Finally winter began to make itself felt: several days of temperatures below zero. They demand dairy policy. The export of apples falls more. The market expects greater demand for the Christmas bonus.
…that “Before the rains, with a scenario almost as dry as in 2009, the wheat area ran the risk of falling 1 million hectares compared to 22/23. Now, after the water recovery in the east, the year-on-year decrease is estimated at only 5%,” says the Rosario Stock Exchange., which estimates the wheat area at 5.6 million hectares. due to the humidity deficit that is still maintained in the center and west of the agricultural area. This, and the relative recovery of international prices, due to the entry into the US weather market and the narrowness of the stocks that have not yet been restored, encourage local producers. And, despite the lack of liquidity due to the failure of the last campaign, in which close to 60 million tons would have been lost, the need to generate income as soon as possible (and the fine is the main option as of December ), force decisions.
…. that, despite the slight increase in the number of milking cows which are now located in 1,588,902 animals and also dairy farms that amount to 10,197 establishments, according to official records, the figures are far from the maximum that so far this century exceeded 2.15 million dairy cows, and more than 15,000 dairy farms, which is in line with the 25-year stagnation recorded by production of around 10,500-11,500 million liters/year during this entire period. The “dairy crisis”, in which there is an improvement in productivity and concentration, but the disappearance of establishments and, simultaneously, a “decoupling” with the growth trend in the region, especially in Brazil, is one of the issues that will be addressed by the producers at the International Dairy Seminar (SIL) to be held in Rafaela, the country’s dairy epicenter, on June 30, as explained during the presentation at CRA. For production, instability, lack of horizon, and credit support are the main aspects to justify desertion. Among other things, there is also the lack of credit and agricultural pressure, since it is, in general, very suitable soils for grain production that, in the early years of this decade, suffered from the strong demand for soybeans. . In the presentation, it was also highlighted that the relationship between the dairy and the industry is legally considered a “supply contract”, and it is required that there be some form of Reference Price, and differential payment for milk quality. Among the negative aspects that will surely be addressed in Rafaela (where there are dairy records of more than 100 years, and the highest concentration of cabins in Holando), there will be rural roads, the high municipal taxes in many districts, and it is ruled out that The problems of insecurity and union pressure that have a bad effect on various dairy companies and also dairies that are in check due to long blockades will be addressed.
… that apple exports continue to fall (18,000 tons in the first quarter), due to the problems that arise with foreign trade, but especially due to the greater pressure from domestic demand. However, in the case of the pear, it was possible to increase the participation in exports that reached 163,000 tons, somewhat higher than 2022, in part, due to the relative opening of Russia, according to the first delivery of +Production, digital media. Oriented especially to the Patagonian economy, with its own research and reports, both productive, political and economic in the southern region of the country. For its part, the ups and downs of international bovine meat prices, “total” compliance with the Hilton Quota 22/23, and the lack of rebred calves to supply feed lots, are some of the characteristics that are monitoring the local livestock market, where the pressure of the livestock supply due to the lack of pasture (now exacerbated by the frosts), is a salient aspect. The data is not minor, since it keeps the internal prices of meat weakened, which could be altered in a few more days due to the Christmas bonus, but even more so at the end of winter due to sales now advanced. The outlook, which worries producers and the industry, was further altered by an unclear event in the new Cañuelas market, in which some union leaders were reportedly involved, and which may have to do with the fate of the “fallen” , animals that must be discarded from the auctions, and that could give rise to some type of business, although others believe that they must be destroyed in a right-handed. The fact forced to sell “on trucks”, due to the impossibility of lowering the farm.
Source: Ambito
