Mexico faces potential fuel supply challenges following U.S. President Donald Trump’s endorsement of a proposal to limit diesel exports, a move aimed at combating soaring fuel prices in the United States. Such restrictions could significantly impact Mexico, which relies heavily on U.S. diesel imports, with over 40% of its diesel demand met by these supplies. In June 2026 alone, Mexico imported approximately 288,000 barrels per day of U.S. diesel.
To mitigate the risks associated with reduced diesel imports, Mexico has indicated that its domestic refining capabilities may help maintain fuel availability. The government is also continuing its fuel subsidies and price-support measures while exploring strategies to enhance domestic production and storage capacity.
The U.S. administration is currently assessing the feasibility of implementing either a full or partial diesel export ban. However, U.S. Energy Secretary Chris Wright has cautioned that such a broad ban could disrupt other fuel markets and potentially drive up prices.
For Mexico, a reduction in U.S. diesel supplies could lead to increased transportation and logistics costs. In response, the country may need to diversify its import sources and bolster its domestic refining capacity to lessen its dependence on U.S. fuel supplies.