YPF and Partners Sign Long-Term Shale Oil Export Agreement with ENAP

YPF Sociedad Anonima ( (YPF) ) has provided an announcement.

On December 5, 2025, YPF Sociedad Anónima, along with Vista Energy Lach S.A., Shell Argentina S.A., and Equinor Argentina SAU, announced a long-term agreement with Chile’s Empresa Nacional de Petróleo (ENAP) to export shale oil from the Vaca Muerta formation until June 2033. This agreement involves an initial export volume of 32,000 barrels per day by YPF, contributing to a total of up to 70,000 barrels per day, potentially generating $12 billion in revenue over the contract’s duration. The deal underscores the strategic collaboration among leading energy companies to enhance production and export capabilities, positioning Argentina as a reliable energy supplier to global markets.

The most recent analyst rating on (YPF) stock is a Hold with a $37.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.

Spark’s Take on YPF Stock

According to Spark, TipRanks’ AI Analyst, YPF is a Neutral.

YPF’s overall score reflects significant challenges in financial performance, particularly in profitability and cash flow. However, strong operational achievements in shale oil production and strategic initiatives provide a positive outlook. The technical analysis suggests potential bullish momentum, but valuation concerns remain due to ongoing losses.

To see Spark’s full report on YPF stock, click here.

More about YPF Sociedad Anonima

YPF Sociedad Anónima is a leading energy company based in Argentina, primarily engaged in the exploration, production, and export of oil and gas. The company focuses on the development of unconventional oil resources, particularly from the Vaca Muerta formation, a significant shale oil reserve in Argentina.

Average Trading Volume: 3,078,990

Technical Sentiment Signal: Strong Buy

Current Market Cap: $15.23B

For an in-depth examination of YPF stock, go to TipRanks’ Overview page.