2025 Mexico Light Petroleum Oils (HS 271019) Export: Market Shift

Key Takeaways

Light petroleum oils, classified under HS Code 271019 (Petroleum oils and oils obtained from bituminous minerals; other than crude; light oils and preparations), exhibited high volatility from January to October 2025.

• Market Pulse: Volumes surged 25% early in the year before collapsing 57% by October, with unit prices peaking at $0.61/kg in May before a steep decline.
• Structural Shift: Mexico Light petroleum oils Export reliance on the U.S. (58% of value) creates acute exposure to demand shifts, with minimal diversification from secondary markets like Cuba.
• Product Logic: HS Code 271019 trade data confirms a bulk commodity structure, with 97% of exports priced below $0.45/kg and no meaningful quality premiums.

This overview covers the period from January to October 2025 and is based on verified customs data from the yTrade database.

Mexico Light Petroleum Oils (HS Code 271019) Key Metrics Trend

Market Trend Summary

The Mexico Light petroleum oils export trend from January to October 2025 showed strong early-year performance followed by a sharp mid-year correction and a steep Q4 contraction. Volumes surged 25% from January to April, peaking at 3.11B kg, while May delivered a record unit price of $0.61/kg despite lower volumes. The trend reversed dramatically from June onward, with October volumes collapsing 57% month-on-month to just 929M kg—the lowest point in the observed period.

Drivers & Industry Context

The April 2025 implementation of mandatory automatic export notifications for HS 271019 [yTrade] likely contributed to the May price spike as exporters rushed shipments ahead of the July enforcement date. The subsequent volume contraction aligns with typical adjustment periods following new regulatory compliance burdens. The maintained tariff-free access under Mexico's Anti-Inflation Decree (USDA) provided no offsetting boost, suggesting the notification requirement disproportionately impacted operational flexibility. The hs code 271019 value consequently fell 60% from May's $1.49B peak to $377M by October, reflecting both regulatory friction and potential demand softening in key markets like the U.S.

Table: Mexico Light Petroleum Oils Export Trend (Source: yTrade)

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Mexico HS Code 271019 Export Breakdown

Market Composition & Top Categories

The dominant category for Mexico's HS Code 271019 export is the main sub-code 271019, accounting for 29% of total volume and 28% of export value through the first ten months of 2025. According to yTrade data, the remaining trade consists of specialized petroleum oil grades, with the top four sub-codes collectively representing 98% of total export weight. This Mexico HS Code 271019 export structure shows overwhelming concentration in bulk petroleum oil shipments.

Value Chain & Strategic Insights

Unit prices range narrowly from $0.31 to $0.96 per kilogram, confirming this as a pure commodity market where price dominates over specialization. The HS Code 271019 breakdown reveals minimal value-add differentiation, with 97% of exports priced below $0.45/kg. This trade structure indicates high volume sensitivity to global oil price fluctuations rather than quality premiums.

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Mexico Light Petroleum Oils Destination Countries

Geographic Concentration & Market Risk

Mexico's Light petroleum oils exports from Jan to Oct 2025 are overwhelmingly concentrated in the United States, which accounts for 57.96% of the total export value and 58.64% of the weight. This heavy reliance on a single market creates significant exposure to shifts in US energy policy or economic conditions. The next largest destinations, Mexico and Cuba, represent a combined 35.78% of value, but this does little to mitigate the overarching dependence on its northern neighbor.

Purchasing Behavior & Demand Segmentation

The US market demonstrates classic commodity behavior, with its value and weight ratios nearly identical, indicating bulk shipments priced at standard market rates. This points to price-sensitive industrial stockpiling and refining demand, not premium product flows. The market offers volume scale, not margin potential. In contrast, Cuba shows a slight premium signal, with its 4.20% value share exceeding its 1.64% weight share, suggesting some demand for higher-value specifications amidst otherwise bulk-driven trade partners for Light petroleum oils.

Table: Mexico Light Petroleum Oils (HS Code 271019) Top Destination Countries (Source: yTrade)

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Mexico Light Petroleum Oils Buyer Companies Analysis

Buyer Concentration & Market Structure

According to yTrade data, Mexico Light petroleum oils buyers are overwhelmingly dominated by a core group of loyal, high-volume partners. This segment accounts for 99.38% of the market's total value and 74.92% of all purchase events, indicating deeply embedded, contract-based supply chains. Representative companies like KLUBER LUBRICATION and LUBRIOR COLOMBIA operate as key accounts, driving consistent demand.

Purchasing Behavior & Sales Strategy

The extreme concentration within these high-volume repeaters creates significant client dependency risk; losing even one major account would heavily impact revenue. Sellers should prioritize relationship management and long-term contract security to protect this stable revenue base. The extended tariff-free access confirmed by the [USDA] supports predictable cross-border logistics, reinforcing the value of locking in reliable HS Code 271019 buyer partnerships throughout the first three quarters of 2025.

Table: Mexico Light Petroleum Oils (HS Code 271019) Top Buyers List (Source: yTrade)

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Action Plan for Light Petroleum Oils Market Operation and Expansion

• Lock in contracts: Secure long-term agreements with key U.S. buyers to stabilize revenue amid volatile volumes, leveraging tariff-free access under Mexico’s Anti-Inflation Decree.
• Diversify destinations: Reduce reliance on the U.S. by targeting secondary markets like Cuba, where slight premium pricing signals exist despite smaller volumes.
• Optimize logistics: Focus on cost reduction for bulk shipments, given the commodity-driven pricing and negligible value-add differentiation.
• Monitor regulatory shifts: Track enforcement of export notification rules to anticipate future disruptions, as seen in the May 2025 price spike and subsequent volume drop.
• Hedge price risk: Use financial instruments to mitigate exposure to oil price swings, given the market’s extreme sensitivity to global commodity trends.

Take Action Now —— Explore Mexico Light petroleum oils HS Code 271019 Export Data

Frequently Asked Questions

Q1. What is driving the recent changes in Mexico Light petroleum oils Export in 2025?

The 2025 export trend shows early-year growth followed by a sharp mid-year decline, driven by regulatory changes. A 57% volume drop by October reflects compliance burdens from new export notification rules, outweighing tariff-free access benefits.

Q2. Who are the main destination countries of Mexico Light petroleum oils (HS Code 271019) in 2025?

The U.S. dominates with 58% of export value and weight, followed by Mexico and Cuba at a combined 36%. This creates heavy reliance on a single market.

Q3. Why does the unit price differ across destination countries of Mexico Light petroleum oils Export in 2025?

Prices cluster tightly between $0.31-$0.96/kg, with Cuba showing a slight premium (4.2% value share vs. 1.6% weight). The U.S. trades at bulk commodity rates with no quality premium.

Q4. What should exporters in Mexico focus on in the current Light petroleum oils export market?

Prioritize contract stability with high-volume buyers like KLUBER LUBRICATION, who drive 99% of market value. Diversification is critical given the U.S. concentration risk.

Q5. What does this Mexico Light petroleum oils export pattern mean for buyers in partner countries?

U.S. buyers benefit from predictable bulk supply, while niche markets like Cuba may access specialized grades. All face volatility from Mexico’s regulatory shifts.

Q6. How is Light petroleum oils typically used in this trade flow?

The data indicates industrial-scale consumption, primarily for refining or stockpiling, given the bulk shipments and absence of premium product differentiation.

Detailed Monthly and Quarterly Report

Mexico HS Code 271019 Export Data Snapshot 2025 JAN

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