Mexico is bracing for potential disruptions in its fuel supply as U.S. President Donald Trump supports a proposal to limit diesel exports amid rising fuel prices in the United States. This move could substantially affect Mexico, which relies significantly on diesel imports from the U.S. In June 2026, Mexico imported approximately 288,000 barrels per day, with U.S. supplies making up over 40% of the country’s diesel demand.
The Mexican government has acknowledged these concerns but expressed confidence in its domestic refining network to help maintain fuel supplies. Additionally, Mexico plans to continue its fuel subsidies and price-support measures while exploring options to bolster domestic production and storage capacity.
The U.S. administration is currently evaluating the feasibility of imposing either full or partial restrictions on diesel exports. However, U.S. Energy Secretary Chris Wright has cautioned that a comprehensive export ban could inadvertently lead to complications for other fuels and result in higher prices.
Should U.S. diesel supplies diminish, Mexico might face increased transportation and logistics costs. Consequently, the country may need to diversify its import sources and enhance its domestic refining capabilities to reduce its dependency on U.S. fuel imports.