{"id":69311,"date":"2026-04-23T12:06:42","date_gmt":"2026-04-23T15:06:42","guid":{"rendered":"https:\/\/safras.com.br\/es\/?p=69311"},"modified":"2026-04-23T12:06:42","modified_gmt":"2026-04-23T15:06:42","slug":"energia-freno-privatizacion","status":"publish","type":"post","link":"https:\/\/safras.com.br\/es\/energia-freno-privatizacion\/","title":{"rendered":"Gobierno argentino frena privatizaci\u00f3n del GNL hasta 2027"},"content":{"rendered":"

En un giro estrat\u00e9gico forzado por la volatilidad geopol\u00edtica, el Gobierno nacional ha decidido suspender el proceso de privatizaci\u00f3n de la log\u00edstica del Gas Natural Licuado (GNL)<\/b><\/a><\/span>. La medida busca blindar el costo de la energ\u00eda interna frente al shock de precios internacionales provocado por el conflicto en Medio Oriente<\/b>, manteniendo la estructura estatal de Enarsa<\/b> como garante de las compras externas.<\/p>\n

La Secretar\u00eda de Energ\u00eda<\/b> resolvi\u00f3 mantener a la empresa estatal Enarsa al frente de la importaci\u00f3n y comercializaci\u00f3n de gas licuado por un a\u00f1o m\u00e1s. La decisi\u00f3n frena el plan original de transferir esta operaci\u00f3n a manos privadas, una licitaci\u00f3n en la que ya compet\u00edan gigantes del sector como Naturgy<\/b> y Trafigura<\/b>.<\/p>\n

1. El factor Medio Oriente y el Estrecho de Ormuz<\/h2>\n

La escalada b\u00e9lica en el Golfo P\u00e9rsico ha desarticulado las proyecciones de costos para el invierno de 2026:<\/p>\n

    \n
  • \n

    Shock de Precios:<\/b> El cierre del Estrecho de Ormuz<\/b> dispar\u00f3 el valor del GNL, que alcanz\u00f3 picos de US$ 22 el mill\u00f3n de BTU<\/b> en los mercados internacionales.<\/p>\n<\/li>\n

  • \n

    Ofertas en suspenso:<\/b> La empresa Naturgy hab\u00eda presentado una oferta competitiva de US$ 4,50<\/b> por mill\u00f3n de BTU para actuar como agente agregador, pero la volatilidad actual impide convalidar contratos de largo plazo.<\/p>\n<\/li>\n<\/ul>\n

    2. Cautela financiera y costo interno<\/h2>\n

    Desde el Ministerio de Econom\u00eda explicaron que la prioridad actual es el ancla fiscal<\/b> y la estabilidad de las tarifas:<\/p>\n

      \n
    • \n

      Evitar el traslado a precios:<\/b> Dejar la importaci\u00f3n en manos privadas bajo las condiciones actuales de mercado obligar\u00eda a convalidar precios altos que se trasladar\u00edan directamente a la industria<\/b> y a los usuarios residenciales<\/b>.<\/p>\n<\/li>\n

    • \n

      Volumen de importaci\u00f3n:<\/b> Para este a\u00f1o, Argentina prev\u00e9 la compra de 23 cargamentos<\/b> de GNL para abastecer el pico de demanda invernal. Al centralizar las compras a trav\u00e9s de Enarsa, el Estado puede gestionar el financiamiento y la log\u00edstica con mayor discrecionalidad.<\/p>\n<\/li>\n<\/ul>\n

      3. Impacto en el cronograma de reformas<\/h2>\n

      Aunque la privatizaci\u00f3n sigue formando parte de la hoja de ruta del presidente Javier Milei, la realidad operativa ha impuesto una pausa:<\/p>\n

        \n
      • \n

        Pr\u00f3rroga:<\/b> Enarsa continuar\u00e1 liderando la operaci\u00f3n hasta el a\u00f1o 2027<\/b>.<\/p>\n<\/li>\n

      • \n

        Condiciones futuras:<\/b> El proceso licitatorio solo se reanudar\u00e1 cuando el precio internacional del gas retorne a niveles de estabilidad que permitan una competencia real sin sumar sobrecostos al sistema energ\u00e9tico nacional.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        En un giro estrat\u00e9gico forzado por la volatilidad geopol\u00edtica, el Gobierno nacional ha decidido suspender el proceso de privatizaci\u00f3n de la log\u00edstica del Gas Natural Licuado (GNL). La medida busca blindar el costo de la energ\u00eda interna frente al shock de precios internacionales provocado por el conflicto en Medio Oriente, manteniendo la estructura estatal de […]<\/p>\n","protected":false},"author":13,"featured_media":69312,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[399,444],"tags":[334,1086],"commodity":[],"class_list":["post-69311","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-empresas","category-noticias-financieras","tag-argentina-es","tag-gnl"],"acf":[],"yoast_head":"\nGobierno argentino frena privatizaci\u00f3n del GNL hasta 2027 - SAFRAS & Mercado<\/title>\n<meta name=\"description\" content=\"Energ\u00eda posterg\u00f3 la transferencia del GNL. 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