more hectares, more kilos and more uncertainty

Extremadura has just started the campaign for one of the crops in which it stands out not only nationally but also internationally. European scale: tobacco. In recent days, the seedlings have begun to leave the nurseries towards the regions where around 98% of all ‘tobacco made in Spain’ production is concentrated. The news is interesting not only because of what it means for regions such as Campo Arañielo, La Vera, Alagón, Talayuela or Navalmoral de la Mata, where tobacco farmers work. This year the sector is grabbing attention also due to the context, marked by two apparently contradictory factors: uncertainty and the increase in both cultivated hectares and contracted merchandise. Is it going to be cultivated more? That’s how it is. Coinciding with the start of the Extremaduran campaign, the National Federation of Tobacco Growers confirmed A few days ago, the Efe Agro agency reported that 6,496 hectares will be planted this year, almost 7% more than last year. The figure is still very far from the cultivated area at the beginning of the last decade, when in Spain the 10,000 hectaresbut maintains the growth trend of recent years. In fact, it exceeds the data from 2022, 2023 and 2024 registered by the Government. While waiting for the final balance of 2025, last year the sector spoke of an area of 6,400 ha throughout the country. The cultivated land is not the only thing that increases. There are signs that also indicate an increase in the amount of tobacco reserved by operators in the sector. The Interprofessional Tobacco Organization of Spain (Oitab) has increased its hiring in Extremadura to 23.69 million kilos, about 723,600 kilos more than in 2025. The public firm Cetarsa ​​will also buy 5% more than last season, which is equivalent to 16.65 million kilos. Additionally, Deltafina will buy 3.62 million and Mella 3.41. Is this good news for the sector? The director of Oitab defends that the increase is “very positive” and recalls that the sector has been growing for five years. However, it is not all good news for Extremaduran farmers, who this campaign will be forced to deal with a scenario marked by uncertainty. The hangover from the Iran war will force them to deal with the rising fuel price and of fertilizersbut above all they are focused on something else: the yield of the harvest. As they explain farmers to The Newspapercultivating more hectares does not necessarily mean that you will earn more money. In fact, 7% more planted area does not guarantee that they will harvest 7% more tobacco. In March Asaja I already warned of the consequences that restrictions on certain phytosanitary products will have. Specifically, the organism critical two measures: the veto of Dichloroprene 1.3 and the restrictions on Metam Sodium. Is it that important? Dionisio Sánchez, manager of the Agrarian Transformation Society (SAT) Asociación Agrupación TAB, the largest producer cooperative, he complained recently in The Newspaper that the sector does not have the same resources as other years to treat the fields, and warned of the consequences of these restrictions: “We do not have means of production.” “Yields are going to decrease, many farmers have put in more hectares to see if they can get the same kilos,” insisted. Added to this factor is another that also explains the increase in cultivated area: the gradual loss of attractiveness of corn has led some farmers to abandon the cereal and switch to tobacco. The group is also not entirely satisfied with the prices of the companies that work with their crops. For example, although Cetarsa ​​will slightly increase the money it pays for each kilo of tobacco, there are those in the sector who believe that it is not enough. Especially since the calculations were made before the war in Iran affected the prices of two key inputs for farmers (both those dedicated to tobacco in Extremadura and the rest): diesel fuel and fertilizer. This change of scenery is probably kept in mind. in junewhen the contracted volumes are reviewed. Is it just agriculture? No. As the sector frequently insists, the tobacco industry has an economic and social dimension that goes beyond the cultivated plots. Fernando Vaquero, director of Oitab, remembers for example that in Extremadura alone there are around 20,000 families that depend on the crop. Last year AFI and the Tobacco Table published a study that estimates that the sector generates 69 million of euros of added value in Extremadura and support some 1,050 direct jobs. How does it affect the population? If the data were not important in itself, there is another factor to take into account: a good part of this economic pulse beats in rural areas, which demonstrates for the sector its value when establishing “productive fabric and local employment.” If the focus is expanded and goes beyond agriculture, AFI calculates that tobacco will leave Extremadura 126 million. To this impact we should add the one it leaves in Castilla y León, Castilla-La Mancha or Extremadura (where there are also plantations) and the Canary Islands, Cantabria and Madrid, which also benefit from the industry’s production chain. Perhaps to support this activity, the Ministry of Agriculture, Livestock and Sustainable Development of Extremadura recently announced that it would allocate five million euros to help Integrated Tobacco Production to 500 farmers. Is everything positive for the sector? No. Even though the cultivated area grows this year in Extremadura, the ministry’s data show that Spain continues to dedicate much less land to the tobacco used in 2014. Production is also clearly lower. It is not something that happens only in our country. The EU recognize that cultivation has been progressively decreasing in recent decades, and in a clear way as well: from 400,000 t at the beginning of the 90s it went to 140,000 t in 2018, a year in which the cultivated area at the community level was around 66,000 ha, half that of 2001. This trend coincides with a clear decrease in tobacco consumption worldwide, largely … Read more

The persistence of the blockade in the middle of May brings us storms and a lot of uncertainty

In recent days, a Dana has been affecting a good part of the peninsular territory. And, even if it seems, the news is not that it will continue with us “favoring the development of intense and organized storms.” Will do it (As of Tuesday, “Depression will tend again to descend on latitude in an erratic and retrograde movement, approaching our geography”); But that begins to be the least. The most thing is that, for the umpteenth time, A persistent blocking pattern It continues to hinder the zonal circulation. A puzzle called “Spring of 2025”. As Sergio Escama explains in detailcurrent instability is due to three weather pieces: The anticyclone of the Azores that, despite being placed in its usual place, continues to have a strange elongation to the north (a kind of slide) that allows the arrival of Atlantic storms to the Peninsula. A dorsal that from Central Europe attracts the entire continent and arrives at the British Isles A continuous transfer of low pressures that passes between the two anticyclones and reaches our latitudes. Time-out! However, the next two days will be more stable and temperatures will tend to rise. Of course, the minimums will continue lower than normal and should not surprise us if we find frost in mid -May. But in a matter of days, the situation will become complicated again. Because, as I said, the Dana that now seems to get away will start going down back to us And, predictably, it will form a system with another that ascends from southern Africa. That is, between the Tuesday and Thursday a significant increase in stormy activity is expected. In fact, due to uncertainties associated with this type of phenomena, agencies are preparing: storms can be strong and t could affect any point in the country. Of course, the center, the north and some parts of the west of the peninsular territory They will take the worst part. What can we expect? In addition to low temperatures, What we are going to see They are storms (some very intense) that will cause rays, storms and hail. But that is in the short term, in the long term no one is very clear about what will happen. We are in a year in which many areas have seen rains as they did not see since the beginning of the records. March, as we know, has been One of the rainiest since 1961. The interesting thing is that May will also be above the average and nobody knows how all this will affect summer. So we enjoy it and cross our fingers so that this is not an anecdote, but a change of trend. Image | Tropical tidbits In Xataka | Spain has received more rain than ever this spring. And yet it is unable to get rid of the ghost of the drought

In 1953 the United States decided to put a naval base in Rota. Now the installation looks at your future with uncertainty

When Europe spoke weeks ago of rearme There were a series of news that attest to the situation. First it was Germany through the Almighty Rheinmetall and With Volkswagen In the “helping” equation, then even Spain with a component factory in the Basque Country. In France, a Cold War Plan to “diversify” your nuclear umbrella. And if none of these proposals went ahead, Europe would always have the Naval Rota base in Spain. Until now. Uncertainty at a key point. The story was told this morning The Financial Times. In the quiet coastal town of Rota, to the south of Spain, the imposing presence of American destroyers breaks the idyllic postcard. This old agricultural town houses today The naval base most important in the United States in Europe, the key piece of the antimile shield that protects the continent. It happens that something seems to have changed this part for a while. He had promised a sixth boat in 2022, but Donald Trump’s re -election has fired the alarms about an imminent American troops cutin line with its narrative that Europe must stop depending from Washington for your safety. In numbers, this “restlessness” reaches the close ones 84,000 deployed soldiers In at least 38 European bases, all inheritance of World War II, but whose continuity is now questioned. Broken, symbol and vulnerability. Rota’s base was the fruit of A signed pact In 1953 between Dwight Eisenhower and Franco. That agreement today is a complex of strategic dimensions that includes air track, three docks and the largest weapons and fuel installation of the pentagon in Europe. Its location, near the Strait of Gibraltar, makes it a fundamental node for Project military power towards the Mediterranean, North Africa and the Middle East. In addition, its official status as a Spanish naval installation “Joint use” It forces the United States to coordinate certain movements with Madrid, which adds a layer of complexity to its operation. However, the FT said that for many US military, broken is considered little less than A dream destination Due to its high quality of life and a local economy deeply influenced by the base: two thirds of the city’s economic activity depend on it, and Spanish companies such as Navantia maintain millionaire contracts With the United States Navy. The aircraft carrier of the Spanish Navy Dedal The Trump factor. But as we said, the idyllic postcard seems to be living an era of uncertainty with Trump’s re -election. The contradictory signals from Washington have sown restlessness. While Secretary of State Marco Rubio described as “hysteria” Rumors about possible cuts, Defense Secretary Pete Heghseth warned that American protection It would not be eternal. Worry. The concern is that, before any disagreement (here the fan is broad, from commercial reprisals, European support to Ukraine or the rejection of geopolitical proposals such as the Acquisition of Greenland), Trump can decide to drastically reduce military deployment in Europe, even unilaterally. The tycoon now He has shown disdain for the historical commitments of NATO and has frequently folvado the Scarce spending in defense of its European partners, being Spain One of the most lagging. In addition, President Pedro Sánchez has confronted Trump on various fronts, since his recent Posture about China until His sentence to the Israeli offensive in Gaza, which raises the political risk for the base of rota. Europe without shield. If we stick to numbers, Rota base currently houses 2,800 American soldiersincluding units at sea, and its fleet of destroyers (endowed with these systems to intercept ballistic missiles) represents a mobile capacity without equivalent in Europe. Although fixed pitchers from Poland and Romania could assume part of the Antimisile shield, the European Navy lacks A real alternative to the power of US ships parked in Spain. Hence NATO, although nominally owner of the system, depends largely on Military infrastructure of the United States for collective defense. The European strategy, for now, has consisted of gaining military independence gradually, but is still far from being able to fill the void that would leave an abrupt American replication. Again, That rearme acquires more importance. Alternatives: Morocco. In the face of the possibility of a break, The FT had that some voices suggest that the United States could transfer part of its operations To Moroccocountry that reinforced its link with the Trump administration by normalizing relations with Israel in 2020. With less politically compromised facilities and greater diplomatic harmony, Morocco would be outlined as a possible logistical replacement for Rota. Moreover, apparently, from The Foreign Policy Research Institute They warn that, if the Spanish government overestimates its strategic value or underestimate the level of irritation which can generate in Trump, the consequences could be immediate and deep. Uncertain future. So things, and although for now the base It continues to expand and receiving investments, the rumors of cuts fly over the installation. The American media commented that American residents in rota try Keep calm And, meanwhile, Europe observes with restlessness a situation that transcends local geopolitics and raises an existential dilemma for the continental defense itself. The transition to a greater self -sufficiency European defensive, now, it seems more pronounced than ever, but while that mature or becomes effective transformation, the shadow of an unexpected turn under Trump’s second presidency looms over the Cadiz coast. At stake, the key piece of the antimile shield that protects the old continent. Image | Navy, Us Defenseimagery In Xataka | In the middle of the Cold War, France designed a nuclear rearme plan for Europe. Now sound strongly In Xataka | Europe before its time of truth: we have entered the era of “rearme” and the EU has a plan not to be behind

2024 has been a year full of uncertainty for chip designers. So much that the market has changed leader

2023 was a bad year for companies that are dedicated to the design of integrated circuits. The report published by the consultant Gartner in early 2024 collected that the joint revenues of companies that are dedicated to direct or indirect sales of chips They fell for 2023 11% compared to 2022. The panorama did not paint well by 2024, but there is no doubt about one thing: the year we just left behind has been better for the chips industry as a whole than 2023. According to Gartner During 2024 the income of the semiconductor designers grew 18%. Not bad if we are in mind where they come from. However, this is not at all the only interesting fact that the detailed report that this consultant has prepared. And it foresees that 2025 will also be a very good year thanks to the push of the artificial intelligence (AI). In fact, global revenues will grow, again according to Gartner, of the 626 billion dollars from 2024 to 705,000 million in 2025. Samsung has traced and has been placed again in front of Intel Samsung re -leads the world classification that includes all companies that are dedicated to direct or indirect sale of integrated circuits. Presumably Gartner has not included TSMC in his report, and yes to Intel and Samsung, because the Taiwanese company only manufactures semiconductors for third parties. It does not design or market them directly or indirectly, something that both Intel and Samsung do. In any case, this last company has entered for 2024 66,524 million dollars compared to 40,942 million of 2023. These figures entail a growth of 62.5%. 2024 has been a hard year for Intel greatly due to its difficulties in competing in the hardware market for AI Intel, meanwhile, entered during the year we had just left behind 49,189 million dollars, while in 2023 their income amounted to 49,117 million. It is evident that 2024 has been a hard year For this American company greatly due to its difficulties in compete in the hardware market for AI. The figures that we have just reviewed describe a growth of only 0.1% for 2024 compared to 2023. In fact, this bad economic result led to The company’s departure from the company. If we stick to the gross income Nvidia already steps on Intel’s heels, which has placed it in the third position of the classification. The company led by Jensen Huang entered for 2024 45,988 million dollars, which represents an increase of no less than 83.6% compared to 2023. Behind it has positioned SK Hynix, Qualcomm, Micron Technology, Broadcom, AMD, Apple and Infineon Technologies. Anyway, the most obvious conclusion we can get is that for 2024 the semiconductor market has been promoted above all by the GPUs for AI, and surely this trend is not going to be altered in 2025. Image | TSMC More information | Gartner In Xataka | The virtuous circle: China has become the greatest added value of the planet thanks to feedback

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