{"id":69276,"date":"2026-04-21T12:15:10","date_gmt":"2026-04-21T15:15:10","guid":{"rendered":"https:\/\/safras.com.br\/es\/?p=69276"},"modified":"2026-04-21T12:15:10","modified_gmt":"2026-04-21T15:15:10","slug":"itau-superavit-comercial","status":"publish","type":"post","link":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/","title":{"rendered":"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi"},"content":{"rendered":"

Los analistas del banco <\/span>Ita\u00fa<\/b> actualizaron sus proyecciones para el sector externo de Argentina,<\/span> elevando el pron\u00f3stico de <\/span>super\u00e1vit comercial para 2026 a US$ 14.000 millones<\/b>,<\/span> lo que representa un salto significativo frente a los US$ 10.<\/span>000 millones estimados anteriormente.<\/span><\/p>\n

Esta mejora en el saldo de la balanza comercial tiene dos caras:<\/span> un s\u00f3lido desempe\u00f1o de los sectores exportadores estrat\u00e9gicos y una preocupante debilidad en el nivel de actividad interna<\/a><\/span>.<\/span><\/p>\n

\n

1. Los motores del super\u00e1vit: Petr\u00f3leo y Soja<\/h3>\n

La revisi\u00f3n al alza se fundamenta en la mejora de los t\u00e9rminos de intercambio y la producci\u00f3n primaria:<\/span><\/p>\n

    \n
  • \n

    Sector Energ\u00e9tico:<\/b> El incremento de los precios internacionales del petr\u00f3leo,<\/span> impulsado por las tensiones en Medio Oriente,<\/span> ha beneficiado directamente las exportaciones de la cuenca neuquina.<\/span><\/p>\n<\/li>\n

  • \n

    Cosecha Gruesa:<\/b> Los rindes de la soja para la campa\u00f1a actual han superado las expectativas iniciales de los analistas,<\/span> aportando un flujo de divisas mayor al proyectado.<\/span><\/p>\n<\/li>\n<\/ul>\n

    2. El \u00abLado B\u00bb: Desplome de las importaciones<\/h2>\n

    El crecimiento del super\u00e1vit est\u00e1 fuertemente influenciado por la ca\u00edda en las compras al exterior,<\/span> que promediaron una <\/span>contracci\u00f3n del 7,3% anual<\/b> en el primer trimestre de 2026.<\/span><\/p>\n

      \n
    • \n

      Debilidad Industrial:<\/b> El dato m\u00e1s cr\u00edtico es la ca\u00edda del <\/span>16,6% anual en importaciones de bienes de capital<\/b>,<\/span> un indicador que Ita\u00fa califica como una \u00abpreocupaci\u00f3n\u00bb central.<\/span><\/p>\n<\/li>\n

    • \n

      Se\u00f1al de Inversi\u00f3n:<\/b> Esta retracci\u00f3n sugiere que la inversi\u00f3n productiva sigue paralizada,<\/span> lo que podr\u00eda comprometer la velocidad de la recuperaci\u00f3n econ\u00f3mica a mediano y largo plazo.<\/span><\/p>\n<\/li>\n<\/ul>\n

      3. Contexto Macroecon\u00f3mico de Ita\u00fa<\/h2>\n

      Junto con el super\u00e1vit comercial,<\/span> la entidad tambi\u00e9n ajust\u00f3 otras variables clave en su \u00faltimo reporte:<\/span><\/p>\n

        \n
      • \n

        Inflaci\u00f3n:<\/b> Elev\u00f3 la proyecci\u00f3n para finales de 2026 de un 23,<\/span>5% a un <\/span>27,5%<\/b>,<\/span> debido al arrastre del primer bimestre y el precio de los combustibles.<\/span><\/p>\n<\/li>\n

      • \n

        Crecimiento:<\/b> Mantiene una estimaci\u00f3n de suba del <\/span>3,5% del PBI<\/b> para el a\u00f1o,<\/span> apoyada en el dinamismo del agro y la energ\u00eda.<\/span><\/p>\n<\/li>\n

      • \n

        Reservas:<\/b> El BCRA ya acumula compras por <\/span>US$ 4.000 millones<\/b> en lo que va del a\u00f1o,<\/span> alineado con la meta de alcanzar los US$ 10.<\/span>000 millones anuales.<\/span><\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        Los analistas del banco Ita\u00fa actualizaron sus proyecciones para el sector externo de Argentina, elevando el pron\u00f3stico de super\u00e1vit comercial para 2026 a US$ 14.000 millones, lo que representa un salto significativo frente a los US$ 10.000 millones estimados anteriormente. Esta mejora en el saldo de la balanza comercial tiene dos caras: un s\u00f3lido desempe\u00f1o […]<\/p>\n","protected":false},"author":13,"featured_media":67670,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[444],"tags":[334,574,607],"commodity":[],"class_list":["post-69276","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-noticias-financieras","tag-argentina-es","tag-itau","tag-superavit"],"acf":[],"yoast_head":"\nIta\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi - SAFRAS & Mercado<\/title>\n<meta name=\"description\" content=\"Ita\u00fa proyecta un super\u00e1vit de US$ 14.000 millones en 2026 por el alza del petr\u00f3leo y la soja, pese a la ca\u00edda del 16,6% en bienes de capital.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi - SAFRAS & Mercado\" \/>\n<meta property=\"og:description\" content=\"Ita\u00fa proyecta un super\u00e1vit de US$ 14.000 millones en 2026 por el alza del petr\u00f3leo y la soja, pese a la ca\u00edda del 16,6% en bienes de capital.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\" \/>\n<meta property=\"og:site_name\" content=\"SAFRAS & Mercado\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-21T15:15:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1621\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Horacio Vera\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Horacio Vera\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\"},\"author\":{\"name\":\"Horacio Vera\",\"@id\":\"https:\/\/safras.com.br\/es\/#\/schema\/person\/8a6e0df178260e340253292bf04da747\"},\"headline\":\"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi\",\"datePublished\":\"2026-04-21T15:15:10+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\"},\"wordCount\":366,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/safras.com.br\/es\/#organization\"},\"image\":{\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg\",\"keywords\":[\"ARGENTINA\",\"Ita\u00fa\",\"Super\u00e1vit\"],\"articleSection\":[\"Noticias Financieras\"],\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\",\"url\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\",\"name\":\"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi - SAFRAS & Mercado\",\"isPartOf\":{\"@id\":\"https:\/\/safras.com.br\/es\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg\",\"datePublished\":\"2026-04-21T15:15:10+00:00\",\"description\":\"Ita\u00fa proyecta un super\u00e1vit de US$ 14.000 millones en 2026 por el alza del petr\u00f3leo y la soja, pese a la ca\u00edda del 16,6% en bienes de capital.\",\"breadcrumb\":{\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#breadcrumb\"},\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage\",\"url\":\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg\",\"contentUrl\":\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg\",\"width\":1621,\"height\":1080,\"caption\":\"Fuente: Ministerio de Agricultura \u2014 argentina.gob.ar\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\/\/safras.com.br\/es\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/safras.com.br\/es\/#website\",\"url\":\"https:\/\/safras.com.br\/es\/\",\"name\":\"SAFRAS & Mercado\",\"description\":\"El ecosistema de agronegocios\",\"publisher\":{\"@id\":\"https:\/\/safras.com.br\/es\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/safras.com.br\/es\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/safras.com.br\/es\/#organization\",\"name\":\"SAFRAS & Mercado\",\"url\":\"https:\/\/safras.com.br\/es\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/safras.com.br\/es\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2023\/01\/cropped-favicon.png\",\"contentUrl\":\"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2023\/01\/cropped-favicon.png\",\"width\":512,\"height\":512,\"caption\":\"SAFRAS & Mercado\"},\"image\":{\"@id\":\"https:\/\/safras.com.br\/es\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/safras.com.br\/es\/#\/schema\/person\/8a6e0df178260e340253292bf04da747\",\"name\":\"Horacio Vera\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/safras.com.br\/es\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/bc30669cd90fb2e21304f48bfae82357e2f9224933e78600478745d017747a8f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/bc30669cd90fb2e21304f48bfae82357e2f9224933e78600478745d017747a8f?s=96&d=mm&r=g\",\"caption\":\"Horacio Vera\"},\"url\":\"https:\/\/safras.com.br\/es\/author\/sf_horacio\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi - SAFRAS & Mercado","description":"Ita\u00fa proyecta un super\u00e1vit de US$ 14.000 millones en 2026 por el alza del petr\u00f3leo y la soja, pese a la ca\u00edda del 16,6% en bienes de capital.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/","og_locale":"es_ES","og_type":"article","og_title":"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi - SAFRAS & Mercado","og_description":"Ita\u00fa proyecta un super\u00e1vit de US$ 14.000 millones en 2026 por el alza del petr\u00f3leo y la soja, pese a la ca\u00edda del 16,6% en bienes de capital.","og_url":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/","og_site_name":"SAFRAS & Mercado","article_published_time":"2026-04-21T15:15:10+00:00","og_image":[{"width":1621,"height":1080,"url":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg","type":"image\/jpeg"}],"author":"Horacio Vera","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Horacio Vera","Tiempo de lectura":"2 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#article","isPartOf":{"@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/"},"author":{"name":"Horacio Vera","@id":"https:\/\/safras.com.br\/es\/#\/schema\/person\/8a6e0df178260e340253292bf04da747"},"headline":"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi","datePublished":"2026-04-21T15:15:10+00:00","mainEntityOfPage":{"@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/"},"wordCount":366,"commentCount":0,"publisher":{"@id":"https:\/\/safras.com.br\/es\/#organization"},"image":{"@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage"},"thumbnailUrl":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg","keywords":["ARGENTINA","Ita\u00fa","Super\u00e1vit"],"articleSection":["Noticias Financieras"],"inLanguage":"es","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/","url":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/","name":"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi - SAFRAS & Mercado","isPartOf":{"@id":"https:\/\/safras.com.br\/es\/#website"},"primaryImageOfPage":{"@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage"},"image":{"@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage"},"thumbnailUrl":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg","datePublished":"2026-04-21T15:15:10+00:00","description":"Ita\u00fa proyecta un super\u00e1vit de US$ 14.000 millones en 2026 por el alza del petr\u00f3leo y la soja, pese a la ca\u00edda del 16,6% en bienes de capital.","breadcrumb":{"@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/safras.com.br\/es\/itau-superavit-comercial\/"]}]},{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#primaryimage","url":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg","contentUrl":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2025\/12\/granos1.jpeg","width":1621,"height":1080,"caption":"Fuente: Ministerio de Agricultura \u2014 argentina.gob.ar"},{"@type":"BreadcrumbList","@id":"https:\/\/safras.com.br\/es\/itau-superavit-comercial\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Portada","item":"https:\/\/safras.com.br\/es\/"},{"@type":"ListItem","position":2,"name":"Ita\u00fa eleva super\u00e1vit comercial de Argentina a US$ 14.000 mi"}]},{"@type":"WebSite","@id":"https:\/\/safras.com.br\/es\/#website","url":"https:\/\/safras.com.br\/es\/","name":"SAFRAS & Mercado","description":"El ecosistema de agronegocios","publisher":{"@id":"https:\/\/safras.com.br\/es\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/safras.com.br\/es\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"},{"@type":"Organization","@id":"https:\/\/safras.com.br\/es\/#organization","name":"SAFRAS & Mercado","url":"https:\/\/safras.com.br\/es\/","logo":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/safras.com.br\/es\/#\/schema\/logo\/image\/","url":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2023\/01\/cropped-favicon.png","contentUrl":"https:\/\/safras.com.br\/es\/wp-content\/uploads\/2023\/01\/cropped-favicon.png","width":512,"height":512,"caption":"SAFRAS & Mercado"},"image":{"@id":"https:\/\/safras.com.br\/es\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/safras.com.br\/es\/#\/schema\/person\/8a6e0df178260e340253292bf04da747","name":"Horacio Vera","image":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/safras.com.br\/es\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/bc30669cd90fb2e21304f48bfae82357e2f9224933e78600478745d017747a8f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/bc30669cd90fb2e21304f48bfae82357e2f9224933e78600478745d017747a8f?s=96&d=mm&r=g","caption":"Horacio Vera"},"url":"https:\/\/safras.com.br\/es\/author\/sf_horacio\/"}]}},"_links":{"self":[{"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/posts\/69276","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/comments?post=69276"}],"version-history":[{"count":1,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/posts\/69276\/revisions"}],"predecessor-version":[{"id":69277,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/posts\/69276\/revisions\/69277"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/media\/67670"}],"wp:attachment":[{"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/media?parent=69276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/categories?post=69276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/tags?post=69276"},{"taxonomy":"commodity","embeddable":true,"href":"https:\/\/safras.com.br\/es\/wp-json\/wp\/v2\/commodity?post=69276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}