YPF Sociedad: The Roadmap For The Argentine Energy Boom

YPF Sociedad Anonima is a central player in Argentina's energy boom, driven by Vaca Muerta and supportive liberal reforms. YPF's strategic shift to unconventional fields has slashed extraction costs by 45% YoY, bolstering margins despite oil price declines. I see long-term upside as Vaca Muerta underpins production growth, with EBIT margins projected to expand 70 bps annually and a DCF-based upside of 51.4%.

Seeking Alpha • Dec 10, 2025

YPF Targets 2026 FID for LNG Project, Shell Exits Over Scope Changes

YPF eyes a 2026 FID for its $20B LNG project as SHEL exits a separate phase after scope cuts, prompting a partner search.

Zacks Investment Research • Dec 5, 2025

YPF CEO sees green light for $20 billion Argentina LNG project in mid-2026

The chief executive of Argentina's state-controlled energy company YPF expects a final investment decision on a $20 billion, 12 million metric tons per year liquefied natural gas project around the middle of next year, he told Reuters on Thursday.

Reuters • Dec 4, 2025

YPF: Argentina Finally Turns A Corner And So Does Its Flagship Company (Rating Upgrade)

YPF accelerated shale output above 200 kbbl/d with sharply lower lifting costs and stronger efficiency, marking its most significant operational shift and competitive improvement in more than a decade. Milei's legislative victory cut country risk almost by half and reopened international financing, allowing YPF to secure a $700MM oversubscribed loan and refinance at the lowest cost in years. The framework deal with ENI and ADNOC's XRG validates the Argentina LNG roadmap and positions YPF to scale gas exports through a 12–30 MTPA long-term development plan.

Seeking Alpha • Nov 26, 2025

YPF Q3 Earnings Beat on Lower Operating Expenses, Revenues Fall Y/Y

YPF beats Q3 earnings estimates as steep operating-expense cuts help counter weaker production and lower price realizations.

Zacks Investment Research • Nov 17, 2025

YPF Sociedad Anónima (YPF) Q3 2025 Earnings Call Transcript

YPF Sociedad Anónima ( YPF ) Q3 2025 Earnings Call November 10, 2025 9:00 AM EST Company Participants Margarita Chun - Investor Relations Officer Horacio Marin - CEO & Non Independent Chairman Maximiliano Westen - Strategy, New Businesses and Controlling Vice President Pedro Kearney - Vice President of Finance Conference Call Participants Alejandro Anibal Demichelis - Jefferies LLC, Research Division Leonardo Marcondes - BofA Securities, Research Division Daniel Guardiola - Banco BTG Pactual S.A., Research Division Guilherme Costa Martins - Goldman Sachs Group, Inc., Research Division Tasso Vasconcellos - UBS Investment Bank, Research Division Presentation Margarita Chun Investor Relations Officer Good morning, ladies and gentlemen.

Seeking Alpha • Nov 10, 2025

Argentina's YPF swings to Q3 net loss of $198 mln

Argentina's state-controlled energy company YPF swung to a net loss of $198 million in the third quarter, the company said on Friday.

Reuters • Nov 7, 2025

YPF Sociedad Anonima (YPF) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for YPF Sociedad Anonima (YPF) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Nov 8, 2025

YPF, Eni sign agreement with ADNOC's XRG to develop Argentina LNG project

Argentina's state-controlled oil company YPF and Italy's Eni reached a framework agreement with the Abu Dhabi National Oil Company (ADNOC)'s XRG investment arm to join Argentina's liquefied natural gas (LNG) project, YPF said on Tuesday.

Reuters • Nov 4, 2025

Argentina to ask US appeals court to overturn $16.1 billion YPF judgment

A U.S. appeals court will on Wednesday consider whether Argentina must pay investors $16.1 billion after seizing control of state-owned oil company YPF more than a decade ago.

Reuters • Oct 29, 2025