{"id":16497,"date":"2026-04-03T12:00:41","date_gmt":"2026-04-03T15:00:41","guid":{"rendered":"https:\/\/agromedios.com\/new\/?p=16497"},"modified":"2026-04-03T12:02:21","modified_gmt":"2026-04-03T15:02:21","slug":"mercados-entre-el-efecto-usda-y-la-tension-geopolitica","status":"publish","type":"post","link":"https:\/\/agromedios.com\/new\/mercados-entre-el-efecto-usda-y-la-tension-geopolitica\/","title":{"rendered":"Mercados: entre el \u00abEfecto USDA\u00bb y la tensi\u00f3n geopol\u00edtica"},"content":{"rendered":"\n<p>Especial para www.agromedios.com,<\/p>\n\n\n\n<p>escribe Francisco Ferrer<\/p>\n\n\n\n<p>La semana de los mercados agr\u00edcola y energ\u00e9ticos ha estado marcada por una fuerte volatilidad, donde el sector agroindustrial intent\u00f3 asimilar las nuevas proyecciones de siembra en EE. UU., mientras los mercados globales reaccionaban con nerviosismo ante la escalada del conflicto en Medio Oriente.<\/p>\n\n\n\n<p>En un momento at\u00edpico por el receso de Pascuas, el mercado de <strong>Chicago<\/strong> mostr\u00f3 una tendencia alcista para la soja y los cereales. El motor principal fue el informe trimestral del USDA para la campa\u00f1a 2026\/27:<\/p>\n\n\n\n<p>El USDA proyect\u00f3 un \u00e1rea de siembra de <strong>34,28 millones de hect\u00e1reas<\/strong> (+4,3%). Aunque representa un crecimiento, la cifra se situ\u00f3 por debajo del <strong>5,3%<\/strong> que anticipaba el mercado, disparando las compras por cobertura.<\/p>\n\n\n\n<p><strong>Mientras que en Chicago, la <\/strong>oleaginosa repunt\u00f3 <strong>US$ 4,59<\/strong>, negoci\u00e1ndose a un precio de referencia de <strong>US$ 430,27<\/strong> por tonelada (contrato mayo).<\/p>\n\n\n\n<p>El analista argentino, Eugenio Irazuegui (Zeni) destac\u00f3 que la estabilidad inicial de la rueda se quebr\u00f3 abruptamente tras las cifras oficiales, las cuales impactaron de forma alcista inmediata debido al ajuste en la intenci\u00f3n de \u00e1rea en EE. UU.<\/p>\n\n\n\n<p>Por otro lado, el panorama energ\u00e9tico volvi\u00f3 a tensionarse dr\u00e1sticamente, ya que el presidente de EE. UU., <strong>Donald Trump<\/strong>, se\u00f1al\u00f3 que los ataques contra Ir\u00e1n se intensificar\u00e1n, marcando un giro hacia un conflicto m\u00e1s prolongado.<\/p>\n\n\n\n<p>El crudo reaccion\u00f3 de inmediato y el <strong>Brent<\/strong> super\u00f3 los <strong>US$ 110<\/strong> por barril (un salto del 7%), mientras que el <strong>WTI<\/strong> avanz\u00f3 un <strong>8,4%<\/strong>, ubic\u00e1ndose por encima de los <strong>US$ 108<\/strong>.<\/p>\n\n\n\n<p><strong>El <\/strong>foco permanece en el <strong>Estrecho de Ormuz<\/strong>, punto cr\u00edtico por donde transita el 20% del petr\u00f3leo mundial. La falta de se\u00f1ales de una reapertura fluida refuerza el riesgo sobre la oferta global.<\/p>\n\n\n\n<p>El cambio de expectativas golpe\u00f3 la confianza de los inversores, provocando un repliegue en las bolsas en Asia con ca\u00eddas de hasta <strong>4,7%<\/strong> en Corea del Sur y <strong>2,4%<\/strong> en Jap\u00f3n.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Especial para www.agromedios.com, escribe Francisco Ferrer La semana de los mercados agr\u00edcola y energ\u00e9ticos ha estado marcada por una fuerte volatilidad, donde el sector agroindustrial intent\u00f3 asimilar las nuevas proyecciones de siembra en EE. UU., mientras los mercados globales reaccionaban con nerviosismo ante la escalada del conflicto en Medio Oriente. En un momento at\u00edpico por [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":16499,"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":[8],"tags":[45],"class_list":["post-16497","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economia","tag-a","entry","has-media"],"featured_image_urls":{"full":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz.webp",2560,1706,false],"thumbnail":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-150x150.webp",150,150,true],"medium":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-300x200.webp",300,200,true],"medium_large":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-768x512.webp",768,512,true],"large":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-1024x682.webp",1024,682,true],"1536x1536":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-1536x1024.webp",1536,1024,true],"2048x2048":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-2048x1365.webp",2048,1365,true],"ocean-thumb-m":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-600x600.webp",600,600,true],"ocean-thumb-ml":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-800x450.webp",800,450,true],"ocean-thumb-l":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/04\/estrecho-de-Ormuz-1200x700.webp",1200,700,true]},"author_info":{"info":["Agromedios"]},"category_info":"<a 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