Overview

• Speaking at the IDEA Colloquium, Horacio Marín outlined an export-led roadmap centered on Vaca Muerta and LNG to lift Argentina’s energy exports to about $50 billion a year.
• Marín said the ENI partnership could generate $300 billion in exports from 2031 to 2050, including an estimated $15 billion per year in LNG.
• YPF plans to focus roughly $222 billion of investment on Vaca Muerta wells to underpin the multi-decade expansion.
• He argued that LNG scale would make domestic energy among the cheapest globally and limit the need to buy ships except during demand peaks.
• Marín described a newly announced $40 billion U.S. assistance package as a structural boost to the business climate and highlighted efficiency gains, including a refinery stoppage cut to 25 days and fracking cycles near 20.5 hours.