{"id":10592,"date":"2025-04-19T11:12:09","date_gmt":"2025-04-19T11:12:09","guid":{"rendered":"https:\/\/dairylando.com\/?p=10592"},"modified":"2025-04-19T12:38:59","modified_gmt":"2025-04-19T12:38:59","slug":"recuperando-el-terreno-perdido","status":"publish","type":"post","link":"https:\/\/dairylando.com\/en\/recuperando-el-terreno-perdido\/","title":{"rendered":"Regaining lost ground"},"content":{"rendered":"
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Dairy argentina rearranges itself: there are signs of recovery in a new economic scenario<\/strong><\/p>\n\n\n\n

2025 started with encouraging signs for the dairy production in argentina. After 2024, which left deep traces in the sector \u2014particularly in its first half\u2014 the first three months of this year show a cumulative growth of +10.9% in the production of milk<\/strong> compared with the same period of the previous year (see graphic \u201cmilk Production in Argentina\u201d). This spike, however, should be read with caution: it relies on a comparative basis weakened, which will smooth your impact percentage as the year progresses. The projections point to a total increase of +5% to 2025<\/strong>, consolidating a modest recovery generated by a shortage of cows.<\/p>\n\n\n\n

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The stock level of the milk turns on a yellow light as it also showed a growth of +4.6 per cent year-on-year <\/strong>February 2025, despite the production in a stretch down the curve seasonal \u2014who, as is well known, has its peak in October and declines up to march\u2014. This behavior is explained by two key factors<\/strong>: the still weak domestic consumption<\/strong> and a few exports still could not get traction with enough force<\/strong>although there are signs of improvement. In the thermometer "Stock dairy Industry," it is observed that up to February there is enough milk to meet the internal market and the external. The sensors of the demand (and the interpretation of the information generated as "Sales to the domestic market" for example) is in the Industry.<\/p>\n\n\n\n

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But there are positive signs in the domestic market. One of the more prominent of the beginning of 2025 was the increase in +18% in the sales of dairy products to the domestic market during the first two months<\/strong>. This upload marks a change of trend in the consumption<\/strong>, which had been stalled, and introduces a glimmer of hope for a chain that you need urgent reactivation before the spring<\/strong>, time in which the greater volume of milk seasonal may exercise a strong downward pressure on the price to the producer<\/strong> if the demand is not accompanied. In the next chart, we look at the growth in the demand for the product where all the products grew in consumption except the Dairy-based desserts and puddings<\/em> representing the dairy more expensive<\/p>\n\n\n\n

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New economic scenario: the free market exchange rate, and external opportunities<\/strong><\/p>\n\n\n\n

All of this occurs within the framework of a structural change in the economic policy<\/strong> of the country: the release of the exchange control <\/strong>and the elimination of a variety of dollars \u201cvirtual\u201d as the \u201cdollar exporter\u201d. Since April, the exchange rate came to be ruled by the free market, and in his first week showed a rise +6,2%<\/strong>, which improves the incentives to export dairy products<\/strong>. In the following table, we can observe the variations observed between Friday price and the Monday of the \u201cRelease\u201d:<\/p>\n\n\n\n

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In this new context, whole milk powder \u2014main export product of the sector\u2014 nearly 4.300 dollars per ton FOB in sales to Brazil<\/strong>, returning to put a value on a business that was hit<\/strong> by low margins and regulatory uncertainty. <\/p>\n\n\n\n

The challenge for the rest of the year will be to sustain this incipient recovery in an environment still volatile. The reactivation of domestic consumption<\/strong>, the advantage of external opportunities<\/strong> and the ordering macroeconomic<\/strong> will be the determining factors in 2025 will not only be in numbers as a year of rebound, but as the beginning of a cycle, more virtuous for the dairy argentina.<\/p>\n\n\n\n

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Follow <\/div><\/path><\/svg><\/span><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

La lecher\u00eda argentina se reacomoda: hay se\u00f1ales de recuperaci\u00f3n en un nuevo escenario econ\u00f3mico El 2025 comenz\u00f3 con signos alentadores 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lecher\u00eda argentina se reacomoda: hay se\u00f1ales de recuperaci\u00f3n en un nuevo escenario econ\u00f3mico El 2025 comenz\u00f3 con signos alentadores 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