Loading…
Former Confederaciones Rurales Argentinas president and agricultural analyst Arturo Navarro questioned the lack of concrete progress on reducing taxes and doubted the government can meet its announced schedule for eliminating export duties (retenciones), especially for soybeans. He said the government wants to keep this policy tool, and urged farm organizations to unify and discuss macroeconomic issues rather than regional problems.
Export duties directly affect the farm-gate returns Argentine soybean and grain producers receive, so doubts about their removal can keep Argentine supply into export markets tied to tax policy rather than price. Uncertainty over the timetable supports a neutral-to-slightly-bullish view on soybean meal and oil export availability from Argentina.
agroperfiles.com.arNov 12, 2026After 554 past neutral policy events, Soybeans moved a median +0.0% over 5 sessions (51% higher; middle half -1.4% to +1.6%), and +0.6% over 20.
After 206 past neutral policy events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% over 20.
After 196 past neutral policy events, Soybean Oil moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% 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.
