Según el reporte semanal de Ingeniería en Fertilizantes, las relaciones insumo-producto confirman el atractivo del precio de la urea. Las relaciones trigo/urea (2,76) y maíz/urea (2,99) se ubicaron cerca de su promedio histórico (2,62), quedando bastante por debajo del año anterior (3,00 y 3,44).
Comportamiento del mercado y valor del fósforo
A diferencia de semanas anteriores, las ofertas locales de urea lograron consolidarse en el rango de US$ 530 a US$ 560 por tonelada. La demanda reaccionó a dos velocidades: por un lado, los productores que compran estrictamente lo necesario para la logística de implantación; por el otro, firmas proactivas que cierran tramos parciales para el maíz al ver que los valores tocaron un piso. En contraste, las referencias trigo/MAP (4,91) y maíz/MAP (5,32) siguen un 40% a 50% por encima de su promedio histórico, lo que explica la caída en el uso de fertilizantes fosfatados.
Esta mejora en los costos nitrogenados fomenta los planteos tecnológicos en las regiones agrícolas. La tendencia acompaña las excelentes proyecciones de área para la siembra de trigo calculadas por las bolsas de comercio, lo que podría consolidar el repunte esperado en el PBI de Argentina hacia finales del año.
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