Core Insights - YPF Sociedad Anonima reported a revenue of $4.64 billion for the quarter ended September 2025, reflecting a 12.4% decrease year-over-year and a surprise of -7.99% compared to the Zacks Consensus Estimate of $5.05 billion [1] - The earnings per share (EPS) for the quarter was $0.84, significantly lower than the $3.75 reported in the same quarter last year, but slightly above the consensus estimate of $0.82, resulting in an EPS surprise of +2.44% [1] Financial Performance - Total production in the upstream segment was 523.10 Kboed, slightly below the two-analyst average estimate of 524.56 Kboed [4] - Upstream operating revenues were reported at $1.97 billion, exceeding the two-analyst average estimate of $1.92 billion [4] - Operating revenues from crude oil in the upstream segment were $1.32 billion, marginally below the average estimate of $1.33 billion [4] - Midstream and downstream operating revenues totaled $3.72 billion, which was below the two-analyst average estimate of $3.78 billion [4] - Other upstream operating revenues were reported at $33 million, significantly lower than the average estimate of $74.19 million [4] - Upstream operating revenues from natural gas reached $611 million, surpassing the average estimate of $521.97 million [4] Stock Performance - YPF Sociedad Anonima's shares have returned +37.4% over the past month, contrasting with a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Group 1 - YPF, Argentina's state-controlled energy company, reported a net loss of $198 million in the third quarter [1]

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13A-16 OR 15D-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of November 2025 Commission File Number: 001-12102 YPF Sociedad Anónima (Exact name of registrant as specified in its charter) Macacha Güemes 515 C1106BKK Buenos Aires, Argentina (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20- ...

Core Insights - Eni and YPF have signed a non-binding agreement with XRG to explore collaboration on the Argentina LNG project, aiming to make Argentina a major LNG exporter by 2030 [1][2] - The project targets the export of up to 30 million tonnes per annum (MTPA) of LNG by the end of the decade, leveraging Argentina's Vaca Muerta shale formation [2][5] - The first phase includes two floating liquefied natural gas (FLNG) units with a combined capacity of 12 MTPA, equivalent to about 18 billion cubic meters of natural gas annually [3] Project Details - The agreement establishes a framework for a Joint Development Agreement (JDA), potentially facilitating XRG's participation and advancing the Final Investment Decision (FID) [2][4] - The ARGLNG project encompasses gas production, processing, transportation, and the export of associated liquids [3] - The entry of ADNOC's XRG would enhance financial and technical capabilities, aligning with ADNOC's global LNG portfolio expansion [4] Strategic Importance - Argentina's Vaca Muerta shale is crucial for the country's transition from an energy importer to a significant exporter [5] - The ARGLNG project represents a significant step towards boosting domestic production and capturing global LNG demand, particularly in Asia and Europe [5][6] - If successful, the project would position Argentina among the top LNG exporters by the next decade, marking a transformative milestone for its energy sector [6]

Core Insights - Argentina's state-controlled oil company YPF and Italy's Eni have reached a framework agreement with Abu Dhabi National Oil Company's (ADNOC) XRG investment arm to collaborate on Argentina's liquefied natural gas (LNG) sector [1] Group 1 - YPF and Eni's partnership with ADNOC aims to enhance investment and development in Argentina's LNG industry [1] - The agreement signifies a strategic move to leverage international investment for local energy resources [1] - This collaboration is expected to boost Argentina's position in the global LNG market [1]

Core Insights - YPF and Globant have launched Digital Suppl.AI, an AI-based platform aimed at modernizing YPF's supply chain processes [2][9] - The platform includes eight agentic solutions focusing on procurement and inventory management to enhance business competitiveness [2][4] - The initiative aligns with YPF's Vision 2030, which aims for greater efficiency, competitiveness, and sustainability in operations [9][10] Company Overview - YPF is Argentina's leading energy company and the largest shale oil operator outside the United States, involved in various sectors of the energy value chain [11] - Globant specializes in digital transformation and AI solutions, providing technology and creativity to enhance enterprise performance [11][14] Project Details - Digital Suppl.AI will utilize 46 specialized AI agents to optimize sourcing, inventory, contract, and supplier management [9] - The project is executed under Globant's AI Pods model, which combines AI agents with human supervision to improve productivity and speed [2][9] - The platform is designed to automate processes, enhance decision-making, and provide personalized user experiences through natural language interaction [3][4] Strategic Goals - YPF aims to increase exports to over 30 billion dollars by 2031, with the Digital Suppl.AI project being crucial for achieving this target [6][10] - The partnership with Globant supports YPF's 4x4 Plan, which focuses on improving operational efficiency and positioning the company as a competitive player in the global energy market [10]

Core Viewpoint - A U.S. appeals court is set to review whether Argentina is obligated to pay investors $16.1 billion following the seizure of the state-owned oil company YPF over a decade ago [1] Group 1 - The case revolves around Argentina's expropriation of YPF, which has significant implications for foreign investment and government actions in the energy sector [1] - The amount in question, $16.1 billion, represents a substantial financial liability for Argentina, potentially affecting its economic stability and investor confidence [1]

Core Viewpoint - YPF Sociedad Anonima's shares experienced a significant increase of 23.8% to close at $33.36, driven by strong trading volume and a recent announcement regarding a potential partnership with ADNOC's overseas arm, XRG [1][2]. Company Developments - YPF is in preliminary discussions with XRG for a potential investment in its large-scale liquefied natural gas (LNG) project in Argentina, which aligns with both companies' strategic goals [2]. - The partnership aims to enhance YPF's position in the LNG market and support Argentina's ambition to become a major LNG exporter, leveraging the Vaca Muerta shale's gas reserves [2]. - YPF plans to establish a floating liquefaction facility with an annual production capacity of 28 million metric tons of LNG and aims to increase production from Vaca Muerta to approximately 190,000 barrels per day by July 2025 [2]. Financial Performance Expectations - YPF is expected to report quarterly earnings of $0.82 per share, reflecting a year-over-year decline of 78.1%, with revenues projected at $5.05 billion, down 4.7% from the previous year [3]. - The consensus EPS estimate for YPF has been revised 8.2% lower over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not correlate with price appreciation [4]. Industry Context - YPF operates within the Zacks Oil and Gas - Integrated - International industry, which includes other companies like BP, which closed at $34.77 with a 0.7% increase [5]. - BP's consensus EPS estimate has also seen a decline of 4.3% over the past month, reflecting broader industry challenges [6].

Core Insights - YPF Sociedad Anonima (NYSE:YPF) has seen a significant stock price increase of 23.78%, closing at $33.36, following reports of potential investment talks with Abu Dhabi National Oil Company's overseas unit, XRG [1][3]. Group 1: Investment and Market Activity - YPF Sociedad has extended its winning streak to four consecutive days, indicating strong market interest and investor confidence [1]. - The potential investment from XRG is aimed at expanding its liquefied natural gas (LNG) portfolio in Latin America, the US, and Asia, although a deal is not yet guaranteed [2]. - YPF, in partnership with Shell Plc and Eni SpA, is developing a floating terminal to meet Argentina's growing energy demand, leveraging resources from the Vaca Muerta shale basin, with an expected production capacity of 28 million tons of LNG annually [3]. Group 2: Future Projects - In addition to the large-scale LNG project, YPF is also planning a smaller project in collaboration with a consortium of gas producers and Golar LNG Ltd. [4].

Core Insights - The article emphasizes the importance of creating engaging and educational financial content for various audiences, particularly focusing on thematic investing and market events [1] Group 1: Content Creation - The company specializes in producing written content in multiple formats, including articles, blogs, and social media, aimed at financial advisors and investment firms [1] - There is a strong focus on making financial data accessible and relevant, utilizing empirical data to support narratives [1] - The use of charts and visual aids is highlighted as a key tool for storytelling in finance [1] Group 2: Market Analysis - The company expresses enthusiasm for analyzing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1] - There is an emphasis on macro drivers that influence market conditions and investment opportunities [1] - The content aims to relate to everyday investors in a straightforward and engaging manner [1]