Global Scans · Argentina · Weekly Summary

WHAT'S NEXT?: Argentina domestic activity will be held back by rising inflation and the impact of numerous policy-induced economic distortions.

• [New] Among sovereigns, Suriname is expected to use proceeds from its bond sale to prepay the 2033 bonds and the oil-linked value recovery instrument maturing in 2050, while Argentina has an upcoming debt payment of more than $4 billion in January, and $9 billion due for the entire year. InvestmentNews
• [New] The execution of announced projects in Argentina, Kazakhstan, and Southeast Asia will soon move from planning to reality. https://eutoday.net
• [New] China's lithium deals in Argentina are a warning: without immediate European action, key technologies of the future will be constrained by Beijing's control of essential inputs. https://eutoday.net
• [New] Response: NIMAL fluctuations are largely mix-driven (Argentina funding-cost increase was the main driver), Q4 typically a bit stronger than Q1 but mix matters; Brazil's older card cohorts are nearing profitability, Mexico lags, and Argentina issuance is early and will be expanded with investment. Ainvest
• [New] Closely monitor South American production outlooks, as weather patterns and harvest progress in Brazil and Argentina will significantly impact global supply and U.S. competitiveness. FinancialContent
• [New] Argentina's ongoing inflation and peso devaluation continue to pose macro headwinds that could weigh on reported earnings and consumer demand. Yahoo Finance
• [New] Bitcoin has shown a durable lack of correlation to geopolitical risk indices and has proven to be an effective hedge against sustained currency devaluation and authoritarian capital controls in countries like Argentina and Turkey. Aurpay
• [New] Argentina is a serial defaulter and is already at high risk of debt distress. American Enterprise Institute - AEI
• [New] As a bridge-building country that stands for democratic values and cooperation, Spain could lead a move to increase cooperation with like-minded Latin American countries - such as Mexico, Colombia and possibly Argentina -. Elcano Royal Institute
• [New] Non-OPEC + supply is expected to expand twice as fast, rising 1.2 million barrels per day in 2026, led by the US, Brazil, Canada, Guyana, and Argentina. Stock Market Update
• [New] Argentina's lithium potential is contingent upon forthcoming expansions, specifically the 17 planned new plants. Blue Dollar
• [New] The current investment pause threatens Argentina's ability to capitalize on its substantial mineral resources at a time when global demand for critical minerals is growing. Discovery Alert
• [New] While the overall lithium outlook is positive, any lithium company in Argentina struggling with higher operating costs or slower project ramp-ups could find profit margins constrained by the global oversupply and volatile pricing environment. Statesman Examiner
• [New] Looking further ahead, Argentina has the potential to become a dominant force in critical minerals. Statesman Examiner
• [New] Companies like Arcadium Lithium, Lithium Argentina, Barrick Gold, and Fortuna Silver Mines are expected to continue their production ramp-ups and benefit from strong global prices for their respective minerals. Statesman Examiner
• [New] Mining operations are concentrated in some of Argentina's economically challenged provinces, providing crucial employment opportunities in regions with limited alternative industries. Discovery Alert
• [New] In the short term, the influx of foreign currency from mining exports will continue to bolster Argentina's international reserves, providing crucial stability to an economy historically prone to currency volatility. Statesman Examiner
• [New] Argentina remains an important trade partner following Trump's recent meeting with President Milei, suggesting that expanded quota access or coordinated supply measures could form part of the US inflation response. Grain Central
• [New] Mining is often referred to as the third engine of the airplane that will ultimately enable Argentina to take off. Blue Dollar
• The Lithium Triangle-Argentina, Bolivia, and Chile - could supply up to 25% of global lithium by 2030, with Argentina standing out for its DLE potential and rising investment pipeline. Panorama Minero
• In 2025, Argentina's lithium output is projected to triple, boosting production to nearly 200,000 metric tons annually. Farmonaut
• The merged operation, representing US$ 1.8 billion in existing investments, aims to produce up to 150,000 MT per year of lithium carbonate equivalent through a three phase development approach that will employ DLE and solar evaporation. / Argentina Investing News Network (INN)

Last updated: 13 November 2025