Mexico is grappling with potential fuel supply challenges following U.S. President Donald Trump’s endorsement of a proposal to limit diesel exports in an effort to tackle soaring fuel prices in the United States. This development is of particular concern to Mexico, which heavily depends on diesel imports from the U.S., accounting for over 40% of its diesel needs. In June 2026 alone, Mexico imported approximately 288,000 barrels per day of U.S. diesel.
Amidst these concerns, Mexico has indicated that its domestic refining infrastructure is capable of sustaining fuel supplies to some extent. The Mexican government is also continuing its fuel subsidies and price-support strategies while exploring options to bolster domestic production and enhance storage capacity to mitigate potential disruptions.
In the U.S., the administration is assessing the feasibility of either a full or partial restriction on diesel exports. However, U.S. Energy Secretary Chris Wright has cautioned that a comprehensive export ban could lead to complications with other fuel types and potentially drive up prices.
The prospect of reduced U.S. diesel supply poses a risk of increased transportation and logistics costs for Mexico. Consequently, the country might need to consider diversifying its diesel import sources and expanding its domestic refining capabilities to lessen its reliance on U.S. fuel imports.