YPF (NYSE: YPF) agrees $200M assignment of Mendoza Chachahuén oil and gas cluster

Rhea-AI Filing Summary

YPF Sociedad Anónima agreed to assign its interests in the Chachahuén oil and gas cluster in Mendoza to Energía Mendocina S.A. and Compañía Andina de Petróleo y Gas S.A. for US$200 million, effective June 1, 2026, subject to customary conditions precedent and plus applicable VAT and any closing price adjustments.

The cluster includes 70% of the Chachahuén Sur and Cerro Morado Este concessions and 100% of the Puesto Hernández and Chihuido de la Sierra Negra concessions on the Mendoza side. In the second quarter of 2026, production attributable to YPF’s interest there was about 10 thousand bbl/day of oil and 0.03 million m³/day of natural gas. YPF presents this divestment as part of its 4x4 Plan to optimize its conventional Upstream portfolio and prioritize investment in unconventional fields.

Filing Explained

Beyond the concession interests, YPF’s agreement also assigns the cluster’s pipelines and existing warehouse materials; the assigned interests would be distributed to Compañía Andina de Petróleo y Gas (40% of Chachahuén Sur and Cerro Morado Este, 50% of the two other Mendoza blocks) and Energía Mendocina (30% and 50%, respectively).

Key Figures

Agreed price: US$200 million Oil production: 10 thousand bbl/day Natural gas production: 0.03 million m³/day +5 more

8 metrics

Agreed price US$200 million Consideration for assignment of interests in the Chachahuén cluster

Oil production 10 thousand bbl/day Production attributable to YPF’s interest in Chachahuén cluster in Q2 2026

Natural gas production 0.03 million m³/day Production attributable to YPF’s interest in Chachahuén cluster in Q2 2026

Effective date June 1, 2026 Effective date of the Chachahuén cluster assignment agreement

Concessions share Chachahuén Sur and Cerro Morado Este 70% Portion of these concessions in the Chachahuén cluster held by YPF

Concessions share Puesto Hernández and Chihuido de la Sierra Negra 100% Portion of these concessions on the Mendoza side held by YPF

Post-assignment split Chachahuén Sur and Cerro Morado Este 40% / 30% Interests assigned to Compañía Andina (40%) and Energía Mendocina (30%)

Post-assignment split Puesto Hernández and Chihuido de la Sierra Negra 50% / 50% Interests assigned to Compañía Andina (50%) and Energía Mendocina (50%)

Key Terms

conditions precedent, conventional Upstream portfolio, unconventional fields, VAT, +1 more

5 terms

conditions precedent regulatory

"subject to the fulfillment of certain customary conditions precedent for this type"

Conditions precedent are the specific tasks, approvals, or facts that must be satisfied before a contract or transaction becomes effective or a payment is made. Think of them as a checklist you must complete before turning the key on a new machine; if items are missing the deal can be delayed, renegotiated, or canceled. Investors watch these conditions because they determine timing, completion risk, and whether expected benefits will actually occur.

conventional Upstream portfolio technical

"includes the optimization of its conventional Upstream portfolio — one of the key"

unconventional fields technical

"with a focus on activities and investments in unconventional fields, with the"

VAT financial

"The applicable VAT, as well as any closing price adjustment that may apply, shall"

A value-added tax (VAT) is a consumption tax charged at each stage of producing and selling goods or services, collected by businesses on behalf of the government. Think of it as a small extra charge added along a supply chain that companies remit to tax authorities; for investors it affects pricing, profit margins, cash flow and regulatory risk because firms must manage collection, reporting and potential refunds across jurisdictions.

4x4 Plan financial

"The assignment is part of the Company’s 4x4 Plan, which includes the optimization"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What assets is YPF (YPF) transferring in the Chachahuén cluster deal?

YPF is assigning its interests in the Chachahuén cluster in Mendoza, including 70% of Chachahuén Sur and Cerro Morado Este and 100% of Puesto Hernández and Chihuido de la Sierra Negra (Mendoza side), together with pipelines and related materials stock.

What is the transaction value in YPF (YPF)’s Chachahuén cluster assignment?

The agreed price is US$200 million, to which applicable VAT and any closing price adjustments will be added. This consideration covers the assignment of YPF’s interests, pipelines, and existing stock of materials related to the Chachahuén cluster assets.

How much production is associated with YPF (YPF)’s Chachahuén cluster interests?

In the second quarter of 2026, production attributable to YPF’s interest in the Chachahuén cluster was about 10 thousand bbl/day of oil and 0.03 million m³/day of natural gas, illustrating the scale of the conventional assets being reassigned.

When does the YPF (YPF) Chachahuén cluster transaction become effective?

The agreement has an effective date of June 1, 2026. Completion remains subject to the fulfillment of certain customary conditions precedent for this type of transaction, which must be satisfied before the assignment fully takes effect.

Who are the counterparties in YPF (YPF)’s Chachahuén assignment and how are interests split?

The counterparties are Energía Mendocina S.A. and Compañía Andina de Petróleo y Gas S.A.. For Chachahuén Sur and Cerro Morado Este, Andina receives 40% and Energía Mendocina 30%; for Puesto Hernández and Chihuido de la Sierra Negra, each receives 50%.

How does the Chachahuén cluster transaction fit YPF (YPF)’s 4x4 Plan?

YPF states the assignment is part of its 4x4 Plan, which includes optimizing its conventional Upstream portfolio and focusing activities and investments on unconventional fields, with the stated goal of maximizing value for the company, shareholders, and investors.

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 August 2026

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 (Comisión Nacional de Valores) dated August 5, 2026.

Buenos Aires, August 5, 2026

COMISIÓN NACIONAL DE VALORES (“CNV”)

25 de Mayo 175

Buenos Aires

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

Sarmiento 299

Buenos Aires

A3 Mercados S.A. (“A3 Mercados”)

Maipú 1210

Buenos Aires

Ref.: Material Event – Portfolio Optimization Strategy: Assignment of Chachahuén Cluster’s Conventional Blocks – Province of Mendoza.

Ladies and Gentlemen,

We are writing to you in order to comply with the CNV Rules and the corresponding regulations of ByMA and A3 Mercados.

The Company reports that today YPF S.A. (“YPF” or the “Company”) entered into an agreement with Energía Mendocina S.A. and Compañía Andina de Petróleo y Gas S.A.1 for the assignment of its interest in the cluster Chachahuén, in the Province of Mendoza. This transaction includes the assignment of the pipelines and the existing stock of materials held at the warehouses of such assets.

The Chachahuén cluster is comprised of 70% of the concessions of the blocks Chachahuén Sur and Cerro Morado Este, and 100% of the concessions of the blocks Puesto Hernández and Chihuido de la Sierra Negra (both on the Mendoza side).

During the second quarter of 2026, production attributable to YPF’s interest in the Chachahuén cluster amounted to approximately 10 thousand bbl/day of oil and 0.03 million m³/day of natural gas.

The agreed price amounts to US$200 million, with an effective date of June 1, 2026. The transaction is subject to the fulfillment of certain customary conditions precedent for this type of transaction. The applicable VAT, as well as any closing price adjustment that may apply, shall be added to such amounts.

The assignment is part of the Company’s 4x4 Plan, which includes the optimization of its conventional Upstream portfolio — one of the key levers underpinning YPF’s strategy — with a focus on activities and investments in unconventional fields, with the ultimate goal of maximizing value for the Company, its shareholders and investors.

Sincerely,

Margarita Chun

Market Relations Officer

YPF S.A.

__________________________________

1 The distribution of the interests assigned would be as follows:

Chachahuén Sur and Cerro Morado Este concessions: 40% Compañía Andina de Petróleo y Gas S.A. and 30% Energía Mendocina S.A.

Puesto Hernández and Chihuido de la Sierra Negra concessions (both on the Mendoza side): 50% Compañía Andina de Petróleo y Gas S.A. and 50% Energía Mendocina 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: August 5, 2026		By:		/s/ Margarita Chun
		Name:		Margarita Chun
		Title:		Market Relations Officer