Mexico is confronting potential challenges with its fuel supplies following U.S. President Donald Trump’s endorsement of a proposal to limit diesel exports, as Washington grapples with historically high fuel prices. This potential policy shift is significant for Mexico, which is heavily reliant on U.S. diesel imports. In June 2026, Mexico imported approximately 288,000 barrels of U.S. diesel per day, with these imports fulfilling more than 40% of the country’s diesel needs.
In response to these developments, Mexico has expressed confidence in its domestic refining capabilities to maintain fuel supplies. The Mexican government is also continuing to implement fuel subsidies and price-support measures as part of its strategy. Furthermore, officials are exploring options to enhance domestic production and increase storage capacity to mitigate potential supply disruptions.
The U.S. administration is evaluating the feasibility of implementing either a full or partial diesel export restriction. However, U.S. Energy Secretary Chris Wright has cautioned that a sweeping export ban might lead to complications for other fuel types and could drive prices higher.
Should the U.S. proceed with reducing diesel exports, Mexico may face increased transportation and logistics costs. In light of this possibility, Mexico might need to diversify its diesel import sources and bolster its domestic refining capacity to lessen its dependency on U.S. fuel supplies.