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] In Latin America, the EU-Mercosur Agreement (Brazil, Argentina, Paraguay, Uruguay) already contains a digital trade chapter, which could serve as a platform for further joint initiatives. Think Tank Europa
• [New] Argentina's 2025-26 wheat crop is projected to reach a record level. MarketsFarm
• [New] Production in Argentina is now forecast by the Rosario Board of Trade at 24.5 million metric tons, up from a previous outlook for 23 million metric tons. Successful Farming
• [New] Innovative educational experiences from Argentina, Brazil, Ecuador, Colombia, and Bolivia will be shared, interweaving science, art, play, and community knowledge to understand and care for the microbial world, planetary health, and antibiotic resistance. react
• [New] While Argentina's decentralized approach attracts foreign investment, it exposes companies to reputational and operational risks tied to water scarcity and Indigenous land rights. Ainvest
• [New] Analysts forecast 'Geographic Revenue - Argentina' to reach $1.56 billion. Yahoo Finance
• [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
• Argentina's lithium potential is contingent upon forthcoming expansions, specifically the 17 planned new plants. Blue Dollar
• 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
• 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
• Looking further ahead, Argentina has the potential to become a dominant force in critical minerals. Statesman Examiner
• 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

Last updated: 20 November 2025