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Mexico weighs stopping oil shipments to Cuba amid concerns of Trump retaliation, sources say

  • January 24, 2026
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… Purchase Licensing Rights

The Mexican government is reviewing whether to keep sending oil to Cuba amid growing fears within President Claudia Sheinbaum’s administration that Mexico could face reprisals from the United States over the policy, which is a vital lifeline for the Communist-run Caribbean island, according to three sources familiar with the discussions.

A U.S. blockade of oil tankers in Venezuela in December and the dramatic capture of President Nicolas Maduro this month have halted Venezuelan oil shipments to Cuba, leaving Mexico as the single-largest supplier to the island that suffers from energy shortages and mass blackouts.

Mexico’s pivotal role in sending oil to Cuba has also put the U.S.’ southern neighbor in Washington’s crosshairs. President Donald Trump has stressed Cuba is “ready to fall” and said in a January 11 Truth Social post: “THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA – ZERO!”

Publicly, Sheinbaum has said Mexico will continue oil shipments to Cuba, saying they are based on longterm contracts and considered international aid. But the senior Mexican government sources said the policy is under internal review as anxiety grows within Sheinbaum’s cabinet that the shipments could antagonize Trump.

Mexico is trying to negotiate a review of the USMCA North American trade pact, while also persuading Washington it is doing enough to combat drug cartels and that U.S. military action against the groups on Mexican territory is neither welcome nor needed.

The government review of Cuban oil shipments has not been previously reported, and the sources requested anonymity to discuss the sensitive matter. It remains unclear what ultimate decision the Mexican government might take, with sources saying a complete halt, a reduction, and a continuation in full are all still on the table.

The Mexican presidency told Reuters the country “has always been in solidarity with the people of Cuba” and added that shipping oil to Cuba and a separate agreement to pay for the services of Cuban doctors “are sovereign decisions.” The Cuban government did not respond to a request for comment.

A White House official said: “As the President stated, Cuba is now failing on its own volition … there will be no more oil or money going to Cuba from Venezuela, and he strongly suggests Cuba makes a deal before it is too late.”

LAND ATTACKS ON CARTELS
In recent weeks, Trump has ratcheted up pressure on Mexico, saying the country is run by the cartels and that ground attacks against them could be imminent. Sheinbaum has repeatedly stressed that any unilateral U.S. military action in Mexican territory would be a grave breach of the country’s sovereignty.

“There is a growing fear that the United States could take unilateral action on our territory,” one of the sources added.

During a phone call last week, Trump questioned Sheinbaum about crude and fuel shipments to Cuba and the presence of thousands of Cuban doctors in Mexico, two of the sources said. Sheinbaum responded that the shipments are “humanitarian aid” and that the doctors deal “is in full compliance” with Mexican law, the sources familiar with the call said. They added Trump did not directly urge Mexico to halt the oil deliveries.

Source : https://www.reuters.com/business/energy/mexico-weighs-stopping-oil-shipments-cuba-amid-concerns-trump-retaliation-2026-01-23

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