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Mandatory conciliation in the wage talks between Argentina's oilseed workers' union (SOEA San Lorenzo), the Ftciodyara federation and agro-export companies expires Thursday and can be extended by only one more week. No progress was made in the latest virtual hearing, and a face-to-face meeting is set for Tuesday at the Labour Secretariat.
Workers may strike during the peak harvest intake.
A strike at crushing plants and port terminals during peak soybean arrivals would cut meal and oil output and export loadings, supporting soymeal and soyoil prices and disrupting near-term supply to feed buyers.
monitorgremial.com.arNov 3, 2026After 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.
