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Crude Oil Becomes Argentina's Top Export, Driving Record May Trade Surplus

Higher oil prices and a rapid output build-up at Vaca Muerta, backed by new pipelines and planned LNG terminals, are shifting Argentina from energy importer to exporter.

Overview

  • Indec's May 2026 trade data show crude oil was the single largest export that month, accounting for 12.3% of shipments and surpassing maize and soy in value.
  • Fuel and energy exports jumped 167.1% year‑on‑year in May, totaling US$1,745 million, with crude oil sales of US$1,172 million, a 322% rise from May 2025.
  • The surge reflects both higher international prices after recent Middle East tensions and faster production from Vaca Muerta, which is targeting near 100,000 barrels per day in the short term.
  • New and advancing export infrastructure — notably the VMOS pipeline and planned LNG ship exports starting around 2027 — and company plans from firms such as YPF are turning output gains into overseas sales.
  • The windfall produced record monthly exports of US$9,537 million and a trade surplus above US$3,500 million, but continued gains depend on finishing transport and liquefaction projects, stable global demand, and oil price trends.