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] Countries like Chile and Argentina are actively working to become major net exporters, utilizing their exceptional wind and solar potential to produce some of the world's most affordable green hydrogen. Precedence Research
• [New] Continued growth from the Vaca Muerta is expected to drive Argentina's crude oil production to an average of 810,000 b/d in 2026. EIA - Energy Information Administration
• [New] AI agents will continue to proliferate, thanks to efforts such as Argentina's Banco Ciudad, which launched a new AI Center of Excellence that delivered 10 agents in six months to improve customer service, workflow automation, and cross-team integration. Microsoft Industry Blogs
• [New] Latin America Resource Development: Argentina's lithium triangle positioning, Peru's copper and rare earth potential, and Mexico's strategic mineral reserves provide integration opportunities with North American supply chains. Discovery Alert
• [New] Countries like Argentina, Morocco, Chile, and Peru gain access to development finance coordination and technology transfer opportunities in exchange for compliance with environmental and social governance frameworks. Discovery Alert
• [New] Argentina will produce a record 24 million metric tons of wheat in 2025, a 9% increase from the prior estimate and a 30% year-over-year jump. Successful Farming
• [New] Early crop development conditions in Argentina and Brazil can generate forward volatility that creates trading opportunities in U.S. grain markets through arbitrage relationships. Discovery Alert
• [New] Reports of Shell walking away from the Argentina LNG project materially raises execution risk and delays entry of a new supply basin Japan might depend on in the 2030s. LNG Global
• [New] Given the geopolitical risks associated with China's dominance in mineral processing and refining, diversification into Argentina is both economically prudent and strategically significant. Global Taiwan Institute
• [New] Traditional lithium supply chains concentrate approximately 58% of global production within the South American Lithium Triangle (Argentina, Bolivia, Chile), creating vulnerability to regional political instability, water rights disputes, and export policy changes. Discovery Alert
• [New] The Rosario Grain Exchange said yesterday it now expects Argentina's wheat production to reach a record 27.7 million metric tons, up from a previous outlook for 24.5 million tons. Successful Farming
• [New] With the ramp-up of some projects, Argentina will become one of the world's leading successful lithium producers. FastMarkets
• [New] Argentina's nuclear energy program, combined with significant uranium reserves, creates opportunities for both domestic energy production and international fuel supply. Discovery Alert
• [New] Argentina will allow access for U.S. poultry and poultry products, within one year, and simplify red tape for U.S. exporters of beef, beef products, pork, and pork products. RFD-TV
• [New] Soybean production in Argentina is forecast to be slightly lower at 48.5 million tonnes, as many farms have switched to corn and sunflower. UkrAgroConsult
• [New] U.S. soybean exports are forecast at 1.64 billion bushels, down 50 million from the previous forecast due to lower supplies and higher exports by Brazil and Argentina. Successful Farming
• [New] Vietnam, Brazil, and Argentina are emerging as serious contenders, offering attractive lifestyle benefits alongside investment opportunities. Racine County Eye
• [New] Argentina will produce a record 24 million metric tons of wheat in 2025, a 9% jump above the previous forecast. BARN OnAir & OnLine 24/7/365
• [New] A U.S.-China deal at the end of October, which includes China resuming its purchases of American soybeans, could hurt Argentina and Brazil's soy industry. Council on Foreign Relations
• Current baseline production capacity of approximately 183,700 tonnes LCE annually provides the foundation for expansion scenarios that could position Argentina as a dominant global supplier by 2035. Discovery Alert
• As of Thursday, heavy rains are wreaking havoc on Argentina's farmland, and leaving nearly four million acres at risk. RFD-TV
• Argentina's Buenos Aires Grain Exchange increased its wheat harvest forecast to a record 25.5 million tonnes due to higher-than-expected yields in some regions. ADM Investor Services

Last updated: 25 December 2025