YPF Sociedad: The Roadmap For The Argentine Energy Boom
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Mauro Caversazzi9 FollowersFollow5ShareSavePlay(14min)CommentsSummaryYPF 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%.Political risks and a $16 billion legal overhang remain, but I rate YPF a long-term buy given its cost discipline and growth catalysts. JHVEPhoto/iStock Editorial via Getty Images I'm feeling particularly optimistic about the Argentine energy future. In the first 9 months of 2025, the energy and fuel sectors represented the largest growth in exports of the country, reaching $8.13 billion (+13.1%)This article was written byMauro Caversazzi9 FollowersFollowI am an investor focused on equities, specifically in technology, energy, and consumer staples. I also believe there is significant potential in emerging markets, which represents the risk component of my portfolio. I hold a bachelor’s degree in Communication Sciences and Public Relations, I produce an economic and financial program in Argentina, and I worked as an analyst at Crowdsense, a platform that identifies and analyzes unique events that impact specific assets, entities, or companies for investors who subscribe to the service. I am interested in writing for Seeking Alpha to continue bridging my profession as a communicator with my interest in the capital markets. In addition, I believe I can contribute by helping other investors identify value or risks in the assets I follow most closely.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in YPF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You