In July 2025, beef exports reached a value of 346.9 million dollars, an increase of 51.7% compared to the same month of 2024. This increase is due to a notable rise in the average price per ton, which reached $ 5.577. Despite these positive results, the total volume accumulated in the first seven months of the year, of 376,245 tons, remains 14.5% lower than the previous year.
China‘s challenge and competition with Brazil
Market analysis shows a slight setback in sales to China in July, with a 7% drop in volume compared to June. This trend could be deepened in August due to the commercial disruption caused by the new tariffs imposed by the United States to Brazil. With a 76.4% final tariff to enter the North American market, Brazil is forced to redirect its surpluses of meat towards other destinations, with China as the main focus.
This redirection of Brazilian meat flows represents a significant challenge for Argentina, which has its main buyer in China. The preliminary data of August, based on the Senasa certifications, already anticipate a new retraction in the exportable volumes of Argentine meat towards the Asian giant.
Inventories in China and future projections
Another worrying indicator is the increase in meat stocks imported in Chinese warehouses. An index prepared by the Oig+X consultant shows an increase in inventories of 10 basic points so far this year, which could reflect greater difficulty of the Chinese market to absorb merchandise.
Compensating the drop of 54,500 tons in the accumulated volume and reaching the export levels of 2024 would imply increasing the rhythm of shipments by 25% during the remaining months. This goal, a priori, is presented as an ambitious challenge in the new game scenario that is configured in the global market.
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Drafting by DataPortary
