Geopolitics Alpha

YPF on Track for November FID on $29B Argentina LNG Project

Published . Updated .

Key takeaways

  • Exposed: UNG, XLE, ARGT, LNG, EQT
  • Market reaction: UNG −2.5% on the day (still updating); XLE +0.4% on the day (still updating); EQT +0.9% on the day (still updating)

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ENERGYYPF on Track for November FID on$29B Argentina LNG ProjectGEOPOLITICS ALPHA

This report is about natural gas and Argentina.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • XLE Energy Select Sector SPDR

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • ARGT Global X MSCI Argentina ETF

    Global X MSCI Argentina ETF holds stocks listed in Argentina, which this story is about (“argentina”).

  • LNG Cheniere Energy

    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

    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

    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

TickerT-5T-3T-1T0T+1T+2T+3
UNG-10.79%-0.62%base-2.48%after closeafter closeafter close
XLE-4.15%-3.23%base+0.39%after closeafter closeafter close
ARGT+1.67%+1.61%base+0.13%after closeafter closeafter close
LNG-10.18%-5.18%base-0.33%after closeafter closeafter close
EQT-5.70%-0.70%base+0.91%after closeafter closeafter close
KMI-6.46%-2.59%base-0.42%after closeafter closeafter close
WMB-7.73%-2.84%base-0.55%after closeafter closeafter 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.

YPF on Track for November FID on $29B Argentina LNG Project Natural Gas Intelligence

Source: Natural Gas Intelligence

Price since this story was published: United States Natural Gas Fund (UNG)

CompanyWhenMoveStatus
Global X Fds (ARGT)that day+0.13%still updating
Global X Fds (ARGT)three days earlier+1.61%final price
Global X Fds (ARGT)five days earlier+1.67%final price
Eqt (EQT)that day+0.91%still updating
Eqt (EQT)three days earlier-0.70%final price
Eqt (EQT)five days earlier-5.70%final price
Kinder Morgan (KMI)that day-0.42%still updating
Kinder Morgan (KMI)three days earlier-2.59%final price
Kinder Morgan (KMI)five days earlier-6.46%final price
Cheniere Energy (LNG)that day-0.33%still updating
Cheniere Energy (LNG)three days earlier-5.18%final price
Cheniere Energy (LNG)five days earlier-10.18%final price
United States Natural Gas Fund (UNG)that day-2.48%still updating
United States Natural Gas Fund (UNG)three days earlier-0.62%final price
United States Natural Gas Fund (UNG)five days earlier-10.79%final price
Williams Companies (WMB)that day-0.55%still updating
Williams Companies (WMB)three days earlier-2.84%final price
Williams Companies (WMB)five days earlier-7.73%final price
Select Sector Spdr Tr (XLE)that day+0.39%still updating
Select Sector Spdr Tr (XLE)three days earlier-3.23%final price
Select Sector Spdr Tr (XLE)five days earlier-4.15%final price

Trades by members of Congress and officials in the stocks in this story

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).

Who is named in “YPF on Track for November FID on $29B Argentina LNG Project”

Companies carried with this story

  • UNG United States Natural Gas Fund

    For “YPF on Track for November FID on $29B Argentina LNG Project,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “YPF on Track for November FID on $29B Argentina LNG Project.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • ARGT Global X Fds

    For “YPF on Track for November FID on $29B Argentina LNG Project,” Global X Fds (ARGT) is linked, with no stored direction, medium confidence. Reason on file: Global X MSCI Argentina ETF holds stocks listed in Argentina, which this story is about (“argentina”)

  • LNG Cheniere Energy

    Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “YPF on Track for November FID on $29B Argentina LNG Project.” 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 “YPF on Track for November FID on $29B Argentina LNG Project,” 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 “YPF on Track for November FID on $29B Argentina LNG Project,” 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 13 Nov 2026 story “YPF on Track for November FID on $29B Argentina LNG Project.” 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 “YPF on Track for November FID on $29B Argentina LNG Project” reaches United States Natural Gas Fund (UNG)

The 13 Nov 2026 story “YPF on Track for November FID on $29B Argentina LNG Project” names United States Natural Gas Fund (UNG) because of Energy.

The link for United States Natural Gas Fund (UNG) is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

The price range for United States Natural Gas Fund (UNG), and the dates in the story

ARGT traded between 80.22 and 90.23 across 10 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 9.34. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

What the saved facts support for United States Natural Gas Fund (UNG)

46 out of 100Price not final

“YPF on Track for November FID on $29B Argentina LNG Project” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.