(The Energy Circle, 11 April 2025) – In a landmark event for Argentina’s energy sector, state-owned oil company YPF presented its 2025–2029 Strategic Investment Plan to a select audience of global investors today during its Investor Day at the New York Stock Exchange (NYSE). The presentation, led by CEO and Chairman Horacio Marín, outlined YPF’s roadmap for growth and transformation, and concluded with the symbolic ringing of the closing bell on Wall Street.
Marín’s address highlighted the company’s profound structural transformation. Over the past months, YPF has shifted its core operations towards non-conventional oil and gas, divesting from mature, lower-yielding assets across the country. This strategic pivot—framed within its Plan Andes—aims to position YPF as a leader in shale development, specifically in Argentina’s flagship Vaca Muerta formation.
“We are on the path to becoming a fully non-conventional energy company,” Marín stated, drawing parallels between YPF’s current capabilities and those of the Permian Basin in the United States.
He also underscored the company’s resilience in the face of oil price volatility. “At US$45 per barrel, Vaca Muerta remains profitable,” said Marín. “We can fully develop the play even at significantly lower prices, without incurring losses. That is what we call a break-even price in this industry.”
Although detailed capital expenditure figures have not been made public, the plan outlines several strategic priorities:
Marín reiterated YPF’s aim to attract international capital and strategic partnerships to support Argentina’s upstream growth. Hosting the announcement at the NYSE not only signals a new era for the company but also reflects its intention to reposition itself as a globally competitive energy investment.
The event concluded with the ringing of the NYSE closing bell, a tradition dating back to the 19th century that marks the end of daily trading. Beyond ceremony, it represents trust, transparency, and institutional relevance. In recent years, the bell has become a platform for celebrating key milestones—be it IPOs, sustainability achievements, or corporate transformations such as YPF’s.
YPF’s presentation is more than a corporate update—it’s a strategic declaration that reflects the evolving dynamics of Argentina’s energy sector. As the company repositions itself around non-conventional production, it aligns with global efforts to ensure energy security while pursuing long-term sustainability.
With a resilient strategy, renewed asset base, and a forward-looking vision, YPF has sent a clear signal to the international investment community: it is ready to compete, lead, and grow on the world stage.
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