World January 26, 2026

Mexico Halts Planned Crude Shipment to Cuba as U.S.-Cuba Tensions Rise

Petroleos Mexicanos removes mid-January cargo from schedule amid heightened U.S. pressure and Cuba's energy shortages

By Avery Klein
Mexico Halts Planned Crude Shipment to Cuba as U.S.-Cuba Tensions Rise

Mexico's state oil company has taken a scheduled crude oil cargo bound for Cuba off its calendar, with documents showing the shipment - due to load in mid-January and arrive before month-end - has been removed. The move comes amid intensifying pressure from the Trump administration on Cuba and follows public statements declaring an end to oil and money flows to the island. Mexican leadership had previously signaled continued humanitarian oil deliveries, while Cuba continues to suffer from persistent power outages and shortages of food and fuel.

Key Points

  • Petroleos Mexicanos removed a planned crude oil cargo to Cuba from its schedule; the shipment was due to load in mid-January and arrive before the end of the month - impacts the energy and shipping sectors.
  • U.S. political pressure on Cuba has intensified, underscored by a presidential post declaring a halt to oil and monetary flows to Cuba - impacts diplomatic and political risk considerations for regional energy deliveries.
  • Mexican leadership had signaled intent to continue oil deliveries as humanitarian aid amid Cuba's persistent power outages and shortages of food and fuel - affects the humanitarian and energy supply outlook.

Mexico's state-owned oil firm has canceled plans to deliver a crude shipment to Cuba, according to documents that indicate the cargo was removed from the company's schedule. The shipment had been planned to load in mid-January and was expected to reach Cuba before the end of the month.

The adjustment in Pemex's schedule arrives amid heightened tensions between Washington and Havana. In a post on Truth Social, President Donald Trump asserted:

"THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA - ZERO!"

That statement came a week after what was described in reports as the capture of Nicolas Maduro by US forces.

Prior to the president's declaration, Mexican President Claudia Sheinbaum had indicated that Mexico intended to continue supplying oil to Cuba under the rubric of humanitarian assistance. Cuba has been coping with chronic power outages as well as shortages of fuel and food, creating a context in which additional energy deliveries had been framed as humanitarian support.

The recently removed cargo had been slated to load in mid-January, with the arrival in Cuba scheduled before the month's close, but is no longer listed on the carrier's planned movements. The decision to drop the shipment from the schedule occurred as public pressure from the United States on Cuba increased, and after the U.S. president's public pronouncement to halt oil and monetary flows to the island.

Mexico's earlier position, as signaled by its president, suggested an intent to continue bilateral aid shipments to Cuba to address urgent shortages. The subsequent removal of the scheduled crude highlights the tension between Mexico's stated humanitarian intent and the evolving diplomatic and political pressures influencing energy shipments to Cuba.

Details in the available documents show the cargo was taken off the manifest, but they do not provide further information on whether alternative arrangements for Cuban fuel needs will be made or how long the cancellation will remain in effect. The broader situation includes ongoing electricity interruptions and scarcity of essential supplies within Cuba, circumstances that had framed Mexico's prior signals of continued aid.


Contextual note: The timeline and statements described reflect the contemporaneous public declarations and document indications related to the scheduled shipment and the diplomatic environment surrounding it.

Risks

  • Reduced or canceled shipments could exacerbate Cuba's ongoing power outages and shortages of fuel and food, increasing humanitarian pressures - primarily impacts Cuba's energy sector.
  • Political pressure from the United States may constrain Mexico's ability to proceed with planned energy deliveries, creating uncertainty for suppliers and carriers involved in regional crude shipments - impacts energy trade and shipping sectors.
  • Uncertainty remains over whether alternative arrangements will be made to address Cuba's shortages following the cancellation; the available documents do not clarify future plans or timelines - impacts energy supply planning and humanitarian logistics.

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