YPF confirms FID and 30-year LNG export approval for charter deal

Rhea-AI Filing Summary

YPF S.A. reports that the conditions precedent for the entry into force of its Bareboat Charter Agreement with GOLAR MK II CORPORATION have been satisfied.

The confirmed steps include the adoption of the Final Investment Decision by Southern Energy S.A. (SESA)—in which YPF holds an indirect 25% interest through its subsidiary Sur Inversiones Energéticas S.A.U.—and the issuance of a Free Export Authorization certificate for liquefied natural gas for a term of 30 years by the National Secretariat of Energy. These milestones allow the charter agreement to proceed under the agreed terms.

Insights

Energy infrastructure analyst

Key prerequisites cleared for LNG charter to commence.

YPF states that all conditions precedent for the Bareboat Charter Agreement with GOLAR MK II CORPORATION are now satisfied. The filing highlights two triggers: a Final Investment Decision by SESA and a government-issued Free Export Authorization for LNG covering 30 years.

SESA’s FID is notable because YPF has an indirect 25% stake via SUR, linking YPF to the project’s go-forward status. The authorization provides a long-duration regulatory framework for LNG exports.

Execution details, cost impacts, and timelines are not provided in this excerpt. Subsequent disclosures may specify operational start dates, volumes, or commercial terms.

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-F or Form 40-F:

Form 20-F ☒   Form 40-F ☐

YPF Sociedad Anónima

TABLE OF CONTENT

ITEM 1 Translation of letter to the Argentine Securities Commission dated November 4, 2025.

Buenos Aires, November 4, 2025

COMISION NACIONAL DE VALORES

25 de Mayo 175

Buenos Aires

BOLSAS Y MERCADOS ARGENTINOS S.A. (“ByMA”)

Sarmiento 299

Buenos Aires

A3 MERCADOS S.A. (“A3 Mercados”)

Maipu 1210

Buenos Aires

Ref.: Participation in Liquefied Natural Gas (LNG) Export Project – Southern Energy S.A.

Dear Sirs,

The purpose of this letter is to comply with the rules of the Argentine National Securities Commission (Comisión Nacional de Valores) and the corresponding regulations of ByMA and A3 Mercados, and following up on our previous Material Event (Hecho Relevante) dated May 2, 2025, relating to the aforementioned matter.

In this regard, we hereby inform you that the conditions precedent for the entry into force of the Bareboat Charter Agreement entered into with GOLAR MK II CORPORATION on May 2, 2025 (the “BBCA MKII”) have been satisfied, including, among others, the adoption of the Final Investment Decision (FID) by Southern Energy S.A. (“SESA”), a company in which YPF S.A. has an indirect 25% interest through its subsidiary Sur Inversiones Energéticas S.A.U. (“SUR”), and the issuance of the Free Export Authorization certificate for Liquefied Natural Gas for a term of 30 years by the National Secretariat of Energy.

Yours faithfully,

Margarita Chun

Markets Relations Officer

YPF S.A.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

				YPF Sociedad Anónima
Date: November 4, 2025				By:		/s/ Margarita Chun
				Name:		Margarita Chun
				Title:		Market Relations Officer

FAQ

What did YPF (YPF) announce in this 6-K?

YPF confirmed that conditions precedent for its Bareboat Charter Agreement with GOLAR MK II CORPORATION have been satisfied.

What approvals or decisions were included in the update from YPF (YPF)?

The update includes SESA’s Final Investment Decision and a 30-year Free Export Authorization for LNG issued by the National Secretariat of Energy.

What is YPF’s interest in SESA mentioned in the filing?

YPF holds an indirect 25% interest in SESA through its subsidiary Sur Inversiones Energéticas S.A.U.

What does the 30-year Free Export Authorization cover for YPF (YPF)?

It authorizes the export of liquefied natural gas for a term of 30 years.

Which agreement is moving forward according to YPF (YPF)?

The Bareboat Charter Agreement with GOLAR MK II CORPORATION is cleared to enter into force.

Does the filing disclose financial terms or timelines?

The excerpt does not provide financial terms or operational timelines.