Mexico is expressing concern over potential disruptions to its fuel supplies following U.S. President Donald Trump’s support for a proposal to limit diesel exports. The United States is considering this move as part of efforts to tackle record-high fuel prices domestically.
Mexico relies significantly on diesel imports from the U.S., with figures showing that in June 2026, the country imported approximately 288,000 barrels per day from its northern neighbor. This supply accounts for more than 40% of Mexico’s diesel demand, highlighting the potential impact of any restrictions on U.S. exports.
The Mexican government has indicated that its domestic refining capabilities could help sustain fuel supplies. It is also maintaining fuel subsidies and price-support measures while exploring options to boost domestic production and storage capacity to mitigate the effects of reduced imports.
The U.S. 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 broad export ban might lead to issues with other fuel supplies and further increase prices.
Should U.S. diesel supplies diminish, Mexico may face increased transportation and logistics costs. Consequently, the country might need to diversify its import sources and enhance its domestic refining capacity to decrease its reliance on U.S. fuel imports.