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Argentina's Manufacturing Activity Falls Again in June

Recovery has stalled, driven by persistent monthly swings, gas supply interruptions, weak domestic demand, rising costs.

Overview

  • The UIA's Centro de Estudios estimated late July that industrial output fell 1.8% year‑on‑year in June and declined 0.2% from May in the seasonally adjusted series.
  • The first half of 2026 closed about 3% below the same period in 2025 and roughly 10% under 2022 activity, leaving most factories running with low capacity use.
  • Key sectors dragged the headline number down: construction saw cement dispatches fall 2.7% month‑to‑month, metalworking and steel output declined, and auto production remained about 18% below last year.
  • Some pockets offered support as electricity use by large industrial users rose, machinery patent registrations jumped and exports to Brazil increased by about 15%, cushioning but not reversing the downturn.
  • Supply problems and weak domestic demand are central causes: Fundación FIEL reported gas interruptions and higher fuel costs forced cutbacks in some plants, while surveys show clothing and durables firms face falling sales and squeezed profitability.