The state workers' union ATE confirmed a 48-hour strike at SENASA, Argentina's agri-food health and quality agency, on the coming Tuesday and Wednesday. The union says it will halt inspections at ports, airports and customs and lift phytosanitary checks at borders.
The action responds to government plans to cut about 30% of SENASA staff, with dismissal notices already being issued.
Stopped sanitary and phytosanitary controls could delay shipments of Argentine soybean meal, oil and other agro-industrial exports, tightening near-term supply to buyers. The effect would likely be brief and limited to logistics timing rather than a lasting change in prices.
After 167 past bullish logistics events, SBM moved a median +0.5% over 5 sessions (54% higher; middle half -1.8% to +2.9%), and -1.2% over 20.
After 85 past bullish logistics events, SBO moved a median +0.7% over 5 sessions (64% higher; middle half -1.3% to +2.7%), and +3.1% 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.