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XRG and Eni Sign to Buy Stakes in Vaca Muerta to Supply Argentina LNG

The agreements lock in upstream sources for a planned 12 mtpa floating‑LNG export scheme and signal a push to boost Argentina’s gas exports while approvals and final investment decisions remain pending.

Overview

  • The sale-and-purchase agreements signed June 29, 2026 give XRG and Eni each a 32 percent stake in three Vaca Muerta blocks while YPF retains 36 percent, according to company statements.
  • The blocks — Meseta Buena Esperanza, Aguada Villanueva and Las Tacanas — are slated to supply gas and associated condensates to the Argentina LNG project.
  • Argentina LNG targets 12 million tonnes per year of LNG using two 6 mtpa floating liquefaction units located off Río Negro province, with the upstream assets intended to feed those FLNG units.
  • Completion of the deals and the wider project remain subject to regulatory approvals and project milestones, and reports of a Final Investment Decision in the second half of 2026 are unconfirmed.
  • Partners say the transactions secure long‑term equity access to one of the world’s largest unconventional gas basins and could boost Argentina’s export revenues and dollar reserves, though the development faces technical, financing and timing risks.