Stock Markets June 29, 2026 09:14 AM

Abu Dhabi’s XRG and Eni Take Minority Stakes in Three Argentine Gas Blocks

32% holdings acquired in Meseta Buena Esperanza, Aguada Villanueva and Las Tacanas to support a 12 Mtpa LNG project

By Jordan Park
Share
Twitter Reddit Facebook LinkedIn
YPF

Abu Dhabi’s XRG and Italy’s Eni have each agreed to acquire a 32% interest in three upstream gas blocks in Argentina from state oil company YPF, which will retain a 36% stake. The assets, located in the Vaca Muerta unconventional basin, are tied to the Argentina LNG project that targets 12 million tonnes per annum of LNG capacity and aims to supply floating LNG units.

Abu Dhabi’s XRG and Eni Take Minority Stakes in Three Argentine Gas Blocks
YPF
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • XRG and Eni each agreed to acquire 32% stakes in three Argentine gas blocks; YPF will retain a 36% stake.
  • The blocks - Meseta Buena Esperanza, Aguada Villanueva and Las Tacanas - are in the Vaca Muerta basin and are intended to supply the Argentina LNG project targeting 12 million tonnes per annum.
  • The project is framed as important to Argentina’s broader strategy to boost energy exports, strengthen dollar reserves and support confidence in currency stability; upstream volumes are expected to feed floating LNG units.

Abu Dhabi’s international investments arm XRG and Italy’s integrated energy company Eni announced agreements today with Argentina’s state oil company YPF to take minority positions in three upstream natural gas blocks in Argentina.

Under the terms disclosed in separate statements by the two foreign companies, XRG and Eni will each acquire a 32% stake in the three blocks, while YPF will maintain a remaining 36% interest. Financial terms of the transactions were not provided by either purchaser.

The three concession areas named in the agreements are Meseta Buena Esperanza, Aguada Villanueva and Las Tacanas. All three sit within the Vaca Muerta unconventional basin, a region identified in the statements as central to the country’s gas development strategy.

According to the companies, these upstream assets are linked to Argentina LNG, an integrated upstream-midstream effort that aims to develop liquefied natural gas capacity of 12 million tonnes per annum. Eni and XRG said the blocks are expected to supply the volumes required to feed floating LNG units contemplated under the Argentina LNG project.

The transaction was framed in the statements as significant for Argentina’s broader energy objectives. The project is described as important to national policy under President Javier Milei, with the government seeking to raise energy exports as a means of bolstering dollar reserves and reinforcing confidence in its ability to preserve a stable currency.

Neither XRG nor Eni provided financial details of their respective purchases in their public statements. The declarations focused on the ownership split and the role of the assets in supporting the planned LNG capacity.

A brief note on XRG included in the statements explains the unit is the international investments arm of Abu Dhabi National Oil Company and was formed to pursue acquisitions across natural gas, chemicals and energy solutions. The company reiterated a stated target of achieving 20 million to 25 million tonnes per annum of LNG capacity by 2035.

The announcements do not alter YPF’s remaining position in the three blocks; the state oil company will continue to hold 36% after the transfers to XRG and Eni. Beyond ownership percentages and the intended role of the assets in the Argentina LNG project, further operational or financial details were not released.


Context and implications

The deals signal international participation in the development of Vaca Muerta assets tied to an explicit LNG capacity target. The statements link the upstream transactions to midstream plans for floating LNG, identifying a direct supply role for the acquired blocks. The announcements highlight the policy emphasis on export-led energy development as part of Argentina’s macroeconomic strategy under the current government.

Risks

  • Financial terms were not disclosed, leaving uncertainty about transaction valuations and capital commitments - impacts energy sector investment analysis and valuations.
  • The success of Argentina LNG depends on the development and operation of floating LNG units and sufficient upstream supply; operational or execution risks could affect both upstream and midstream sectors.
  • Political and macroeconomic objectives cited by the government introduce uncertainty tied to policy execution and outcomes for energy exports and currency stabilization.

More from Stock Markets

Palantir Climbs as Nvidia Partnership Targets Sovereign AI for Classified Environments Jun 29, 2026 Barclays Lifts Targets for Samsung and SK Hynix on Strong HBM Demand and Improving Prices Jun 29, 2026 Micron, Intel Slide as Applied Materials Leads Gains; Broad Movement Across Caps Jun 29, 2026 Airlines Partially Restore Middle East Services as Disruptions Persist Jun 29, 2026 Amazon Shares Jump After Analyst Reaffirmation and Signs of Strong Cloud AI Demand Jun 29, 2026