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Argentina Posts $2.50 Billion November Trade Surplus, 24th Straight Positive Month

Temporary zero soy export duty plus a pivot in Chinese buying powered volume gains in soy and energy.

Overview

  • INDEC reported exports of $8.096 billion, up 24.1% year over year on 28% higher volumes as unit prices fell 3%.
  • Imports reached $5.598 billion, up 6.6% from a year earlier, with seasonally adjusted purchases down 6.9% from October after earlier pre‑election front‑loading.
  • China emerged as the top buyer at $1.317 billion, with roughly two thirds soybeans, reflecting accelerated shipments under the 0% soy duty.
  • Energy exports exceeded $1.0 billion in November, rising 52.8% year over year, supported by higher oil output from Vaca Muerta.
  • The terms of trade fell 3.5% and exports were concentrated in a few commodities, which limits the real improvement in purchasing power.