While for Enrique Erize the export of wheat will only be possible "by pulling down his pants," corn shows a
Published 2025년 12월 2일
Tridge summary
Consultant Enrique Erize analyzed the commercial scenario for the main crops. While in the case of wheat he does not believe there are prospects for an improvement in values, he sees a better outlook for corn, whose internal consumption has been steadily growing, and also for soybeans.
For wheat, he said that thinking about commercial strategies "is a bit late now." "We have been giving advice for a while, when we said that one should take advantage of the 200 dollars per ton, also the 190. The time to act has already passed," he stated.
This year's harvest will exceed 25 million tons, to which must be added another three from the carryover of the previous cycle. If we deduct a consumption of 6 million, there will need to be exported no less than 20 to 23 million tons of the cereal "in a market with a lot of competition from Russia, Ukraine, the United States, Canada, and Australia, which have shorter shipping times. It will be difficult for Argentina to place the surplus."
For wheat, he said that thinking about commercial strategies "is a bit late now." "We have been giving advice for a while, when we said that one should take advantage of the 200 dollars per ton, also the 190. The time to act has already passed," he stated.
This year's harvest will exceed 25 million tons, to which must be added another three from the carryover of the previous cycle. If we deduct a consumption of 6 million, there will need to be exported no less than 20 to 23 million tons of the cereal "in a market with a lot of competition from Russia, Ukraine, the United States, Canada, and Australia, which have shorter shipping times. It will be difficult for Argentina to place the surplus."
Original content
Consultant Enrique Erize analyzed the commercial scenario for the main crops. While in the case of wheat he does not believe there are prospects for an improvement in values, he sees a better scenario for corn, whose internal consumption has been steadily growing, and also for soybeans. For wheat, he said that thinking about commercial strategies "is a bit late now." "We have been giving advice for a while, when we said that one should take advantage of the $200 per ton, also the $190. The time to act has already passed," he stated. This year's harvest will exceed 25 million tons, to which three more from the previous cycle must be added. If we deduct a consumption of 6 million, it will be necessary to export no less than 20 to 23 million tons of the cereal "in a market with a lot of competition from Russia, Ukraine, the United States, Canada, and Australia, which have shorter shipping times. It will be difficult for Argentina to place the surpluses." Brazil is the main buyer of ...
Source: Bichos de campo
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