Tremendo gráfico de la Bolsa de Comercio de Rosario:
-En los últimos años de Gobierno de Cristina, se llegó a sembrar en la zona núcleo más de 4 hectáreas de soja por cada una de gramíneas (trigo + maíz).
-Ahora estamos casi en un 1 a 1.
-Los que cuestionaban el monocultivo y denostaban la soja, eran los que en realidad más hacían para que solo se sembrara soja, de manera de recaudar más.
-Es otra muestra del impacto positivo que tiene bajar retenciones: no solo mejora la ecuación del productor sino también la sustentabilidad de los suelos
Our chart of the week shows that recent price falls in #urea have left that product at a discount to ammonium #sulphate for sales to Brazil, reversing recent steep premiums #nitrogen#fertilizer
🇺🇸☀️ After Europe, which is currently experiencing a severe heat wave (especially France) the U.S. could be the next area to watch closely.
From July 1st to July 9th, a new heat wave is expected to impact large parts of the Corn Belt, with temperatures forecasted to reach as much as +16°C above normal.
This comes at a particularly sensitive time, as the corn crop is entering the pollination stage. Excessive heat during pollination can significantly reduce yield potential by disrupting the fertilization process.
While weather forecasts can still evolve, this is a development worth monitoring closely over the coming days.
🟢 Such weather conditions could finally provide the catalyst needed for a rebound in the corn market.
Relación insumo/producto del trigo 🌾 con urea.
La urea pasó de 920 (27/04) a 550 USD/tn (24/06): -40%.
La relación I/P quedó en 2.73, apenas por debajo del promedio de los últimos 15 años (2.82).
A 200 kg/ha, el costo del fertilizante medido en grano cae de 836 a 546 kg de trigo por hectárea.
Los números cambian.
Argentina and the art of progressive passing through deception.
Argentina has something different from many other teams: they have an incredible number of players capable of playing progressive passes.
They don’t need players holding the width to create spaces inside and find players between the lines. They can do it through deception.
Their ability to find players between the lines comes from disguising their intentions before playing the pass. De Paul, Enzo Fernández, Mac Allister, Messi, and even their centre-backs, Cuti Romero and Lisandro Martínez, are excellent at manipulating opponents before progressing the ball.
This is one of the key differences. They have multiple elite passers who can break lines. And at a time when many coaches avoid taking risks with these types of actions, Scaloni continues to encourage his players to attempt them. Having many players inside, close together in short distances, also helps them manage the risk. If a progressive pass is intercepted, they are immediately positioned to counter-press and recover the ball.
That combination of technical quality, deception, and structure is one of the reasons Argentina are so difficult to defend.
This is the result of being loyal to the type of players you produce. In Argentina, deception is an art.
Soybean CFR China Forward Curve Jul-Dec ($/bu) 🇺🇸🆚🇧🇷
🟢 US Gulf: 15.38 - 15.66, basically flat to firm across M1–M6 (Month 1 to 6)
🟠 Brazil: 13.12 - 13.89, climbing steadily and closing in
🔵 Spread (US less Brazil): 2.26, 2.08, 2.05, 1.81, 1.75, 1.82
📉 The story is COMPRESSION: US premium narrows 51¢ from Jul to the Nov trough before a modest Dec tick higher.
🥡 Takeaway: Brazil is the clear value origin into China the whole way out, but Brazilian values are firming faster than the US. US needs that premium to keep tightening to win business, the curve says the door is opening into late year. 🚪
🐂 Brazil / 🐻 US Gulf competitiveness near-term.
Así es Carlos! es dolorosa la desaparición de productores agropecuarios. Menos productores que cuando vinieron mis bisabuelos. Me permito volver a compartir mi columna De Pioneros a Fantasmas escrita en 12/24 https://t.co/n55bAHR8LV y este gráfico que lo dice todo
🇫🇷🇦🇷🌻💰 Louis Dreyfus Company, multinacional francesa, invertirá US$400 millones para construir una de las plantas de molienda de girasol y soja más grandes del mundo en Bahía Blanca
Es una de las inversiones más importantes del sector en la última década.
Lo confirmó Caputo y Milei celebró el anuncio: "Parece que los viajes sirven".
Hola. Cree esta herramienta para analizar el efecto de El Niño a nivel de Argentina con datos actualizados. Agradezco feedback para mejorarla/detectar errores.https://t.co/vMyR8k83E1
🇦🇺Australian wheat production is forecast to tumble 26% in 2026/27 amid lower planted area and high input costs. El Niño could further threaten yields later in the season.
Australia is the world's #3 wheat exporter and typically accounts for about 12% of global wheat exports.
🌻🇦🇷Argentina's share of global sunflower oil exports is projected to reach 14% in 2025/26MY. For the first time, #Argentina has surpassed #Ukraine in terms of #sunflower#oil#export to #India, 530 KMT vs 344 KMT in Sep-Apr 2025/26MY. Some believe this represents a structural shift, rather than a one-off surge...
https://t.co/BhDLActvCw
🇧🇷Brazilian wheat imports could reach a 13-year high this year as high energy/fertilizer costs plus weather uncertainties may curb output.
Brazil normally gets most of its wheat from Argentina, though quality issues there might require a top-off from the U.S. or Russia.