Global Scans · Argentina · Weekly Summary

WHAT'S NEXT?: Argentina domestic activity will be held back by rising inflation and the impact of numerous policy-induced economic distortions.

• [New] Argentina are clear favourites, but Austria's tactical discipline and Algeria's counter-attacks could create uncomfortable moments if intensity drops. Tips.GG
• [New] Following Argentina's experience in Qatar, where varying climates and unfamiliar conditions posed challenges, playing in North America could be an advantage. MercoPress
• [New] The Lithium Americas/Argentina listings are focused on advancing large Argentine projects including Cauchari-Olaroz, Pastos Grandes and Sal de la Puna, offering exposure to EV battery demand but with typical lithium-sector volatility from commodity, supply-chain and geopolitical risks. MarketBeat
• [New] With Argentina being a net energy exporter largely due to the Vaca Muerta field, there is an increasing risk of cuts to retentions, which would be bearish for meal. Marex
• [New] Data Insight: In 2026, Australia's share of global mined lithium is projected to exceed 30%, while Chile and Argentina provide nearly half of all brine-sourced lithium worldwide. Farmonaut
• [New] For landowners, farmers, policymakers, and investors alike, the future of lithium in Argentina offers both challenges and extraordinary opportunities. Farmonaut
• [New] In terms of output, Argentina could approach Chile's production levels by 2030. Panorama Minero
• [New] Neutral conditions are expected through spring and early summer, with El Nino possibly developing later, which should bring wetter conditions in Argentina and drier weather in central Brazil. Carrier Management
• [New] Lithium Argentina is undervalued relative to current production and significant expansion potential, supporting a bullish outlook. Seeking Alpha
• [New] With record Brazilian production adding to the supply glut and trade patterns in flux, Argentina's ability to capture its share will hinge on pricing competitiveness and the stability of its own critical weather window in the coming weeks. Ainvest
• [New] War in the Middle East could generate an improvement in Argentina's oil and agricultural exports. BATimes Newspaper
• [New] The block of generators and utilities will be represented by companies such as Genneia, 360 Energy, PCR, YPF Luz - the power generation subsidiary of Argentina's state-controlled energy group - alongside TotalEnergies, Coral Energia, SECCO, Helius Energy and Aluar. Strategic Energy Europe
• [New] By 2026, Argentina is projected to supply over 16% of the world's lithium, driven by sustainable brine extraction. Farmonaut
• [New] The most resilient projects will not only power a global energy revolution but ensure that rural Argentina, its water resources, and its agricultural base, continue to flourish. Farmonaut
• [New] Capital interest in Argentina is going to be strong, including investment by non-Chinese companies, because of the good relationship between Milei and [US President Donald] Trump. FastMarkets
• [New] At the local level, official projections place Argentina's lithium production at around 418,000 tonnes by 2030 and over 650,000 tonnes by 2035, potentially challenging Chile's leadership. Panorama Minero
• [New] Meteorologists are warning of a developing La Nina event that could devastate the 2026 harvest in Argentina, which is already struggling after weeks without precipitation. The Chronicle-Journal
• [New] Failure - especially regarding weather - could quickly alter Argentina's export trajectory for 2026. Bitget
• [New] Demand dynamics are shifting in ways that could support Argentina's position. Ainvest
• [New] Lithium Argentina revised mineral resources upward at its Cauchari-Olaroz operation in Jujuy province, Argentina, strengthening the phase 2 development plans that will double lithium carbonate equivalent production to 85,000 t / y. BNamericas

Last updated: 02 April 2026