Por Juan Marcos Pollio

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El Ministerio de Economía anunció que eliminará trabas burocráticas para la importación de insumos claves para la producción, como acero, aluminio y materiales para la construcción. El objetivo explícito es el de "alentar la competencia y bajar los costos", eso último en consonancia con la reducción del Impuesto PAIS confirmada esta semana, para intentar que la inflación finalmente perfore el 4% mensual. La política económica se enfoca de lleno en priorizar la desinflación, incluso con algún potencial costo en lo cambiario o lo fiscal. La industria local del acero se manifestó en contra y afirmó que se eliminaron medidas de seguridad relevantes.

El equipo económico, "con el fin de reducir el costo argentino", decidió la modificación del reglamento técnico (RT) del acero. "Esto permite simplificar y bajar los costos del proceso de importación de este producto, que en Argentina es hasta un 50% más caro que el promedio mundial", sostuvo el Palacio de Hacienda. "Con esta decisión, el 31% de las importaciones de acero ya no tendrá intervención aduanera y habrá mayor oferta, lo que redundará en más competencia y baja de precios", agregó.

Además, anunciaron que el Régimen de Reposición de Existencias (Repostock), un sistema que permite reponer el stock de insumos importados que hayan sido usados en exportaciones industriales, será digitalizado y relanzado. "Se hacía en papel y era tan complicado que solo 73 empresas lo usaron en 2023, teniendo en cuenta que hay un universo de más de cinco mil empresas exportadoras que podrían usarlo", afirmaron desde el Gobierno.

La novedad fue recibida de manera positiva por parte de las empresas de la industria automotriz, autopartista y metalmecánica. El presidente de CAMIMA, José Luis Ammaturo, celebró la decisión y afirmó que "esto va a redundar en tener mejores precios para el mercado interno y también la posibilidad de exportar".

De manera similar, el presidente de AFAC, Juan Cantarella, destacó que la decisión de relanzar Repostock "es una medida muy positiva que mejora la competitividad de la cadena exportadora automotriz -autopartista". Respecto al anuncio de reducción de aranceles para moldes y matrices, afirmó que "facilitará los procesos de localización de autopartes, brindando mayor equidad y lógica arancelaria en la cadena productiva".

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En la vereda opuesta, desde la Cámara Argentina del Acero se mostraron contrariados por la decisión. "Es un reglamento técnico de seguridad. Esto no es un invento argentino, hay reglamentos técnicos de seguridad en Estados Unidos y Europa. Se refiere a un conjunto de normas que son requisitos de cualquier acero que se utilice en la construcción", argumentaron.

Hace dos semanas, el presidente del Grupo Techint, Paolo Rocca, había dicho que competir con China en el campo siderúrgico se volvió "sustancialmente imposible". Y agregó: "Las importaciones chinas ayudan a controlar la inflación en nuestros países, pero tienen un impacto negativo en nuestros sectores industriales; y tienen efectos aún peores sobre la inversión y el crecimiento".

La reducción de la inflación es la prioridad manifiesta de la actual política económica del Gobierno, incluso si eso significa la pérdida de recursos fiscales o el aumento de la presión sobre las reservas del BCRA, como ocurre con la reducción del Impuesto País y la promesa de eliminarlo completamente para fin de año. En este sentido, desde Vectorial afirmaron que "el programa político, y ya no el económico, se reduce a un solo objetivo: bajar la inflación".

Este miércoles, el ministro de Economía, Luis Caputo, reconoció que en agosto el IPC podría volver a dar cerca del 4%, en lo que sería el cuarto mes consecutivo que se mantiene en esos niveles, y aseguró que "la baja del Impuesto País va a implicar una reducción de precios en septiembre".