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Mexico Reconsiders Cuba Oil Shipments as U.S. Weighs Naval Blockade

Mexico faces potential U.S. retaliation for supplying fuel that now underpins Cuba's strained energy system.

The Liberian-flagged oil tanker Ocean Mariner sails through Havana Bay after departing Mexico’s state-owned oil company Pemex terminal in Coatzacoalcos, Veracruz, to deliver refined fuel for Cuba, as Mexico emerges as key supplier to the island amid recent events in Venezuela, in Havana, Cuba, January 9, 2026. REUTERS/Norlys Perez/File Photo
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Overview

  • Mexico is reviewing whether to keep sending oil to Cuba, with options from a full halt to continued deliveries, according to Reuters sources.
  • The Trump administration is considering a naval blockade to stop all Cuban oil imports, though no decision has been made, Politico reported.
  • President Trump stated on Jan. 11 that there would be “no more oil or money” going to Cuba, and a White House official urged Havana to reach a deal.
  • Venezuelan shipments to Cuba have stopped after U.S. actions, making Mexico the main supplier, with Pemex reporting roughly 17,200 bpd of crude and 2,000 bpd of refined products last year.
  • Mexican officials warn that cutting supplies could deepen a humanitarian crisis and spur migration, even as they weigh possible U.S. reprisals, reported U.S. reconnaissance over tanker routes, and the implications for USMCA talks and anti-cartel cooperation.