“Estocada final para el trigo argentino”

Nos vamos acercando al comienzo fuerte de la cosecha argentina de trigo 2014/15. Y a medida que pasan los días y nos acercamos al mencionado instante, las complicaciones y problemas arrasan con las posibilidades de que los productores tengan una zafra mejor a la de los años anteriores. Por un […]

Nos vamos acercando al comienzo fuerte de la cosecha argentina de trigo 2014/15. Y a medida que pasan los días y nos acercamos al mencionado instante, las complicaciones y problemas arrasan con las posibilidades de que los productores tengan una zafra mejor a la de los años anteriores.
Por un lado están los problemas climáticos que están generando las últimas tormentas, donde la virulencia de las mismas, con mucho viento, fuerte caída de agua y granizo perjudican frontalmente a los plantíos en vísperas de ser cosechados. Por otro, nos encontramos con que la total falta de transparencia del mercado ya es moneda corriente, donde los compradores no tienen intenciones de ocultar su proceder al respecto. En los últimos días los productores fueron testigos de como los exportadores y molineros comenzaron a dar sus precios de compras con valores muy por debajo de lo que verdaderamente podrían pagar. Porque si hacemos un cálculo de cuanto es lo que los chacareros deberían estar recibiendo por una tonelada de trigo, de acuerdo al valor internacional, vemos que el hombre de campo argentino recibe entre 50 y 70 dólares menos a lo que les correspondería.
Lógicamente no tan sólo el precio es contrario a los intereses de los productores, los compradores de la industria y de la exportación aprovechan para imponer sus condiciones para los negocios a fijar precio, de almacenaje, carga de camiones e infraestructura de descarga y almacenamiento. Así es como el que sembró el “noble cereal” se encuentra con todas las chances de salir perjudicado.
“Siempre los exportadores hicieron con nosotros lo que quisieron. Pero hubo años que nos respetaban un poco al menos” manifestaba un importante productor triguero bonaerense en los pasillos de la Bolsa de Cereales de Buenos Aires.
El productor triguero ve como los caminos vecinales no se han arreglado, los desagües continúan tapados, las capas freáticas a punto de saturarse, las tormentas con más periodicidad de lo habitual, con exceso de caída de precipitaciones, viento y granizo, que genera rotura y caída de espigas, y en algunos casos revuelco de plantas. Todo esto generaría menores rindes por hectárea y problemas de calidad comercial. Porque si continúan los días húmedos y con calor, siendo los ingredientes necesarios e ideales para la parición del “fusarioum” (enfermedad fúngica de las peores) traería inconvenientes en la comercialización de trigo de calidad inferior.
Continúa cerrada la exportación de trigo porque el Gobierno nacional a través de las autoridades del Ministerio de Agricultura y el de Economía no autorizan nuevas ventas al extranjero.
Por eso, los exportadores compran poco, y al precio que se les ocurre.
A los molineros le pasa algo similar. Si no tienen que competir con los exportadores, teniendo la certeza que habrá mucho más trigo del que necesitan para moler, porque se van a apurar a comprar, conociendo que tendrán oferta “barata” todo el año.
De esta forma, el mercado de trigo nacional entró en el peor y más obscuro de los escenarios.
Adiós a los días de los mercados transparentes, con competencia, con el libre juego de la oferta y la demanda.
Eso fue en otros tiempos, que quizás, no volverán.

Alejandro Ramírez
Analista Agropecuario.

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