{"id":9098,"date":"2022-07-27T20:28:06","date_gmt":"2022-07-27T20:28:06","guid":{"rendered":"https:\/\/dairylando.com\/?p=5926"},"modified":"2025-03-25T02:25:22","modified_gmt":"2025-03-25T02:25:22","slug":"mercado-internacional-2022-segun-usda","status":"publish","type":"post","link":"https:\/\/dairylando.com\/en\/mercado-internacional-2022-segun-usda\/","title":{"rendered":"International market of dairy 2022, according to USDA"},"content":{"rendered":"\n
\"\"<\/a><\/figure>\n\n\n\n

La invasi\u00f3n rusa sobre territorio ucraniano parece interminable y mantiene el efecto bajista sobre el comercio internacional. Esto sum\u00f3 presi\u00f3n a la ya existente crisis comercial generada por el COVID en 2020 y el rebrote de casos en China 2022 teniendo que volver al encierro en las ciudades emblema de la econom\u00eda oriental como Beijing y Shanghai durante el primer semestre 2022. El encarecimiento de los granos, fertilizantes y la energ\u00eda meti\u00f3 presi\u00f3n a la producci\u00f3n primaria y en los principales pa\u00edses exportadores el 2022 ser\u00e1 un a\u00f1o de retroceso en su producci\u00f3n de leche con un volumen -1% estimado de merma. Es que los precios al productor en todos lados han crecido sensiblemente pero los costos han crecido m\u00e1s y no alcanza. Esta reducci\u00f3n en producci\u00f3n genera una menor oferta exportadora que viene muy bien para descomprimir la ca\u00edda de los precios y evitar una acumulaci\u00f3n de stocks. <\/p>\n\n\n\n

En julio 2022 el USDA public\u00f3 su habitual reporte Dairy: World Markets and Trade<\/a> con la evoluci\u00f3n de producci\u00f3n, consumo, importaci\u00f3n y exportaci\u00f3n para la leche y los principales l\u00e1cteos del intercambio comercial global. Haciendo un sencillo ejercicio comparamos la variaci\u00f3n esperada para el corriente a\u00f1o 2022 en los vol\u00famenes totales exportados y en los vol\u00famenes totales importados con respecto al a\u00f1o pasado para tener una idea del saldo final. Surgi\u00f3 el siguiente gr\u00e1fico que compartimos:<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Lo que observamos aqu\u00ed es que para nuestros principales productos exportados vamos a tener por un lado tensi\u00f3n positiva en el mercado de la Leche en Polvo Entera<\/strong> ya que el volumen exportado sufrir\u00e1 una ca\u00edda mayor (-6%) a la ca\u00edda del volumen importado (-3%) lo cual es un aliciente para los precios. Por el lado de los Quesos<\/strong> habr\u00eda un volumen superior exportado en 2022 que la que hubo en 2021 (un +2% extra), un aumento del +1% en los volumenes importados, lo cual podr\u00eda sugerir presi\u00f3n sobre los precios.<\/p>\n\n\n\n

Marcos Snyder<\/a><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

[twitter-follow screen_name=’dairylando’]<\/p>\n\n\n\n

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

La invasi\u00f3n rusa sobre territorio ucraniano parece interminable y mantiene el efecto bajista sobre el comercio internacional. Esto sum\u00f3 presi\u00f3n 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invasi\u00f3n rusa sobre territorio ucraniano parece interminable y mantiene el efecto bajista sobre el comercio internacional. Esto sum\u00f3 presi\u00f3n […]","_links":{"self":[{"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/posts\/9098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/comments?post=9098"}],"version-history":[{"count":1,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/posts\/9098\/revisions"}],"predecessor-version":[{"id":10265,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/posts\/9098\/revisions\/10265"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/media\/10262"}],"wp:attachment":[{"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/media?parent=9098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/categories?post=9098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dairylando.com\/en\/wp-json\/wp\/v2\/tags?post=9098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}