Mexico is expressing concern over its fuel supply stability as U.S. President Donald Trump supports a proposal to limit diesel exports from the United States, a measure aimed at addressing record-high fuel prices domestically. This potential restriction poses a significant risk to Mexico, which heavily depends on U.S. diesel imports to meet its energy needs.
In June 2026, Mexico imported approximately 288,000 barrels of diesel per day from the U.S., with American diesel satisfying over 40% of Mexico’s diesel demand. Recognizing the potential challenges posed by a decrease in U.S. diesel supply, the Mexican government is emphasizing its domestic refining capabilities as a buffer to maintain fuel availability.
Additionally, Mexico continues to implement fuel subsidies and price-support initiatives while exploring strategies to enhance its domestic production and storage capacities. These measures are part of a broader effort to mitigate the impact of potential U.S. export restrictions.
The U.S. administration is currently evaluating the feasibility of a full or partial diesel export ban. However, U.S. Energy Secretary Chris Wright has cautioned that such a move could inadvertently lead to complications for other fuel types and potentially drive up prices further.
Facing the possibility of reduced U.S. diesel supplies, Mexico may have to contend with increased transportation and logistics costs. Consequently, the country might look to diversify its import sources and bolster its refining infrastructure to lessen its reliance on U.S. fuel imports.