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Argentina Industry and Construction Slide in November as Mining Advances

Weak domestic demand and rising import competition weigh on factories while oil and lithium expansions support output and export earnings.

Overview

  • Official INDEC data show manufacturing fell 8.7% year on year and 0.6% month on month in November, while construction declined 4.7% annually and 4.1% from October.
  • The downturn was broad-based across 15 of 16 industrial divisions, led by textiles (-36.7%), vehicles and autoparts (-23%), metal products (-18.6%) and machinery and equipment (-17.9%).
  • Companies and analysts attribute the factory slump to softer household demand and greater import penetration, and construction surveys point to a cautious outlook for December–February.
  • Mining production rose 1.8% year on year in November and 3.2% in January–November, driven by crude oil extraction up 12.8% with non‑conventional output up 30.7% and natural gas down 3.9%.
  • Lithium production reached 11,244 tonnes in November, up 66.4% year on year, and industry groups estimate 2025 mining exports near US$6 billion excluding hydrocarbons, supported by the RIGI incentive framework.