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] By 2026, Argentina is projected to supply over 16% of the world's lithium, driven by sustainable brine extraction. Farmonaut
• [New] The most resilient projects will not only power a global energy revolution but ensure that rural Argentina, its water resources, and its agricultural base, continue to flourish. Farmonaut
• [New] Capital interest in Argentina is going to be strong, including investment by non-Chinese companies, because of the good relationship between Milei and [US President Donald] Trump. FastMarkets
• [New] At the local level, official projections place Argentina's lithium production at around 418,000 tonnes by 2030 and over 650,000 tonnes by 2035, potentially challenging Chile's leadership. Panorama Minero
• [New] Meteorologists are warning of a developing La Nina event that could devastate the 2026 harvest in Argentina, which is already struggling after weeks without precipitation. The Chronicle-Journal
• [New] Failure - especially regarding weather - could quickly alter Argentina's export trajectory for 2026. Bitget
• [New] Demand dynamics are shifting in ways that could support Argentina's position. Ainvest
• [New] Lithium Argentina revised mineral resources upward at its Cauchari-Olaroz operation in Jujuy province, Argentina, strengthening the phase 2 development plans that will double lithium carbonate equivalent production to 85,000 t / y. BNamericas
• [New] The current period of record production and favorable global prices offers a window of opportunity, but the long-term viability of Argentina's export-driven growth depends on balancing reform implementation with political and economic risks. Bitget
• [New] With Brazil's record output contributing to oversupply and shifting trade patterns, Argentina's success will rely on competitive pricing and favorable weather in the coming weeks. Bitget
• [New] The export growth thesis for Argentina is being buffeted by powerful external forces and a domestic policy framework that is both a catalyst and a source of risk. Ainvest
• [New] 2026 exports will reach $34.53 billion. / Argentina Ainvest
• [New] Oil price surges pose additional risks for Argentina's energy import bill, partially offset by rising Vaca Muerta production. The Rio Times
• [New] Argentina is gaining prominence as a key destination for mining investment, particularly given its potential in lithium and other minerals critical to the energy transition. World Fertilizer
• [New] Argentina will be the seventh leading exporter of wheat, shipping approximately 14 million tonnes. AgriBusiness Global
• [New] 2026/27 corn exports will decline to 3.1 billion bushels, a decrease of 200 million bushels, as competition from Brazil and Argentina increases. The FreightFA Brief
• [New] Globally, USDA projected Brazilian production, at 180 million metric tons, unchanged from last month, while production in Argentina is estimated at 48.0 mmt, decreased from 48.5 mmt last month. DTN Progressive Farmer
• [New] Argentina's production is forecast at 52 mmt, down 1 mmt, with 37 mmt in exports. DTN Progressive Farmer
• [New] In Argentina, after a very hot and dry January, rainfall was much improved in February and may have preserved some yield potential for late-planted crops. DTN Progressive Farmer

Last updated: 26 March 2026