Global Scans · Argentina · Weekly Summary

WHAT'S NEXT?: Argentina domestic activity will be held back by rising inflation and the impact of numerous policy-induced economic distortions.

• [New] Argentina's core agricultural region is expected to receive between 10 and 25 mm of rainfall over the next seven days. Successful Farming
• [New] Geographically, Roberts sees strong lithium potential in Canada and Argentina due to low power costs and improved investment climates. Stocks Down Under
• [New] Argentina has imported a record volume of soymeal (510,000 MT forecast) to satisfy domestic feed demand, as locally produced meal is preferentially exported. Commodity Board Europe GmbH
• [New] Despite a projected year-on-year decline, Argentina's soybean crop for the 2025-26 marketing season is expected to reach 47.5 million tonnes, remaining above the five-year average. UkrAgroConsult
• [New] Non-OPEC supply will still grow despite lower capex, led by Brazil, Guyana, and Argentina. oilprice.com
• [New] Argentina's National Fire Management Service has issued a red alert for fire danger in eight central and southern provinces. SKY
• [New] Lithium Argentina announced that it also is moving forward with the Stage 2 expansion of Cauchari-Olaroz, which is expected to raise production to 45,000 tons of LCE per year, after submitting its environmental permit and the project to Argentina's Incentive Regime for Large Investments in December. Industrial Info Resources
• [New] Argentina's mineral export trajectory represents a strategic economic development opportunity that requires coordinated policy action, infrastructure investment, and regulatory efficiency improvements. Discovery Alert
• [New] Strategic Economic Warning: Without accelerated exploration and new project development, Argentina risks losing $3+ billion in annual export potential by 2035, even with elevated gold prices supporting remaining production from existing operations. Discovery Alert
• [New] Argentina's mineral production concentrates heavily in two provinces: San Juan and Santa Cruz, creating both operational efficiency and geographic risk concentration. Discovery Alert
• [New] The trade accord will allow Argentina and the other Mercosur members - Brazil, Paraguay and Uruguay - to expand their export markets, especially for the crucial agricultural sector. Buenos Aires Herald
• [New] Argentina's end-2032 total is expected to have topped 8 GW, representing an approximate doubling of its total over the 2026-32 period, while slower growth in Uruguay is expected to see its total having edged up to 1.8 GW by 2032. Windpower Monthly
• [New] By 2026, global lithium production will be 42% higher than in 2024, with the US and Argentina seeing the fastest growth. Farmonaut
• [New] Argentina's diversification across gold, lithium, and silver provides different risk-return characteristics compared to Chile's copper concentration. Discovery Alert
• [New] Argentina's oil production is expected to average 810,000 b/d in 2026, up from 740,000 b/d in 2025 and 670,000 b/d in 2024. oilprice.com
• [New] Argentina is expected to retain its position as the world's leading soybean meal exporter, with shipments forecast at 29 million tonnes. UkrAgroConsult
• [New] Argentina is projected to export 8.2 million tonnes of soybeans in 2026, up 5% from the previous year and marking the highest volume since the 2019-20 season. UkrAgroConsult
• [New] Argentina's economy is expected to expand by 3.8% in 2026, second only to Paraguay in South America, which is forecast to grow by 4.5%. FX Leaders
• [New] Production outside the broader OPEC + alliance will increase by 610,000 barrels a day in 2027, led by Brazil, Canada, Qatar and Argentina, a marginal dip from 2026's expected gains. Baton Rouge Business Report
• [New] Strategic pivots for trading houses will likely involve securing more off-take agreements in Australia and Argentina to hedge against a Black Sea shortfall. Valley City Times-Record
• [New] Enap will use Argus price assessments in its contracts to purchase crude oil from companies operating in the Vaca Muerta formation, in the southern Argentinian province of Neuquen. Morningstar, Inc.

Last updated: 29 January 2026