阿根廷总统哈维尔·米莱的能源事务主管辞职，可能会拖慢这位自由意志主义领导人在明年竞选连任前，充分释放阿根廷页岩储量潜力的步伐。
The resignation of President Javier Milei’s energy czar risks slowing the libertarian leader’s push to unleash the full potential of Argentina’s shale reserves ahead of his reelection campaign next year.
丹尼尔·冈萨雷斯曾任美林投资银行家，也曾担任国家石油巨头YPF公司首席执行官，被油气企业视为同道中人。他还主导了米莱削减能源补贴、让价格更贴近市场水平的努力，此前多年政府干预一直压低价格。
Daniel Gonzalez, an ex-Merrill Lynch investment banker who’s also been chief executive of state petroleum giant YPF SA, was viewed as a kindred spirit by oil and gas companies. He also oversaw Milei’s effort to slash energy subsidies and bring prices closer to market levels after years of government intervention that kept them cheap.
或许最重要的是，冈萨雷斯掌管米莱的旗舰投资者计划，即以西班牙语缩写RIGI为人熟知的大型投资激励制度。该计划吸引了数百亿美元的申请，其中约700亿美元将用于钻探油井，随着巴塔哥尼亚页岩热潮加速，这成为原本低迷经济中难得的亮点。
Perhaps most importantly, Gonzalez ran Milei’s marquee investor initiative, known by its Spanish acronym RIGI. The program is drawing applications worth tens of billions of dollars, including about $70 billion that would be spent on oil wells as the shale boom in Patagonia accelerates — a rare bright spot in an otherwise sluggish economy.
RIGI授予税收、汇率和海关优惠，并以法律形式锁定30年；还赋予投资者权利，若阿根廷日后违约，可绕过当地法院直接提起国际仲裁。风险在于，明年若上台一个不那么亲商的政府，可能会搁置任何待批申请。
RIGI bestows tax, currency and customs perks bullet-proofed for 30 years and the right to leapfrog local courts to go straight to international arbitration should Argentina ever break its contracts. The risk is that a less business-friendly government wins power next year and shelves any pending applications.
随着RIGI今年早些时候扩大范围，纳入了Vaca Muerta油田的油井，“申请数量大幅增加，并且在未来几个月将继续增加，”布宜诺斯艾利斯能源分析师、Paspartu咨询公司负责人Juan Jose Carbajales表示。“这些是复杂的申请，需要评估，如果RIGI委员会失去领导层，所有这些都可能面临延误。”
With RIGI expanded earlier this year to include oil wells in the Vaca Muerta deposit, “applications have increased enormously and will continue to do so in the coming months,” said Juan Jose Carbajales, an energy analyst in Buenos Aires who runs the Paspartu consultancy. “These are complex applications to assess and if the RIGI committee is left without its leadership, all of that could face delays.”
这种情绪在政治圈也得到了呼应，例如与米莱结盟的一个小集团议员Eduardo Falcone。“公平地说，Gonzalez向我承认审批进展缓慢，而且确实开始加快了，”Falcone在X平台发帖称。“这将使事情变得复杂。”
The sentiment was echoed in political circles, for instance by Eduardo Falcone, a lawmaker in a small bloc that has allied with Milei. “To give him credit, Gonzalez acknowledged to me that approvals had been moving slowly and and they did start moving faster,” Falcone said in a post on X. “This is going to complicate things.”
Gonzalez周四晚间在一个亲米莱的播客节目中宣布辞职，他表示原想更早离职，但因投资申请激增而留任。“我们在RIGI方面稍微落后了一点，因为有很多项目涌入，”他说。“我们需要加快速度，以避免滚雪球效应。”布宜诺斯艾利斯Empiria咨询公司能源专家Nicolas Gadano表示，石油和天然气公司将更广泛地感受到Gonzalez的缺席。“这是一个重大损失。他对行业和YPF了解很多，”Gadano说。
Announcing his resignation on a Milei-friendly podcast Thursday night, Gonzalez said he wanted to exit sooner but stayed on in part because of the flood of investment applications. “We were a bit behind with RIGI because a lot of projects were coming in,” he said. “And we needed to speed up to avoid a snowball effect.”Nicolas Gadano, an energy expert at Buenos Aires consultancy Empiria, said oil and gas companies would feel Gonzalez’s absence more broadly. “It’s a significant loss. He knew a great amount about the industry and about YPF,” Gadano said.
在播客中，Gonzalez感叹“有一种弃船的感觉。”但他仍表示将保持连续性，称“团队其他成员继续前进。只有我一个人离开。”
On the podcast, Gonzalez lamented “a feeling of abandoning the ship.”But he nonetheless signaled continuity, saying that “the rest of the team marches on. I’m the only one leaving.”