the Argentina Going through a campaign wheat Historical, with very high yields and predictable production register: 25.5 million tons. This productivity jump has already begun to appear in the field of logistics. So far this month, The entry of trucks loaded with grain into the country’s various ports increased by 24% year on year. In the period from November 1 to 26 of last year, 150,624 units were registered, and in the same period in 2025, 187,148 were registered.
In this context of mass production, there are nonetheless tensions in the wheat market. Producers’ complaints about cuts due to low protein were added to complaints about the management of quotas granted to exporters. The brokers pointed out that “some buyers” do not give shares to unload already agreed deals, but offer an immediate share after the price is discounted.
to emilis ter, Specialized in the Rosario Stock Exchange (PCR), Truck revenue numbers are in line with the increase in production: “The greater harvest is reflected in logistics, with a 24% growth in trucks heading to the port, and the best place specifically is where it is being harvested now. The north has already been harvested and now it is widespread in the center of the country.” He explained. The BCR reported that grain shipments in November reached an unusual volume: 1.2 million tonsThis is a record number more than double what it was in the same month last year.
fernando torrin, From Agroentregas, he noted that at the moment there are no major congestions on the roads surrounding the Gran Rosario port terminals, but warned that the number of trucks is increasing every day and that, if the good weather continues, it could generate “Some sporadic bottlenecks.”. He also highlighted the size of the difference compared to last year: “The difference is small compared to 2024. In November last year there were about 450 trucks per day, and yesterday, almost 2,500.”
He also pointed out that not all the harvest flows to the stations, because “A lot is put in their pockets and deposited in the asset.” On condition “The source gives less than what is required” Regarding classes.
This latest situation was what prompted the Rosario Center for Grain Brokers to issue a statement warning of alleged maneuvers that they confirmed were affecting the functioning of the market. He pointed out: “We warn our organization against this problematic situation with the wheat campaign that changes the freedom of action and credibility of markets by not granting a quota for downloading agreed works with specific maturities, and then offering them later at significant discounts or giving priority to downloading direct works.”
In conversation with nation, Sources of business activity explained: “We are facing a very important wheat crop, and in recent weeks we have seen something specific: in terms of already confirmed business, with agreed delivery, they do not offer space. They only offer you space if you accept instant download with discounts, ranging from $5 to $20.”
The source stressed that this practice has nothing to do with quality or usual rewards: “If quality comes with some discount, it makes sense that this would be reflected in the price. But here it is not the case. We are talking about companies that are already proven, where suddenly they do not give you the quota, and in parallel, they give priority to other equal companies, but they apply a discount. That is the point.”
For its part, export sources indicated that commercial operations respond to individual decisions and not to coordinated action between companies. “Each company deals directly with its customers, including direct purchasing from producers and indirect purchasing through collectors, brokers and cooperatives, as is often the case.” Determine.
He noted that business decisions are made independently and that factors such as the level of shipping records each company has have an impact. In this regard, he said: “The Defense of Competition Act prohibits any kind of public and collective positions, and each company makes its own decision in this regard, and therefore, it also relies a lot on the shipping records it has for wheat.”
Regarding external movement, he described that the international market still does not show strong signs of demand for Argentine wheat. For this reason, consider that companies may operate with certain limitations in their planning. “Wheat shipment records have not expanded, given that we have not yet received demand for Argentine wheat. Therefore, it is very likely that exporting companies will be affected by the volume of supplies they need in the coming weeks.”He pointed out.
Finally, avoid referring to specific cases such as those mentioned by the Grain Corridor Center in Rosario: “I don’t know what type of company and what specific process drives this type of data from the Corridors Center.”