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] The small changes to the U.S.', Brazil's and Argentina's balance sheets are expected to be reflected in a stable complete world picture, with world stocks expected to land near 125.5 mmt (125.3 mmt in March) and still the largest on record. DTN Progressive Farmer
• [New] Among the five major lithium-producing nations, Argentina is projected to record the highest percentage supply growth in 2026, exceeding 60%, driven by projects deploying direct lithium extraction technology. AZoMining
• [New] Argentina has engineered a sizable drop in inflation that we expect to continue, enabling rate cuts in 2026. MetLife
• [New] Traders will be monitoring the updated size of the corn and soybean crops in Brazil and Argentina. Successful Farming
• [New] 15-day rainfall totals will be 25-50 mm (~1-2 in) drier than normal in Paraguay, while Argentina will receive near normal totals. ADM Investor Services
• [New] Temperatures 2-4 °C cooler than normal will overspread Argentina/Paraguay during the 6-10 day outlook as the main feature of an otherwise mild outlook. ADM Investor Services
• [New] The shipment of about 34,000 metric tons of corn will load at Cofco's Timbues port terminal in Argentina and is destined for China's feed sector. ADM Investor Services
• [New] Argentina's corn production estimates decreased by 1 MMT to 52.00 MMT, which is 0.90 MMT less than expected. iowafarmbureau.com
• [New] Argentina's February CPI reaccelerated to 33.2% year-over-year versus 32.7% expected and 32.4% prior, with the monthly pace holding at 2.9%. The Rio Times
• [New] Argentina will allow U.S. originating goods that comply with applicable U.S. or international standards, U.S. technical regulations, or U.S. or international conformity assessment procedures to enter its territory without additional conformity assessment requirements. SmarTrade
• [New] Upon closing the New JV, Ganfeng will hold a 67% interest and Lithium Argentina will hold a 33% interest in PPG. Sahm
• [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

Last updated: 09 April 2026