Mexico’s Fuel Crackdown Disrupts Imports: Risks for Buyers
Mexico’s intensified crackdown on illegal fuel trade is disrupting EN590 diesel and Jet A1 supply chains. Stricter licensing enforcement and a halt on U.S. fuel imports by truck are creating significant risks for petroleum buyers, tightening supplies and driving up costs.
Escalating Enforcement at Ports and Borders
Since March 2025, Mexico’s Security Ministry has seized over 18 million liters of diesel and hydrocarbons, including a 10-million-liter tanker in Tamaulipas, targeting shipments lacking Energy Regulatory Commission (CRE) import permits. These permits require detailed proof of fuel origin, tax compliance, and SGS certifications. Compounding the issue, Mexico has suspended U.S. fuel imports by truck at the Texas border since April 2025 to curb illegal sales. With 87% of U.S. energy exports to Mexico being petroleum products in 2023, this ban is stalling diesel and Jet A1 deliveries, leaving trucks stranded at ports like Veracruz and border crossings without a clear resumption timeline.
Why It Matters for Buyers
Mexico relies on U.S. imports for 60% of its fuel, and these disruptions are squeezing supply chains. Port seizures and the truck import ban could spike CIF prices in Rotterdam and other hubs as traders pivot to costlier suppliers. Fraud risks are also rising, with scammers exploiting market chaos—verify suppliers against Rotterdam’s FERM blacklist. Buyers face delays, higher costs, and potential losses if shipments lack proper documentation.
Action Steps for Buyers
- Ensure Compliance: Secure CRE-compliant import permits and SGS certifications from suppliers before contracting.
- Monitor Delays: Track port and border disruptions at Veracruz, Tamaulipas, and Texas to adjust procurement schedules.
- Hedge Costs: Lock in forward contracts to mitigate price spikes from supply constraints.
Stay proactive as Mexico’s enforcement reshapes fuel trade. Visit oilfuelgas.com for more market insights.