Overview

• Industry group CIARA-CEC says more than USD 3.5 billion will be paid to producers, acopios and cooperatives in the coming days as companies finalize liquidations with the BCRA and ARCA.
• Producers and rural entities argue the short window favored major exporters, noting reports that seven companies concentrated about 86% of DJVE filings and urging farmers to hold grain rather than accept lower prices.
• Sector estimates put the immediate fiscal cost near USD 1.5 billion in foregone export duties, intensifying demands to disclose who benefited and how much foreign currency was delivered.
• Opposition legislators filed information requests and pressed to enforce the Martínez Raymonda rule, alleging DJVEs may have been registered without prior grain ownership and calling for investigations.
• Officials framed the measure as an emergency move to secure dollars, and market participants say a post by U.S. Treasury chief Scott Bessent discouraging an extension helped accelerate registrations.