\/span><\/p>\n

La discusi\u00f3n ya no es si el litio es estrat\u00e9gico \u2014lo es\u2014, sino si se dimension\u00f3 correctamente su viabilidad antes de convertirlo en bandera pol\u00edtica. Nacionalizar un recurso no garantiza que sea explotable en t\u00e9rminos econ\u00f3micos. Crear una empresa estatal no elimina los retos tecnol\u00f3gicos. Y prometer prosperidad inmediata sin resolver primero la ecuaci\u00f3n t\u00e9cnica puede generar expectativas que la realidad termina ajustando.<\/span><\/p>\n

El litio mexicano sigue siendo una apuesta a futuro. Pero la declaraci\u00f3n presidencial confirma que, por ahora, el entusiasmo pol\u00edtico choca con los n\u00fameros. El problema no es que el litio enfrente retos t\u00e9cnicos \u2014eso era previsible\u2014, sino que se haya construido una narrativa triunfalista sin sustento econ\u00f3mico s\u00f3lido. Andr\u00e9s Manuel L\u00f3pez Obrador convirti\u00f3 el litio en estandarte pol\u00edtico, habl\u00f3 de soberan\u00eda y de riqueza nacional, pero hoy su propia sucesora reconoce que explotarlo es demasiado caro y que, en t\u00e9rminos pr\u00e1cticos, resulta m\u00e1s barato comprarlo en el extranjero. La distancia entre el discurso y la viabilidad financiera deja en evidencia que la decisi\u00f3n fue m\u00e1s ideol\u00f3gica que estrat\u00e9gica.<\/span><\/p>\n

Nacionalizar sin tener la tecnolog\u00eda ni el modelo de negocio resuelto fue, cuando menos, una apuesta irresponsable. Crear LitioMx sin garantizar condiciones de rentabilidad convirti\u00f3 la promesa en s\u00edmbolo, pero no en industria. Hoy la realidad desmonta el relato: el litio no era el \u201cnuevo petr\u00f3leo\u201d listo para detonar desarrollo inmediato, sino un proyecto inmaduro utilizado pol\u00edticamente.<\/span><\/p>\n

PEGA Y CORRE:<\/strong> Durante los gobiernos de Felipe Calder\u00f3n y Enrique Pe\u00f1a Nieto se otorgaron concesiones mineras que inclu\u00edan la exploraci\u00f3n de litio, principalmente a empresas privadas, tanto nacionales como extranjeras. En esos sexenios, el litio no fue considerado un recurso estrat\u00e9gico del Estado ni se impuls\u00f3 su nacionalizaci\u00f3n; operaba bajo el r\u00e9gimen minero tradicional.<\/span><\/p>\n

Es decir, Calder\u00f3n y Pe\u00f1a Nieto est\u00e1n vinculados al tema en el sentido de que, durante sus administraciones, se entregaron concesiones que despu\u00e9s fueron cuestionadas y revisadas en el sexenio de L\u00f3pez Obrador. Solo eso; lo dem\u00e1s est\u00e1 de m\u00e1s. Esta columna se publica los lunes, mi\u00e9rcoles y viernes.<\/span><\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

ALMA GRANDE Por \u00c1ngel \u00c1lvaro Pe\u00f1a Durante el sexenio de Andr\u00e9s Manuel L\u00f3pez Obrador, el litio fue presentado como un […]<\/p>\n","protected":false},"author":4,"featured_media":79937,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[26],"tags":[],"class_list":["post-79936","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-columnistas"],"yoast_head":"\nLitio: del discurso soberanista a la inviabilidad econ\u00f3mica - 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