Exporters believe there will be no reduction of aliquots next year and warn: “Until the exchange rate is stabilized, there will be no sales.”
The Government estimated in the 2026 budget an increase of 22.8% for export rights. In the field they do not believe that Javier Milei is willing to upload the withholdingsbut They claim that it is a sign that next year will not go down again. The variation could occur due to an increase in exported amounts, by international prices or even by the exchange rate. Far from dynaming the liquidation, The increase in the dollar stopped sales and exporters will wait until the panorama is clarified.
President Javier Milei presented last Monday in the National Chain project 2026. The initiative contains a series of macroeconomic projections that economist Luis Secco considered “the least voluntary.” Among those estimates A collection growth appears via export rights of 22.8%.
The data particularly draws attention because Minister Luis Caputo implemented this year a reduction in the aliquots of the main exportable products. “Reading is that they don’t plan to lower them”, Sources from the field and the export sector coincided.
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In the Rural Society They stressed that “from the point of view of agricultural need it would be good greater collection could reach a growth in exported amounts, for international prices or exchange rate variationbut not a rise in aliquots.
“You don’t have to take the projections that the budgetthe export rights issue is there to finish closing the numbers, what the Government demonstrated in these two years is that The question of retentions responds to the political or economic need of each moment”, Synthesized the agricultural consultant Javier Preciado Patiño In dialogue with this medium.
Brake on field settlement
The agricultural business is in the middle of a parate and volatility does not help. In the export sector they were sharp: “Until the exchange rate is stabilized there will be no sales”they said to this medium. Preciado Patiñ The producer lost between 30% and 40% in pesos for believing that the exchange rate was going to stabilize.
On the export record side, only the day after the elections took advantage of taking advantage of a lower exchange rate since the regulations allow it. The expectation is that Between September and October begin to move fasterbut the stage is changing.
Estimates that approached this medium from the sector, mark that They remain to be liquidated between US $ 6,000 YU $ S8,000 million of this campaign. The speed at which these currencies enter will depend on expectations.
Source: Ambito
