100% de acuerdo.
Una soja en 355 a cosecha
Un maiz a 200/205 a cosecha
Un trigo a 240 a cosecha..
Poner pisos. Aprovechar los precios actuales para “blindar” negocios.
Puede haber mejores precios? Si!!
Puede haber peores precios? Si!!
Pero estos precios son negocio
🌽 Funds piled into CBOT corn through Tuesday, aggressively adding longs and pushing their net position to the most bullish ever for the date, narrowly surpassing 2010.
Another strong week of new crop #soybean sales on this morning’s report, along with another #USDA flash sale announcement of 150k MT (5.51 mbu) to unknown destinations.
Week Ending 8/13
Total: 63.3 mbu
#China: 41.6 mbu
Unknown: 8.2 mbu
#oatt
Brazil grows more than half its grain on land that scientists said would never farm.
The Cerrado is a savanna covering a quarter of the country, and its soil is naturally acidic, with a pH between 4 and 5 when most crops want 5.5 to 6.5.
That acidity releases aluminum, which is poison to roots.
It also locks up phosphorus, so the little that is there cannot be used.
Some Cerrado soils held under 1 milligram of usable phosphorus per kilo.
Norman Borlaug, the man who won a Nobel Prize for feeding the world, told the New York Times that nobody thought those soils would ever be productive.
Brazil did not go find better land.
It rebuilt the land it had.
Embrapa worked out that lime neutralizes the aluminum, and farmers started spreading it by the millions of tonnes.
Brazil applied 11.5 million tonnes of agricultural lime in 1990 and 61.6 million in 2023.
Then came gypsum, which sinks deeper and fixes the soil 20 to 60 centimeters down, where lime cannot reach.
Roots that used to stop short could suddenly go looking for water.
Fifty years later that same savanna produces more than half of Brazil's grain.
Two thirds of the country's farmland still needs that treatment to work at all.
The dirt did not change on its own.
Somebody engineered it.
🌽🔴 The divergence between European and U.S. corn prices is becoming increasingly difficult to justify.
The ongoing heatwave, combined with a 19% reduction in corn acreage in France, has created a significant premium in the European market. I understand the resilience of European corn prices, but only up to a certain point.
🎯For European farmers who have not yet priced any of their corn production, this may be a good opportunity to seriously consider taking some action.
It's also worth remembering that South America is currently harvesting a very large crop, while U.S. corn conditions remain far from alarming. At the moment, Euronext is focusing heavily on the weather risk, but the question is: for how long?
Fuerte dato del agro 👇👇
En lo que va del 2026, 1.313.635 camiones ingresaron a descargar grano en los puertos de todo el país, casi 200.000 camiones más que el año pasado a esta altura. -BCR-
El puerto del gran Rosario volvió a ser el de mayor actividad del mundo.
🇦🇷🌾After being the most competitive origin on the international market among Ukraine, Russia, Bulgaria, Romania, and France thanks to its record 2025 production, Argentina is now back as the most expensive origin among this group.
A strong signal that the 2025 story is largely behind us for most exporters, the market is now shifting its focus toward the 2026 crop.
Resultados Q1 2026 - A3 Mercados 📊
Iniciamos el año con un sólido desempeño operativo.
Compartimos los principales indicadores presentados en nuestra reciente reunión informativa para inversores:
🔹 EBITDA: USD 12,7M (+42% YoY).
🔹 Dividendos: $121,82 por acción distribuidos en abril, correspondientes al ejercicio irregular 2025 de 6 meses.
Destacamos el fuerte crecimiento en volúmenes operados:
✅ REPO (+585,7%)
✅ Cauciones (+15,7%)
✅ FyO Dólar (+33,4%)
✅ FyO Agro (+7,4%)
🔎 Presentación completa y más info en nuestra web de Relación con Inversores:
👉 https://t.co/kUP31Zs4wV
👉 https://t.co/ZJdDUwAjIn
Creamos mercados para el desarrollo del país.
#A3Mercados #Resultados #Finanzas
𝗟𝗮𝗻𝘇𝗮𝗺𝗶𝗲𝗻𝘁𝗼 𝗱𝗲 𝗹𝗮 𝗖𝗼𝗺𝗶𝘀𝗶𝗼́𝗻 𝗱𝗲 𝗝𝗼́𝘃𝗲𝗻𝗲𝘀 𝗔𝘀𝗼𝗰𝗶𝗮𝗱𝗼𝘀
La Bolsa de Comercio de Rosario presentó la Comisión de Jóvenes Asociados, un nuevo espacio institucional orientado a fortalecer la participación y el vínculo con las nuevas generaciones.
La iniciativa busca promover la formación, el intercambio de información y la generación de redes entre jóvenes asociados, como parte de una agenda de integración y desarrollo institucional.
Por parte de la BCR estuvieron presentes el Presidente @BortolatoPablo; el Secretario Miguel Simioni; los Directivos @claravogel , @tomasra_ y Belén Fraga; el Director de Relaciones Institucionales @williamsandres; la Gerenta de Fundación, Sostenibilidad y Comunicación @Anitaclarita; la Gerenta de la Dirección de Información y Estudios Económicos @EmiTerre; la Manager de Innova @DragoIngrid; la Jefa de Asociados @SolBiglia , el Jefe de Eventos @JMagarinios; y el Jefe de la DIYEE @BrFerrari_ .