The Mexican government has suspended U.S. fuel imports by truck as part of a sweeping crackdown on illegal fuel trading, according to sources familiar with the matter. Gasoline and diesel shipments originating from the U.S. Gulf Coast are being blocked at the Texas-Mexico border while authorities review import permits and tighten inspections. Rail and maritime fuel deliveries remain unaffected.
Mexico, the largest buyer of U.S. fuel, imported around 35.66 million barrels per day in January, based on U.S. Energy Information Administration data. Although Mexico produces crude oil, its reliance on U.S. fuel stems from the inefficiency of Pemex in refining its heavy Maya crude.
The halt comes after increasing concerns over fuel smuggling, a problem that has plagued the lucrative cross-border fuel trade. In 2023, Mexico implemented a decree to curb illicit fuel imports. Recent enforcement actions include the seizure of a vessel carrying 10 million liters of diesel and nearly 200 containers and vehicles in Tamaulipas, announced by Mexican Security Minister Omar Garcia Harfuch on March 31. Days earlier, federal authorities confiscated 8 million liters of hydrocarbons and transport equipment in Baja California.
Neither the Mexican government nor Pemex commented on the import freeze. Sources noted that no timeline has been given for resuming truck shipments.
The tightening of cross-border scrutiny aligns with broader border security efforts. The U.S. government, under President Donald Trump, recently allocated nearly 110,000 acres of federal land to the U.S. Army to support anti-immigration and anti-smuggling initiatives.
This clampdown could disrupt regional fuel supply chains and affect businesses relying on ground transportation for energy imports, with potential economic and logistical implications on both sides of the border.