"Everybody knew. Since Fox."
That was AMLO’s offhand remark in January 2019, about huachicol—fuel siphoned from Mexico’s pipelines. The theft of fuel straight from Mexico’s veins—wasn’t a secret. It was business as usual. Yet no one knew how bad it would get under him.
The numbers don’t whisper. They roar.
Fox and Calderón? 5,920 illegal taps. Peña Nieto? 41,351. By the time AMLO was done, the figure had swollen to 72,337. A pipe ruptured every forty minutes. Every day, 35 valves drilled open, fuel gushing into barrels, buckets, jerrycans, pockets.
Then came Tlahuelilpan.
Nine days after AMLO’s speech, a single spark lit the night. A crowd had gathered around a broken valve, scooping up fuel like liquid gold. The blast tore through them. Fire chased flesh. 154 bodies. Mothers, children, men with nothing but empty containers to fill. The country stared at the flames and saw itself burning.
Robert González, a professor from Hidalgo, didn’t flinch in his assessment: “This isn’t just theft. It’s poverty, unemployment, exclusion. And behind it all—organized crime.”
AMLO managed to control the narrative. By September 2019, standing tall at his State of the Union, he delivered the line with steel: “Despite sabotage and shortages, with the people’s support and the military’s help, we have practically eliminated this criminal activity.”
But the pipes kept bleeding. The sabotage didn’t stop. The theft didn’t vanish—it metastasized. What looked like villagers with buckets was now cartels with engineers. Trucks. Ships. Payrolls. Politicians. Soldiers. Marines. Executives. The pipeline ran not just under the dirt of Hidalgo, but through offices, barracks, and boardrooms in the whole country.
That’s the dirty secret: huachicol isn’t petty crime. It’s an industry. An economy. A power structure. And in Mexico’s Wild West of oilfields, the real mystery isn’t who’s stealing fuel. It’s who, at the very top, isn't.
AMLO's Legacy Destroyed
The final rupture of AMLO's carefully curated public persona came in September 2025 with a federal nationwide sting of Mexico's most notorious huachicol cartel. Fourteen arrested. Marines, customs officers, executives in suits. Among them: Vice Admiral Manuel Farías Laguna, nephew of former Navy Secretary Rafael Ojeda. The institution Mexicans trusted most—The Navy, with an 87.5% approval rating—was suddenly dripping gasoline.
Federal officials said the ring had siphoned billions of pesos out of the economy. Not small-time huachicoleros in pickup trucks—this was the Navy itself, the state’s supposed firewall against organized crime.
In mid‑2020 López Obrador announced that customs administration would be militarized. On July 17, 2020 he declared that 50 customs posts (all land and sea terminals) would be turned over to the Armed Forces – with maritime ports assigned to the Navy (SEMAR) and the northern border crossings to the Army
Investigators trace the Farías Laguna machine back to mid-2023. That’s when Vice Admiral Manuel Roberto Farías Laguna and his brother, Rear Admiral Fernando, started bending the Navy and customs like levers. Their play: flood Mexico with fuel disguised as “additives” and “lubricants,” skirting the IEPS fuel tax with paperwork as fake as a street vendor’s Rolex.
Tankers from Houston slipped quietly into Tampico, Altamira. False manifests. Rubber-stamped inspections. Customs agents suddenly blind. Naval officers suddenly deaf. The ships docked, the fuel flowed, and envelopes changed hands.
The math was simple, but brutal. Each ship carried its own payoff. About MXN 1.75 million—roughly USD $80,000 to USD $90,000—for one green light. A slice went to the middlemen, crumbs of MXN 330,000. The lion’s share—MXN 1.42 million—climbed the ladder to the brothers and their allies in command.
Between April 2024 and January 2025, fourteen ships glided through Tampico under this system. Fourteen passes. Twenty-four million pesos in bribes. And that was just a warm-up.
The real scale dwarfed it. At least sixty-nine confirmed shipments. More than 564 million liters of fuel smuggled. By conservative estimates, the network raked in over $150 million pesos siphoned off in less than two years. Fuel stolen, taxes dodged, bribes pocketed. An entire shadow economy built in naval ports, under military insignias, under the flag that was supposed to guard the nation’s coasts.
Then deaths began stacking up like bodies in a narco war. Captain Abraham Pérez Ramírez—suicide, they said, after bribe money came to light. Captain Adrián del Ángel Zúñiga—“training accident.” His replacement, Captain Sergio Martínez Covarrubias—kidnapped and executed in Manzanillo. Rear Admiral Fernando Rubén Guerrero Alcántar—assassinated after daring to denounce the fuel rings. Each man silenced before he could testify. Each one a page torn out of the investigation. There are at least 5 cases confirmed.
AMLO’s myth—that he’d stamped out corruption where others failed—lay in ashes. Headlines openly mocked his slogans. Billions gone, loyalties bought, officers dead. The story flipped. The leftist narrative shattered. AMLO's legacy has been forever destroyed.
Andy
The rot isn't confined to admirals and pipelines. It seeped into the family.
Reporters traced Pemex appointments back to AMLO’s son, Andrés “Andy” López Beltrán. Childhood friends in cushy jobs. Abraham David Alipi Mena—Andy’s buddy—landed a golden chair at Pemex Exploración y Producción, the richest division of the company. From there, he moved to CENAGAS, managing billions in natural gas. Another relative, José Eduardo Beltrán Hernández, “El Chelal,” used his board seat to steer contracts. Pemex, critics said, was turning into a family enterprise.
Deeper still, Andy's alleged ties to "La Barredora," a CJNG-affiliated huachicol gang in Tabasco, intertwined with campaign financing schemes. U.S. probes linked him to Sergio Carmona Angulo, the slain "Rey del Huachicol," whose fuel smuggling empire reportedly funneled millions into Morena's coffers during AMLO's rise. Senator Adán Augusto López Hernández, Tabasco's former governor and AMLO insider, appointed Hernán Bermúdez Requena—La Barredora's leader—as state security chief, enabling the group's operations, including attempts to sell stolen fuel for the Tren Maya project. Andy's proximity to this network sparked accusations of indirect campaign boosts, with Carmona's assassination in 2021 only amplifying suspicions of a deadly cover-up
Then came Annex. A glossy real-estate startup listing luxury rentals in Seattle, Mexico City, Venice Beach and Tokyo. Andy was spotted at the Tokyo launch in July 2025, champagne glass in hand. Annex belongs to Diego Jiménez Labora, a festival businessman and Andy’s “intimate friend.” Labora had banked fat government contracts—like a $10 million Mexico City concert in 2018—and scandals: safety lapses, two dead photojournalists, whispered ties to AMLO’s clan. Now, his company was flipping luxury pads abroad while wining and dining with the president’s son.
On paper, everything is legal. In reality, Andy reeks of money pipelines wider than Pemex’s.
Claudia's Isolation
Ironically, President Claudia Sheinbaum has mostly defended these figures even as her own support erodes. She publicly backed the Navy and its generals, emphasizing “zero impunity”and praising the institution’s cooperation (arguing that even if a few officers were corrupt, the Navy ultimately uncovered them). She also dismissed opposition attacks on her party: when a PAN deputy accused Andy López Beltrán of corruption, Sheinbaum called it “pure politicking” meant to smear the Fourth Transformation. Even Andrés López Beltrán himself took to the press to say his family “supports the decisions taken by our Presidenta Claudia Sheinbaum” and urged confidence in the probe.
Claudia Sheinbaum ascended as AMLO's heir, but her throne feels increasingly solitary amid Morena's fractures and corruption's fallout. As detailed in prior analysis in this website, she's unsupported by key governors, legislators, and party elders—internal rifts where veterans clash with newcomers, and figures like Deputy Ricardo Monreal ally with opposition in local votes, undermining her agenda. Governors like Sinaloa's Rubén Rocha and Tamaulipas' Américo Villarreal face cartel collusion rumors, defying central directives much like U.S. governors buck federal policy. Marginalized allies, such as labor leader Susana Prieto, resign amid gender-based exclusion, highlighting Sheinbaum's inability to rally the base. Yet Sheinbaum doubles down as enabler, publicly defending accused figures while her isolation deepens.
She praised Navy chief Rafael Ojeda's anti-corruption rhetoric despite the huachicol scandal implicating his institution, calling it a "central part of the transformation." She pushed back on U.S. accusations of cartel control, suing a U.S. attorney over "narco-political" claims, even as Trump-era pressures mounted. She addressed Pemex corruption arrests, vowing justice, but shielded AMLO's legacy amid probes into his inner circle. Contradictions abound: She defended Morena politicians like Adán Augusto López against U.S. huachicol probes, yet governors ignore her security and anti-nepotism initiatives, prioritizing local pacts. Legislators such as Monreal block reforms, allying with foes, while Sheinbaum condemns sovereignty violations in cartel negotiations—isolated even internationally, as drug lords bypass her for U.S. deals.
Sheinbaum is defending “comrades” who give her no public support, even as political heavyweights around her ignore her pleas. This contradictory posture – shielding accused insiders while lacking a loyal political base – underscores her isolated position in a fractious Morena government and is honestly unexplainable.
Record Breaking Corruption
Two scandals dwarf Mexico's storied corruption lore: SEGALMEX and the Navy-led huachicol saga, both under AMLO, eclipsing even Odebrecht's $788 million in bribes or La Estafa Maestra's $400 million siphon. SEGALMEX, meant to ensure food security, hemorrhaged 15,750 million pesos ($785 million USD) in fraud, with diversions reaching 27,000 million pesos ($1.35 billion USD) in property damage. By 2024, 69 complaints targeted 87 individuals, yielding 26 arrests; AMLO called it his presidency's "stain." This stolen sum could have built 1,500 schools or funded healthcare for 5 million Mexicans annually—enough to eradicate child hunger in rural states.
The huachicol drama outscales it: Under AMLO, fuel theft cost Pemex 500 billion pesos ($24.5 billion USD), with 2024-2025 seizures alone hitting 27 million liters, evading 1 billion pesos per shipment in taxes. Navy complicity amplified losses to $3.8 billion in five years, far surpassing Pemex's Odebrecht-era $1.3 million graft or the $1.3 billion in ex-presidents' scandals. This haul could have paved 10,000 kilometers of highways or provided universal scholarships for 20 million students—lifelines lost to greed, leaving Mexico's poor footing the bill.
AMLO's era, once a beacon of leftist renewal, ends in the muck of huachicol and SEGALMEX, institutions rotten from the top. Andy's entanglements and Sheinbaum's lonely defenses expose a system where power protects the powerful, eroding trust in Morena and the military. Mexico's path forward demands accountability, not alibis—lest corruption's pipeline keep draining the nation's future.
The twin revelations of Segalmex fraud and the navy fuel ring have blown apart López Obrador’s anti-corruption legend. The public now sees the leftist government entangled in the very graft it once thundered against. The once-unblemished institutions of Semar and Pemex are tainted. The AMLO-era narrative of “transforming Mexico” on the strength of moral authority has crumbled.
What survives isn’t the dream of transformation. It’s the hangover—the crisis of confidence when a government that swore moral authority revealed it was running on fumes.
Sources
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