Mexico is bracing for potential disruptions in its fuel supply chain following U.S. President Donald Trump’s endorsement of a proposal to limit diesel exports in an effort to mitigate soaring fuel prices in the United States. This proposed restriction could significantly affect Mexico, which is heavily dependent on diesel imports from its northern neighbor.
In June 2026, Mexico imported approximately 288,000 barrels per day of diesel from the U.S., accounting for over 40% of the country’s diesel demand. The reliance on American diesel makes the potential export ban particularly concerning for Mexico’s energy security.
To address these risks, the Mexican government is relying on its domestic refining capabilities to help sustain fuel supplies. In addition, Mexico continues to implement fuel subsidies and price-support measures while exploring ways to boost domestic production and expand storage capacity.
Meanwhile, the U.S. administration is evaluating the feasibility of a complete or partial diesel export restriction. U.S. Energy Secretary Chris Wright has cautioned that a comprehensive export ban could lead to complications for other fuel types and further drive up prices.
For Mexico, a reduction in U.S. diesel supplies could result in increased transportation and logistics costs. As a consequence, Mexico might need to diversify its import sources and enhance its domestic refining capacity to lessen its dependency on U.S. fuel supplies.