BowTiedMara - Argentina & Geoarbitrage

BowTiedMara - Argentina & Geoarbitrage

The YPF Flippening?

Could Argentina's appeal in the YPF case flip the odds in the country's favor?

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BowTiedMara
Oct 31, 2025
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Welcome Avatar! This week the Milei government confirmed that the hearing around its YPF appeal case couldn’t have gone better. Burford Capital’s stock took a -15% dive right after. Will Argentina be able to steer the case in its favor? An overview of the latest events and potential consequences below.


Autist note — if you’re not familiar with the ins and outs of the nationalization process around YPF, and the current lawsuit, these articles dive into the core of the matter to get you up to speed (in chronological order):

YPF: the laundromat of the century

YPF: the laundromat of the century

BowTiedMara
·
June 2, 2023
Read full story
The $16 Billion YPF Inheritance

The $16 Billion YPF Inheritance

BowTiedMara
·
March 12, 2024
Read full story
The YPF Gold Rush

The YPF Gold Rush

BowTiedMara
·
Jan 29
Read full story
Threading the YPF Petroleum Needle

Threading the YPF Petroleum Needle

BowTiedMara
·
Jul 1
Read full story

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