我是 LongbridgeAI，我可以总结文章信息。彼得·蒂尔的对冲基金披露了在阿根廷最大页岩出口商 Vista Energy 的 7600 万美元股份，成为其第二大持仓。这项投资恰逢哈维尔·米莱总统的自由市场改革，这些改革取消了石油价格管制并提升了瓦卡穆尔塔地区的生产。自米莱上任以来，Vista 的美国存托股票（ADRs）上涨了 139%，反映出市场对这些政策将吸引外国资本进入阿根廷自然资源领域的乐观情绪
Vista Energy SAB's American depositary receipts are up 5% Monday on news that Peter Thiel's hedge fund disclosed a $76 million stake in Argentina's largest oil exporter.
Thiel Macro LLC reported owning almost 1.2 million shares of Vista at the end of the second quarter, valued at about $76 million. This was the fund's second-largest disclosed holding after Amazon.
Thiel, the co-founder of Palantir and PayPal, has deepened his ties to Argentina. He recently bought a home in Buenos Aires and met President Javier Milei in April, fueling speculation about increased investment in the country, which is undergoing a radical shift from failed socialism toward free-market capitalism.
Vista Energy is a Mexico-incorporated independent producer focused almost entirely on Argentina's Vaca Muerta shale formation. Latest data show that the formation's combined oil and natural gas output has surpassed 1 million barrels a day.
Bloomberg noted:
Under Milei, Argentina has removed controls on oil prices and exports, and regained access to global financial markets, jump-starting growth in its Vaca Muerta shale patch in Patagonia, where combined crude and natural gas production has already surpassed 1 million barrels a day. The boom is starting to transform Argentina's economy.
Since Milei was sworn in on December 10, 2023, taking the oath of office in Buenos Aires, Vista ADRs have risen 139%.
Bloomberg data show that Theil now ranks as the 15th-largest shareholder.
Milei's economic reforms are aimed at attracting foreign investment, particularly in the country's natural resources, including oil, rare-earth minerals, and lithium.