Mexico is facing potential fuel supply disruptions as President Donald Trump supports a proposal to limit or ban diesel exports from the United States, amidst escalating energy prices. This decision could severely impact Mexico, which depends on the U.S. for over 40% of its diesel needs.
In June 2026, Mexico imported approximately 288,000 barrels of diesel daily from the U.S., according to energy data. Experts warn that interruptions in these supplies might compel Mexico to seek diesel from further international markets, thereby raising transportation costs and exerting pressure on fuel prices, inflation, and crucial industries.
Diesel plays a vital role in Mexico’s economy, being extensively used in transportation, agriculture, and mining. The U.S. is also experiencing a spike in diesel prices, driven by disruptions in global energy supplies due to conflicts in the Middle East and Ukraine.
Mexican President Claudia Sheinbaum has reassured that domestic production is sufficient and the government remains committed to supporting diesel prices. The country’s refinery network, including the Dos Bocas refinery, contributes to this domestic output. Additionally, Mexico maintains fuel subsidies and a price agreement with retailers to mitigate rising international costs through tax measures and government assistance.
Energy experts suggest that Mexico should prepare for potential supply disruptions by diversifying its diesel import sources, boosting domestic refining capabilities, and enhancing fuel storage capacity. As uncertainty looms over U.S. energy policy, Mexico is looking to decrease its dependency on its largest diesel supplier to safeguard its energy security.