YPF Aims for 2026 Final Investment Decision on LNG Project as Shell Withdraws Due to Scope Modifications
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Source: NASDAQ.COM
YPF's LNG Project: YPF, an Argentinian state-owned energy company, plans to finalize a $20 billion liquefied natural gas (LNG) project with partners Eni and ADNOC's XRG by 2026, targeting a capacity of 12 million metric tons per year.
Shell's Withdrawal: Shell has exited a phase of the Argentina LNG project due to significant changes in project scope, including a reduction in capacity from 12 mtpa to 6 mtpa, prompting YPF to seek a new partner.
Export Timeline: YPF anticipates starting exports from the LNG project around 2030 or 2031, contingent on reaching a final investment decision by mid-2026.
Energy Sector Insights: Oceaneering International and Canadian Natural Resources are highlighted as top-ranked stocks in the energy sector, with Oceaneering holding a Zacks Rank #1 and Canadian Natural Resources a Zacks Rank #2.
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Analyst Views on OII
Wall Street analysts forecast OII stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 32.360
Low
23.00
Averages
25.50
High
28.00
Current: 32.360
Low
23.00
Averages
25.50
High
28.00
About OII
Oceaneering International, Inc. is a global technology company delivering engineered services and products and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries. Its Subsea Robotics segment includes remotely operated vehicles (ROVs), survey services and ROV tooling businesses. The Manufactured Products segment provides distribution systems, such as production control umbilicals and connection systems made up of specialty subsea hardware, along with clamp connectors and subsea and topside control valves. The Offshore Projects Group segment provides a portfolio of integrated subsea project capabilities and solutions. The Integrity Management & Digital Solutions segment provides asset integrity management, corrosion management, inspection and nondestructive testing services. The Aerospace and Defense Technologies segment provides services and products, including engineering and related manufacturing in defense and space exploration activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historical Performance Review: Over the past two years, OII has exceeded EPS estimates 38% of the time and revenue estimates 63% of the time, indicating a degree of stability in its financial performance.
- Expectation Revision Dynamics: In the last three months, OII's EPS estimates have seen one upward and one downward revision, while revenue estimates have also experienced one upward and one downward revision, reflecting market divergence regarding the company's future performance.
- Market Focus: Oceaneering is viewed as a critical link in Western subsea defense capabilities, and the market's attention on its earnings report extends beyond the numbers to its strategic position and future growth potential within the industry.
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- Annual Revenue Growth: The total revenue for FY 2025 reached $2.8 billion, marking a 5% increase, which demonstrates the company's ability to achieve stable growth despite challenges, reflecting its market position in marine engineering.
- Significant Net Income Increase: The net income for the year was $354 million, a remarkable 140% increase from 2024, indicating effective cost control and potentially boosting investor confidence in future profitability.
- Cash Flow and Buyback Activity: Oceaneering generated $319 million in operating cash flow and $208 million in free cash flow, ending the year with $689 million in cash and equivalents, while repurchasing 1.81 million shares, showcasing a positive stance on capital management and self-value recognition.
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- Broad Earnings Releases: Furthermore, up to 70 companies, including ADAM, AGI, and AMPL, are slated to report after Wednesday's close, indicating heightened market activity and investor interest in the earnings season.
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- Conference Call Details: The company will host a conference call and webcast on February 19, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) to provide an in-depth analysis of the financial results and engage with investors.
- Investor Relations Website: The earnings release and a link to the webcast will be available on Oceaneering's Investor Relations website, enhancing the flow of information between the company and its investors.
- Company Overview: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, showcasing its extensive influence across multiple sectors.
See More
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- Conference Call Details: The company will host a conference call and webcast on February 19, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) to discuss the financial results and their implications for the business with investors.
- Investor Relations Link: The earnings release and a link to the webcast will be posted on Oceaneering's Investor Relations website, ensuring timely access to relevant information for investors and facilitating engagement in discussions.
- Company Background: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, showcasing its technical strength and market influence across multiple sectors.
See More
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- Market Reaction: Given the increased volatility in the space exploration sector, investors may reassess their investment strategies regarding related ETFs, potentially affecting future capital inflows and market dynamics.
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