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Vista Energy Unveils $4.5 Billion Plan to Boost Output 60% by 2028

The strategy leans on low-cost Vaca Muerta wells to fund an export-led expansion under Brent price assumptions of $65 to $70.

Overview

  • Vista targets production of 180,000 boe/d in 2028 and sets a goal of 200,000 boe/d in 2030 after outlining its plan at an Investor Day presentation.
  • The company guides to roughly $1.5 billion in annual free cash flow for 2026–2028 at Brent $65–70 and expects adjusted EBITDA of $2.8 billion in 2028 with $8 billion in export revenues over the next three years.
  • Output reached 126,800 boe/d as of September 30, and Vista is accelerating hookups to finish the year near 130,000 boe/d by connecting 12–16 wells in the fourth quarter for a 2025 total of 70–74 wells.
  • Vista reports a lifting cost of about $4.4 per barrel, roughly half YPF’s $8.8, and leads Argentina’s crude exports at roughly 69,000–70,000 b/d, equal to about 62% of its production.
  • Recent asset consolidation, including the $1.2 billion purchase of Petronas’s Vaca Muerta holdings with 50% of La Amarga Chica, underpins the scale-up presented to representatives from major global banks.