{"id":19913,"date":"2023-09-20T18:52:11","date_gmt":"2023-09-20T23:52:11","guid":{"rendered":"https:\/\/backup.primeaction.com\/sp\/?p=19913"},"modified":"2023-09-20T18:52:11","modified_gmt":"2023-09-20T23:52:11","slug":"agronegocios-y-la-ciclicidad-productiva-se-acumularan-los-inventarios","status":"publish","type":"post","link":"https:\/\/backup.primeaction.com\/sp\/agronegocios-y-la-ciclicidad-productiva-se-acumularan-los-inventarios\/","title":{"rendered":"Agronegocios y la ciclicidad productiva; \u00bfse acumular\u00e1n los inventarios?"},"content":{"rendered":"

El ciclo agr\u00edcola del hemisferio norte entra en el \u00faltimo tercio de la faena. Vamos a las labores de cosecha. En los d\u00edas a seguir escucharemos mejores opiniones del campo, los reportes de rendimientos ser\u00e1n m\u00e1s exactos y as\u00ed, la contabilidad de las existencias nos dejar\u00e1 menos elementos a tener que adivinar.<\/p>\n

Al momento, la adivinanza constante nos expone al cambio s\u00fabito de precios y eso en un ambiente inflacionario magnifica efectos restrictivos en el consumo.<\/p>\n

Se dice que el punto en donde una intenci\u00f3n de compra encuentra una intenci\u00f3n de venta se sella etiquetando un precio; sin embargo, estos elementos no siempre reflejan valor, pues nuestros mercados est\u00e1n m\u00e1s all\u00e1 de que el valor se exprese de manera permanente pues no toda compra resulta en consumo, y no toda venta en capacidad de abasto.<\/p>\n

El choque permanente de los vectores arr\u00edtmicos del mercado nos resta objetividad cuando interpretamos fundamentales y fuerzas de oferta y demanda.<\/p>\n

\u00bfMedio denso el p\u00e1rrafo anterior no crees? Bueno pues hag\u00e1moslo m\u00e1s digestible si me lo permites.<\/p>\n

Te invito a que pienses en Ucrania. Como sabes, Rusia no apoya m\u00e1s el tr\u00e1nsito libre de granos por el Mar Negro y con ello un abasto potencial y existente (grano en Ucrania) no est\u00e1 t\u00e9cnicamente disponible.<\/p>\n

Si analizas una hoja de balance, debes contabilizar esa existencia y si lo haces, equivocar\u00e1s el an\u00e1lisis, pues resulta poco claro el precio al que ese inventario se har\u00e1 disponible.<\/p>\n

L\u00f3gicamente si a esto agregamos el vector de la demanda que no es consumo, podr\u00edamos poner como ejemplo a Egipto, quien dice tener grano inventariado para 5 meses de consumo, o China que guarda reservas estrat\u00e9gicas.<\/p>\n

Ese tipo de compras crean demanda, pero no es consumo. Y l\u00f3gicamente a todo esto tenemos que agregar la opini\u00f3n de los especuladores, quienes compran o venden seg\u00fan entiendan se encuentre el bot\u00edn.<\/p>\n

Bueno, pues digamos que lo anterior nos da el entorno, y lo que resta s ver c\u00f3mo la oferta en tiempos de cosecha se hace presente, o c\u00f3mo la demanda ausente.<\/p>\n

El mundo no se detiene y en M\u00e9xico, seguimos con los discursos obtusos de una matriz de autosuficiencia alimentaria que dista cada vez m\u00e1s de ser un tema congruente.<\/p>\n

Los precios agr\u00edcolas no se ven muy alentadores para los productores nacionales; la comercializaci\u00f3n ser\u00e1 sin duda un reto m\u00e1s all\u00e1 de lo explicable.<\/p>\n

\u00bfEst\u00e1s en buenas manos?<\/p>\n","protected":false},"excerpt":{"rendered":"

El ciclo agr\u00edcola del hemisferio norte entra en el \u00faltimo tercio de la faena. Vamos a las labores de cosecha. En los d\u00edas a seguir escucharemos mejores opiniones del campo, los reportes de rendimientos ser\u00e1n m\u00e1s exactos y as\u00ed, la contabilidad de las existencias nos dejar\u00e1 menos elementos a tener que adivinar.<\/p>\n","protected":false},"author":10,"featured_media":19915,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-post.php","format":"standard","meta":{"_eb_attr":"","site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_mbp_gutenberg_autopost":false,"fifu_image_url":"https:\/\/www.eleconomista.com.mx\/__export\/1695085047553\/sites\/eleconomista\/img\/2023\/09\/18\/agricultores.jpg_1015297232.jpg","fifu_image_alt":"Agronegocios y la ciclicidad productiva; \u00bfse acumular\u00e1n los inventarios?","footnotes":""},"categories":[6],"tags":[],"class_list":["post-19913","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-post-agronegocios"],"yoast_head":"\nAgronegocios y la ciclicidad productiva; \u00bfse acumular\u00e1n los inventarios? · Prime Action Consulting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/backup.primeaction.com\/sp\/agronegocios-y-la-ciclicidad-productiva-se-acumularan-los-inventarios\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agronegocios y la ciclicidad productiva; \u00bfse acumular\u00e1n los inventarios? · Prime Action Consulting\" \/>\n<meta property=\"og:description\" content=\"El ciclo agr\u00edcola del hemisferio norte entra en el \u00faltimo tercio de la faena. 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