米莱能源负责人称,阿根廷瓦卡穆埃尔塔页岩能够抵御政治风险

乔纳森·吉尔伯特 2025年9月11日

(彭博社)——阿根廷能源部长丹尼尔·冈萨雷斯表示,阿根廷吸引投资者为页岩油气基础设施融资的计划可以抵御短期政治风险。 

阿根廷瓦卡穆埃尔塔页岩地区的钻井平台。图片:YPF

过去两年,总统哈维尔·米莱伊推行了全面的市场化改革,帮助页岩油生产商和运输商获得了全球信贷,其中包括一项标志性的原油出口管道项目融资协议。然而,在9月7日的选举中,阿根廷最大省份的选民们对米莱伊的选情不利,并支持左翼反对派,导致市场出现抛售,该国的风险溢价大幅上升。

“当你为未来二三十年修建一条管道时,你不会考虑上周的省级选举,”冈萨雷斯在布宜诺斯艾利斯的一次活动间隙表示。“现在可能不是发行债券的时候,但是,只要你有一个开放的经济,它就不会影响长期项目。”

页岩生产商仍在努力完成几个重大项目,包括一条为浮动液化装置供应天然气的新管道和一个更具雄心的液化天然气终端。

雪佛龙公司阿根廷国家经理安娜·西蒙纳托本周在布宜诺斯艾利斯举行的另一场石油会议上表示,阿根廷页岩投资者需要未来的政府“维持自由市场政策”。

下一篇:  YPF 首席执行官表示,阿根廷瓦卡穆埃尔塔页岩的钻探将放缓

原文链接/WorldOil

Argentina’s Vaca Muerta shale can withstand political risk, Milei’s energy chief says

Jonathan Gilbert September 11, 2025

(Bloomberg) -- Argentina’s plans to lure investors to finance shale oil and gas infrastructure can withstand short-term political risk, according the country’s energy chief, Daniel Gonzalez. 

A drilling rig shown in the Vaca Muerta shale region of Argentina. Image: YPF

President Javier Milei’s sweeping market-oriented reforms over the past two years have helped shale producers and transporters access global credit, including a signature project-finance deal for a pipeline to export crude. But after voters in Argentina’s biggest province took the wind out of Milei’s sails in a Sept. 7 election, and gave a boost to the leftist opposition, markets have sold off and the country’s risk premium has jumped.

“When you build a pipeline for the next 20 or 30 years, you’re not looking at a provincial election last week,” Gonzalez said on the sidelines of an event in Buenos Aires. “It might not be the time to issue debt, but, while you have an open economy, it doesn’t impact long-term projects at all.”

Shale producers are still trying to firm up several major projects, including a new pipeline to supply floating liquefaction units and an even-more ambitious LNG terminal.

Argentine shale investors need future governments to “maintain free-market policies,” Ana Simonato, Chevron Corp.’s country manager in Argentina said this week at a separate Buenos Aires oil conference.

Read next: Drilling to slow in Argentina’s Vaca Muerta shale, YPF CEO says