Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision
Published . Updated .
Key takeaways
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
YPF says it is finalizing LNG offtake agreements with European and Asian buyers before a November 2026 investment decision on Argentina's $51 billion export project.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-16.0% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- ARGT Global X MSCI Argentina ETF-11.4% 16d
Global X MSCI Argentina ETF holds stocks listed in Argentina, which this story is about (“argentina”).
- AAXJ iShares MSCI All Country Asia ex Japan ETF-7.7% 14d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”).
- LNG Cheniere Energy+13.7% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- EQT Eqt+7.6% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- KMI Kinder Morgan+5.0% 5d
Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- WMB The Williams Companies
The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| UNG | +4.28% | -0.44% | base | after close | after close | after close | after close |
| XLE | +2.64% | +4.95% | base | after close | after close | after close | after close |
| ARGT | +5.00% | +0.81% | base | after close | after close | after close | after close |
| AAXJ | +3.95% | +0.02% | base | after close | after close | after close | after close |
| LNG | -4.34% | +6.17% | base | after close | after close | after close | after close |
| EQT | +3.64% | +2.07% | base | after close | after close | after close | after close |
| KMI | +2.07% | +2.98% | base | after close | after close | after close | after close |
| WMB | +2.46% | +2.59% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision Latin Times
Source: Latin Times
Price since this story was published: United States Natural Gas Fund (UNG)
| Company | When | Move | Status |
|---|---|---|---|
| Ishares Msci Asia Ex-Japan (AAXJ) | three days earlier | +0.02% | final price |
| Ishares Msci Asia Ex-Japan (AAXJ) | five days earlier | +3.95% | final price |
| Global X Fds (ARGT) | three days earlier | +0.81% | final price |
| Global X Fds (ARGT) | five days earlier | +5.00% | final price |
| Eqt (EQT) | three days earlier | +2.07% | final price |
| Eqt (EQT) | five days earlier | +3.64% | final price |
| Kinder Morgan (KMI) | three days earlier | +2.98% | final price |
| Kinder Morgan (KMI) | five days earlier | +2.07% | final price |
| Cheniere Energy (LNG) | three days earlier | +6.17% | final price |
| Cheniere Energy (LNG) | five days earlier | -4.34% | final price |
| United States Natural Gas Fund (UNG) | three days earlier | -0.44% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | +4.28% | final price |
| Williams Companies (WMB) | three days earlier | +2.59% | final price |
| Williams Companies (WMB) | five days earlier | +2.46% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +4.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.64% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Eqt (EQT), worth $1,001 - $15,000 on 17 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 82 days before publication. Filed 14 Oct 2026. View the filing.
- Sen. Alan Armstrong sold Williams Companies (WMB) (jointly held), worth $250,001 - $500,000 on 8 Sep 2026. That is 57 days before publication. Filed 22 Oct 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $15,001 - $50,000 on 20 Aug 2026. That is 76 days before publication. Filed 17 Sep 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $1,001 - $15,000 on 19 Aug 2026. That is 77 days before publication. Filed 17 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
United States Natural Gas Fund (UNG) on one side of this energy story
Companies tied to this story
- UNG United States Natural Gas Fund
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- XLE Select Sector Spdr Tr
For “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- ARGT Global X Fds
Global X Fds (ARGT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision.” Reason on file: Global X MSCI Argentina ETF holds stocks listed in Argentina, which this story is about (“argentina”)
- AAXJ Ishares Msci Asia Ex-Japan
For “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision,” Ishares Msci Asia Ex-Japan (AAXJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)
- LNG Cheniere Energy
For “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- EQT Eqt
For “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision,” Eqt (EQT) is linked, with no stored direction, medium confidence. Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- KMI Kinder Morgan
In “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision,” Kinder Morgan (KMI) is linked, with no stored direction, medium confidence. Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- WMB Williams Companies
Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision.” Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
How energy news reaches United States Natural Gas Fund (UNG)
On 4 Nov 2026, “Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision” is the story that connects United States Natural Gas Fund (UNG) to Energy.
United States Natural Gas Fund (UNG) is on the page because United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
What this energy story puts on the calendar
ARGT traded between 80.22 and 93.03 across 13 sessions. The latest close on file is 82.71. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.12. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How solid the energy case looks
46 out of 100
“Vaca Muerta Goes Global: Argentina LNG Lands Buyers in Europe and Asia Before $51B Decision” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.