Geopolitics Alpha

YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month

Published . Updated .

Key takeaways

  • YPF says Argentina LNG offtake deals are being signed in Europe and Asia, with FID planned this month for the 12-MMtpy project with XRG and Eni.
  • Exposed: UNG, XLE, ARGT, AAXJ, LNG
  • Market reaction: price tracking starts with the next trading session.

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YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month

YPF says Argentina LNG offtake deals are being signed in Europe and Asia, with FID planned this month for the 12-MMtpy project with XRG and Eni.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-17.0% 30d

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

  • XLE Energy Select Sector SPDR+8.9% 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+14.1% 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+8.8% 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

TickerT-5T-3T-1T0T+1T+2T+3
UNG+4.28%-0.44%baseafter closeafter closeafter closeafter close
XLE+2.64%+4.95%baseafter closeafter closeafter closeafter close
ARGT+5.00%+0.81%baseafter closeafter closeafter closeafter close
AAXJ+3.95%+0.02%baseafter closeafter closeafter closeafter close
LNG-4.34%+6.17%baseafter closeafter closeafter closeafter close
EQT+3.64%+2.07%baseafter closeafter closeafter closeafter close
KMI+2.07%+2.98%baseafter closeafter closeafter closeafter close
WMB+2.46%+2.59%baseafter closeafter 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 says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month Pipeline and Gas Journal

Source: Pipeline and Gas Journal

United States Natural Gas Fund (UNG) since this story, compared with the market

CompanyWhenMoveStatus
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

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 carried with this story

  • UNG United States Natural Gas Fund

    For “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month,” 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 4 Nov 2026 story “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • ARGT Global X Fds

    In “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month,” 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”)

  • AAXJ Ishares Msci Asia Ex-Japan

    In “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month,” 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 “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month,” 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

    Eqt (EQT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month.” 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

    For “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month,” 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 “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month.” 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

United States Natural Gas Fund (UNG) and the energy link

United States Natural Gas Fund (UNG) is the company in “YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month,” the 4 Nov 2026 Energy story.

What ties United States Natural Gas Fund (UNG) to the headline is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Dates in the story, and the United States Natural Gas Fund (UNG) price range

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 9.01. XLE traded between 62.95 and 70.15 across 20 sessions. The latest close on file is 67.26.

How strong the case is around United States Natural Gas Fund (UNG)

46 out of 100

“YPF says Argentina LNG offtake deals being signed in Europe, Asia, with FID planned this month” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.