Overview
- Declared export sales reached 105.5 million tonnes in 2025, up 53.2% year over year, with the top ten exporters controlling 90.5% of volumes and Cargill leading at 17.3 million tonnes.
- Agroexporters liquidated USD 31.34 billion in 2025, including USD 1.015 billion in December, supported by temporary export-duty relief under Decree 682/2025 and 162 market openings or reopenings.
- The Rosario Board of Trade projects total 2025/26 grain output near 154.8–155 million tonnes, while export value is estimated at about USD 36.8 billion, only USD 600 million above the prior cycle due to weaker prices.
- Soyoilseed markets opened 2026 on the back foot as soybean prices fell in Chicago and the Rosario spot market, where cash soy closed near ARS 495,000 per tonne, with analysts citing pressure from Brazil’s advancing harvest.
- Sector analysts warn that expanded domestic demand and reforms to raise biofuel blend mandates could help absorb surpluses and limit further declines in producer prices.