Some green lights in the world market

Published 2024년 12월 9일

Tridge summary

Argentine meat exports are expected to reach high levels in 2025 due to increased sales prices to China, growing shipments to the United States, and opportunities in Israel, Chile, and Mexico. However, challenges such as the exchange rate, export duties, and Donald Trump's protectionist policy may impact the industry. The export sector has been under stress with unsatisfactory margins due to factors like cattle prices, exchange rate, and international prices. The market values have seen fluctuations, with China's prices advancing about 400-500 dollars per ton and the European Union's values falling but still maintaining a good average. The United States market has seen a growth in Argentina's sales, shifting from 3 thousand tons in 2023 to more than 13 thousand tons in 2025, despite a high tariff. Chile's market has revived, and Mexico is becoming a significant market for Argentina. The outlook for 2025 is positive, with less slaughter and higher prices, despite potential challenges.
Disclaimer:The above summary was generated by Tridge's proprietary AI model for informational purposes.

Original content

Opportunities and challenges for Argentine meat exports in 2025 The improvement in sales prices to China, the jump in shipments to the United States and opportunities in Israel, Chile and Mexico generate good expectations for 2025. The exchange rate and export duties, in addition to Donald Trump's protectionist policy, are clouds on the horizon. Miguel Gorelik Argentine meat exports are going to end the year very close to the historical record of a hundred years ago (985 thousand tec in 1924). Beyond this comparison, which for various reasons may not be so valid, it is the highest level in many decades. They could reach 930-940 thousand tec and come from a last quarter (August-October) that averages the equivalent of just over one million tons per year. However, the export sector has been working under conditions of great stress, with very unsatisfactory margins. The combination of cattle prices, exchange rate, export duties remaining for everything other than cows and ...

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