Especial para www.agromedios.com,<\/p>\n\n\n\n
escribe Francisco Ferrer<\/p>\n\n\n\n
Los precios de la soja\u00a0retroceden lentamente<\/strong>\u00a0debido a la\u00a0incertidumbre sobre la demanda de China<\/strong>\u00a0y la falta de noticias alcistas.<\/p>\n\n\n\n \u00a0Persisten las dudas sobre si China concretar\u00e1 las grandes compras de soja estadounidense comprometidas para fines de febrero, lo que alimenta las expectativas de un\u00a0aumento en los stocks finales de EE. UU.<\/strong>, proyectados a superar los\u00a010,9 millones de toneladas<\/strong>.<\/p>\n\n\n\n China registr\u00f3 un\u00a0r\u00e9cord<\/strong>\u00a0de importaciones entre enero y octubre de 2025 (95,7 millones de toneladas), impulsado por Sudam\u00e9rica. Sin embargo, los analistas prev\u00e9n una\u00a0moderaci\u00f3n<\/strong>de las compras hacia fin de a\u00f1o debido a los altos inventarios internos y una demanda m\u00e1s d\u00e9bil de harina de soja.<\/p>\n\n\n\n Las\u00a0condiciones clim\u00e1ticas favorables en Brasil<\/strong>\u00a0sugieren una producci\u00f3n superior a la estimada, con la cosecha a pocas semanas de empezar. Paralelamente,\u00a0Argentina y Brasil<\/strong>\u00a0muestran un\u00a0fuerte impulso exportador<\/strong>, consolidando al Cono Sur como proveedor clave de China. Los operadores llegan al pr\u00f3ximo informe del USDA con\u00a0posiciones bajistas<\/strong>, esperando un incremento en los stocks de EE. UU. (promedio del mercado: 8,4 millones de toneladas).<\/p>\n\n\n\n \u00a0La atenci\u00f3n est\u00e1 puesta en el\u00a0informe WASDE<\/strong>\u00a0del martes, la decisi\u00f3n de\u00a0tasas de la Reserva Federal<\/strong>\u00a0el mi\u00e9rcoles, y el\u00a0clima en Sudam\u00e9rica<\/strong>, que est\u00e1 influyendo en el potencial de la cosecha 2025\/26.<\/p>\n\n\n\n El mercado navega un escenario donde la\u00a0pol\u00edtica y la geopol\u00edtica<\/strong>\u00a0(tasas, d\u00f3lar, acuerdo con China, decisiones internas) est\u00e1n\u00a0dictando el pulso de los precios<\/strong>\u00a0por encima de los fundamentos tradicionales de oferta y demanda.<\/p>\n","protected":false},"excerpt":{"rendered":" Especial para www.agromedios.com, escribe Francisco Ferrer Los precios de la soja\u00a0retroceden lentamente\u00a0debido a la\u00a0incertidumbre sobre la demanda de China\u00a0y la falta de noticias alcistas. \u00a0Persisten las dudas sobre si China concretar\u00e1 las grandes compras de soja estadounidense comprometidas para fines de febrero, lo que alimenta las expectativas de un\u00a0aumento en los stocks finales de EE. […]<\/p>\n","protected":false},"author":2,"featured_media":14357,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[38],"tags":[49],"class_list":["post-14356","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mercados","tag-e","entry","has-media"],"featured_image_urls":{"full":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters.webp",2500,1251,false],"thumbnail":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-150x150.webp",150,150,true],"medium":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-300x150.webp",300,150,true],"medium_large":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-768x384.webp",768,384,true],"large":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-1024x512.webp",1024,512,true],"1536x1536":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-1536x769.webp",1536,769,true],"2048x2048":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-2048x1025.webp",2048,1025,true],"ocean-thumb-m":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-600x600.webp",600,600,true],"ocean-thumb-ml":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMarcelinoReuters-800x450.webp",800,450,true],"ocean-thumb-l":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2025\/12\/FarmerBahia1920x960byUesleiMa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