Mexico is expressing concern over its fuel supply stability following U.S. President Donald Trump’s support for a potential restriction on diesel exports. This proposal, aimed at addressing soaring fuel prices in the United States, could significantly impact Mexico, which heavily depends on American diesel imports.
In June 2026, Mexico imported approximately 288,000 barrels per day of U.S. diesel, with these imports constituting over 40% of its national diesel demand. The possibility of reduced U.S. diesel exports has raised alarms in Mexico, prompting the government to explore alternatives to maintain fuel supply.
To mitigate potential supply disruptions, Mexico is relying on its domestic refining capabilities to sustain fuel availability. The government is also implementing fuel subsidies and price-support measures while considering strategies to enhance domestic production and storage capacity.
The U.S. administration is currently evaluating the feasibility of imposing a complete or partial restriction on diesel exports. However, U.S. Energy Secretary Chris Wright has cautioned that a broad ban on exports might trigger issues for other fuel types and potentially lead to increased prices.
With the looming threat of decreased U.S. diesel imports, Mexico faces the possibility of heightened transportation and logistics costs. This situation may necessitate a diversification of fuel import sources and an expansion of domestic refining capacity to reduce reliance on U.S. diesel supplies.