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Latin America · ARG

Argentina

Vaca Muerta is the shale story outside North America. The macro still gets in the way of the geology.

balanced

Oil production

0.8 mb/d

0.7 mb/d demand

Net oil

+0.1 mb/d

Near balance

Gas production

42 bcm

Net -2 bcm

O&G rent

2.1%

Fiscal breakeven $50

Oil balance

Production versus demand, 2025, million barrels per day.

Production0.8 mb/d
Consumption0.7 mb/d

Gas balance

Production versus demand, 2025, billion cubic metres.

Production42 bcm
Consumption44 bcm

Proven oil

3 bn bbl

Gas reserves

0.4 tcm

Refining

0.6 mb/d

LNG

2 bcm import

Hydrocarbon mix

Oil versus gas in this country’s oil-and-gas demand (oil-equivalent).

  • Oil31%
  • Gas69%

Economy

Dollarised energy capex in a peso economy. LNG export trains are the 2030s upside. Winter gas imports should fade if pipelines keep pace with Neuquén.

GDP
$0.7 tn
Population
46.0 m
Oil intensity
0.4 bbl /$1k
Oil & gas rent
2.1% GDP
Hydrocarbon trade
0.4% GDP
Fiscal breakeven
$50 /bbl
$30 oil shock
+1.7 pp GDP
Club
Independent

Projected oil demand

Regional IEA WEO 2025 oil pathways applied to this country’s 2025 baseline. STEPS 2035 demand 0.8 mb/d (net +0.3) versus NZE 0.5 mb/d (net +0.1).

Scenario2025203020352050
Stated Policies0.70.70.80.8
Net Zero 20500.70.70.50.2
Current Policies0.70.80.80.9

Same region