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    Matías Cattaruzzi • Adcap Grupo Financiero

    Matías Cattaruzzi's questions to YPF SA (YPF) leadership

    Matías Cattaruzzi's questions to YPF SA (YPF) leadership • Q2 2025

    Question

    Matías Cattaruzzi of Adcap Grupo Financiero questioned if YPF plans to adjust its full-year CapEx guidance and requested an update on the expected equity contributions for the Vaca Muerta Sur pipeline project over the next two years.

    Answer

    CEO Horacio Daniel Marín confirmed that the company's CapEx guidance remains unchanged. CFO Federico Barroetaveña specified that the remaining equity contribution for the Vaca Muerta Sur project (BeMos) is approximately $155 million, with around $50 million to be disbursed in 2025 and the remainder concentrated in 2026.

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    Matías Cattaruzzi's questions to YPF SA (YPF) leadership • Q2 2025

    Question

    Matías Cattaruzzi asked if YPF intends to adjust its $5.2 billion CapEx guidance due to Brent price volatility and requested an update on the expected equity contributions for the Vaca Muerta del Sur (BeMos) pipeline project over the next two years.

    Answer

    CEO Horacio Daniel Marín confirmed that the CapEx guidance will not be changed. CFO Federico Barroetaveña provided specifics on the BeMos project, stating that of the total $230 million equity share, $155 million remains to be contributed, with approximately $50 million due in 2025 and the rest concentrated in 2026.

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    Matías Cattaruzzi's questions to Vista Energy SAB de CV (VIST) leadership

    Matías Cattaruzzi's questions to Vista Energy SAB de CV (VIST) leadership • Q2 2025

    Question

    Matías Cattaruzzi from Adcap Grupo Financiero asked if recent easing of FX restrictions in Argentina created new opportunities for Vista to implement a crude oil hedging program to protect cash flows.

    Answer

    CEO Miguel Galuccio explained that the company's operations have a 'natural hedge' due to its low cash costs, short-cycle CapEx flexibility, and lack of pending capital commitments. He stated that while they have evaluated financial hedges, they have consistently been difficult to implement and too expensive under Argentina's capital control environment, and this remains the case.

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    Matías Cattaruzzi's questions to Vista Energy SAB de CV (VIST) leadership • Q3 2024

    Question

    Matías Cattaruzzi inquired whether Vista is considering implementing a hedging strategy for realized oil prices given recent volatility.

    Answer

    Chairman and CEO Miguel Galuccio stated that the company has no plans for a hedging program, primarily because regulations prevent access to U.S. dollars for such purposes. He added that as a low-cost, low-leverage operator, Vista believes investors can hedge more efficiently on their own.

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