The grain receivers' union URGARA called an indefinite total strike across grain handling branches starting Tuesday at ports including San Lorenzo, Puerto General San Martín and Timbúes. Demands include a wage adjustment for September 2025, recognition of lost purchasing power, and an advance on 2026 wage talks.
Strikes at Gran Rosario terminals (Bunge, Viterra, Cargill, ADM-linked ACA, LDC, COFCO) can delay export loading and shipments of soybean meal, oil and corn, adding short-term support to Argentine export basis and freight.
After 167 past bullish logistics events, Soybean Meal moved a median +0.5% over 5 sessions (54% higher; middle half -1.8% to +2.9%), and -1.2% over 20.
After 206 past bullish logistics events, Soybeans moved a median +0.5% over 5 sessions (56% higher; middle half -1.3% to +2.6%), and +1.4% over 20.
After 285 past bullish logistics events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.5% to +1.5%), and +0.8% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.