Transportadora de Gas del Sur S.A. (TGS): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizado]

No mundo dinâmico da infraestrutura energética, o Transportadorora de Gas del Sur S.A. (TGS) fica em uma encruzilhada crítica de transformação estratégica. Aplicando meticulosamente a matriz Ansoff, a empresa está pronta para reimaginar sua trajetória de crescimento, misturando a experiência tradicional de transporte de gás com inovação tecnológica de ponta e expansão estratégica do mercado. Desde otimizar os oleodutos existentes até a exploração de fronteiras de energia renovável, a TGS está criando um roteiro ousado que promete redefinir seu cenário competitivo e se posicionar como um fornecedor de soluções de energia em visão de futuro no cone do sul.

Transportadora de Gas del Sur S.A. (TGS) - ANSOFF MATRIX: Penetração de mercado

Expandir contratos existentes de transporte de gás natural com clientes industriais atuais na Argentina

A TGS atende a 74 clientes industriais no mercado argentino a partir de 2022. O volume total de transporte da empresa atingiu 62,1 milhões de metros cúbicos por dia no segmento industrial.

Otimize a infraestrutura do pipeline para aumentar a capacidade e a eficiência da transmissão

A TGS opera 9.231 quilômetros de gasodutos na Argentina. A capacidade da rede de transmissão da empresa é de 81,4 milhões de metros cúbicos por dia.

• Comprimento total do oleoduto: 9.231 quilômetros
• Capacidade de transmissão de rede: 81,4 milhões de m³/dia
• Investimento de infraestrutura em 2022: US $ 47,3 milhões

Implementar campanhas de marketing direcionadas para atrair mais acordos de serviço de longo prazo

A TGS gerou US $ 684,2 milhões em receitas de transporte em 2022, com 63% de contratos de serviço de longo prazo.

Desenvolva estratégias de preços competitivos para reter e atrair mais clientes nos segmentos de mercado atuais

O TGS mantém uma estrutura de preços competitivos com um valor médio de contrato de US $ 1,2 milhão por cliente industrial anualmente.

Aprimore as plataformas de serviço digital para melhorar o envolvimento e a satisfação do cliente

Os investimentos em plataforma digital totalizaram US $ 3,7 milhões em 2022, melhorando a interação do cliente e a eficiência do serviço.

• Investimento de plataforma digital: US $ 3,7 milhões
• Taxa de satisfação do cliente: 92%
• Interações de serviço online: 146.000 em 2022

Transportadora de Gas del Sur S.A. (TGS) - ANSOFF MATRIX: Desenvolvimento de mercado

Explore possíveis oportunidades de transporte de gás nos países da América do Sul, vizinhos

Em 2022, os TGs transportaram 63,9 milhões de metros cúbicos de gás natural por dia. Os volumes de transporte de gás transfronteiriços para o Chile eram de 4,2 milhões de metros cúbicos ao dia.

Desenvolva parcerias estratégicas com empresas regionais de energia

A TGS detém uma participação de 30% na planta de processamento de gás Tratayén, representando US $ 42,6 milhões em investimento em infraestrutura.

• Parceria existente com YPF: contrato de transporte de 15 anos
• Colaboração com a Pan American Energy: 8,2 milhões de metros cúbicos/dia de compromisso
• Aliança Estratégica com Tecpetrol: Projeto de Infraestrutura Conjunta de US $ 36,7 milhões

Investigar possíveis investimentos em infraestrutura em regiões carentes

Investimento em infraestrutura de formação de xisto Vaca Muerta: US $ 287 milhões em gastos de capital em 2022.

Crie pacotes de serviço especializados para mercados de energia emergentes

Receita atual do pacote de serviços: US $ 214,6 milhões em 2022.

• Contratos de transporte flexíveis
• Soluções de logística integradas
• Serviços de monitoramento digital

Aproveite a experiência técnica existente para projetos internacionais de transporte de gás

Capacidades técnicas do TGS: 9.000 quilômetros da rede de pipeline, 18 estações de compressão.

Transportadora de Gas del Sur S.A. (TGS) - ANSOFF MATRIX: Desenvolvimento de produtos

Desenvolver soluções avançadas de rastreamento e monitoramento digitais para transporte de gás

A TGS investiu US $ 12,5 milhões em atualizações de infraestrutura digital em 2022. A empresa implementou sistemas de monitoramento baseados em IoT, cobrindo 4.763 quilômetros de rede de gasodutos.

Invista em infraestrutura de energia renovável e tecnologias de transporte de gás verde

A TGS comprometeu US $ 45 milhões a projetos de energia renovável em 2022-2023. A capacidade de produção de biogás aumentou para 68.000 m³ por dia.

• Capacidade de produção de biogás: 68.000 m³/dia
• Investimento de energia renovável: US $ 45 milhões
• Projetos de tecnologia verde: 6 iniciativas ativas

Crie serviços integrados de consultoria de gerenciamento de energia para clientes industriais

A receita de consultoria de energia atingiu US $ 17,3 milhões em 2022, com 42 clientes industriais atendidos.

Expandir serviços de redução de emissões de carbono e recursos de negociação de crédito de carbono

A TGS negociou 1,2 milhão de créditos de carbono em 2022, gerando US $ 9,6 milhões em receita adicional.

• Créditos de carbono negociados: 1,2 milhão
• Receita de negociação de carbono: US $ 9,6 milhões
• Projetos de redução de emissões: 14 iniciativas ativas

Projete soluções de transporte especializadas para setores emergentes de energia como hidrogênio

O investimento em infraestrutura de transporte de hidrogênio atingiu US $ 22,7 milhões, com capacidade potencial de 15.000 m³ por dia.

Transportadora de Gas del Sur S.A. (TGS) - ANSOFF MATRIX: Diversificação

Invista em desenvolvimento e gerenciamento de projetos de energia renovável

A TGS investiu US $ 45 milhões em projetos de energia renovável em 2022. A Companhia desenvolveu 120 MW de capacidade de energia solar na Argentina. O portfólio atual de energia renovável gera 215 MW de energia limpa.

Explore Investimentos de Infraestrutura de Energia Midstream

A TGS expandiu os investimentos em infraestrutura média no meio da corrente em US $ 78 milhões em 2022. A rede atual de infraestrutura média cobre 9.300 quilômetros de sistemas de tubulação.

• Investimento de infraestrutura do meio do meio: US $ 78 milhões
• Comprimento da rede de pipeline: 9.300 quilômetros
• Novos projetos de infraestrutura: 3 grandes expansões de pipeline

Desenvolver serviços de tecnologia de captura e armazenamento de carbono

A TGS comprometeu US $ 32 milhões ao desenvolvimento da tecnologia de captura de carbono. A capacidade atual de captura de carbono atinge 500.000 toneladas métricas por ano.

Crie Divisões Consultivas e Consultivas Técnicas de Energia

A TGS estabeleceu a Divisão Consultiva Técnica com 45 consultores especializados. A receita anual dos serviços de consultoria atingiu US $ 12,5 milhões em 2022.

• Consultores empregados: 45
• Receita de consultoria: US $ 12,5 milhões
• Áreas de serviço: infraestrutura de energia, tecnologias renováveis

Investigue tecnologias alternativas de armazenamento de energia

A TGS investiu US $ 25 milhões em pesquisa de armazenamento de baterias. Capacidade atual de armazenamento de energia desenvolvida: 75 MWh.

Transportadora de Gas del Sur S.A. (TGS) - Ansoff Matrix: Market Penetration

You're looking at how Transportadora de Gas del Sur S.A. (TGS) can squeeze more revenue from its current assets and customer base. That's the heart of market penetration, and for TGS, it hinges on maximizing existing infrastructure and capitalizing on recent regulatory wins.

Maximize utilization of the existing 5,700+ miles of pipeline network.

The core asset here is the extensive network. Getting more molecules through those pipes is pure margin expansion, especially since the fixed costs are already sunk. The goal is to push throughput toward the maximum capacity of 74,265,500 m³ a day, which is the system's maximum capacity.

Capitalize on the Ps. 70,423 million Q3 2025 revenue growth in Liquids by increasing domestic NGL sales.

The Liquids segment showed real traction in the third quarter of 2025. You saw revenues jump by Ps. 70,423 million year-over-year in Q3 2025. That growth was fueled by higher sales volumes and favorable exchange rates, especially after the Cerri Complex reopened following the March 7, 2025 flood. To keep this momentum, focusing on domestic sales that benefit from deregulation, like butane sold at export parity prices under Program Hogar starting January '25, is key.

Here's a quick look at the Q3 2025 Liquids performance driver:

Secure higher regulated tariffs through the Five-Year Tariff Review to offset inflation in the Natural Gas Transportation segment.

The regulated business needs tariff certainty to keep pace with inflation; the recent regulatory action provided exactly that. ENARGAS approved the Five-Year Tariff Review on April 29, 2025, covering the 2025-2030 period. This is critical because, in Q3 2025, the Natural Gas Transportation EBITDA declined due to insufficient tariff adjustments relative to inflation effects.

The approved framework sets the stage for revenue stability:

• Initial Tariff Increase: 3.67% (applied in 31 monthly installments).
• Real After-Tax WACC: 7.18%.
• Regulated Investment Plan: Defined at Ps. 279,107,575 over five years.
• Monthly Tariff Update: Introduced by the Secretariat of Energy via Decree No. 371/2025, replacing the old semiannual scheme.

Increase billed volume in the Midstream segment beyond the Q3 2025 average of 32 MMm³/day.

The Midstream segment, tied to Vaca Muerta, is a growth engine. The transported natural gas billed volume already hit an average of 32 million cubic meters per day in Q3 2025, up from 29 million cubic meters per day in Q3 2024. The natural gas conditioning volume also saw a significant increase, moving from 16 million cubic meters per day to 29 million cubic meters per day in the same period. You want to push that conditioning volume higher than the reported 29 MMm³/day for Q3 2025, as that volume contributed almost ARS 21 billion to Midstream EBITDA.

Leverage the 20-year license extension to secure long-term domestic transportation contracts.

Regulatory certainty is the foundation for locking in long-term commitments. Argentina's Executive Branch ratified the 20-year license extension via Decree N° 495/2025, published on July 24, 2025. This pushes the operational horizon out to December 28, 2047, from the original December 28, 2027 expiration. This extension removes renewal risk, which is a clear signal for securing long-term deals.

Key terms of the extension ratification:

• New License Expiration: December 28, 2047.
• Extension Term: An additional 20 years.
• Ratification Decree Date: July 24, 2025.
• Condition Precedent: TGS must waive all pending claims against the Argentine government within 10 business days of the decree.

Finance: draft the cash flow impact analysis for the Ps. 279,107,575 five-year investment plan by Friday.

Transportadora de Gas del Sur S.A. (TGS) - Ansoff Matrix: Market Development

You're looking at how Transportadora de Gas del Sur S.A. (TGS) can take its existing midstream services and apply them to new geographical markets. This is Market Development in action, and the recent infrastructure awards give you a clear path to follow.

The plan centers on utilizing the expanded capacity of the Perito Moreno pipeline. Transportadora de Gas del Sur S.A. (TGS) secured a contract on October 20, 2025, valued at $700 million, to expand this critical asset. This project is set to increase the pipeline's transportation capacity from 21 million cubic meters per day (MMm³/day) up to 35 MMm³/day. The total investment for the Perito Moreno expansion, which includes building three compression plants and new equipment at the Tratayén gas plant, amounts to US$560 million. Also, Transportadora de Gas del Sur S.A. (TGS) will spend an additional US$220 million on a new compression plant and pipeline segment along the Neuba III gas pipeline. The new capacity is targeted to come online in the first months of 2027.

The strategic goal tied to this capacity increase is targeting new gas export markets in neighboring countries. You can see the key figures related to this infrastructure push below:

The expansion is explicitly intended to open export opportunities to Chile, Bolivia, and Brazil. This focus on international sales leverages the existing infrastructure that already transports 60% of Argentina's gas across 9,200 km of pipeline.

For NGL exports via the Puerto Galván facilities, you should note the baseline performance. In 2024, Transportadora de Gas del Sur S.A. (TGS) sold more than 1 million tons of LPG, natural gasoline, and ethane. The Midstream and Other Services segment, which includes these facilities, generated USD 89 million in sales in 2024, an 18% increase over 2023, representing 18% of total revenue.

Actions to facilitate these new international sales include bidding on cross-border pipeline interconnections. This is a necessary step to physically connect the expanded Argentine capacity to potential off-takers in neighboring nations. Furthermore, Transportadora de Gas del Sur S.A. (TGS) can offer its midstream services directly to international producers. The company already operates treatment plants with a conditioning capacity of 28 MM m³/d in the Vaca Muerta formation.

Here are the key operational metrics that support this market development push:

• Average system injection in 2024 reached 83.4 MMm³/d.
• This 2024 injection volume was 14% higher than in 2023.
• Firm contracted capacity in 2024 totaled 83.5 MMm³/d, the highest in the last 10 years.
• The company is the leading midstreamer in the Vaca Muerta formation.

The success of this strategy hinges on securing the necessary regulatory approvals and commercial agreements for the cross-border transport, which will utilize the newly available capacity above the 21 MMm³/day baseline.

Transportadora de Gas del Sur S.A. (TGS) - Ansoff Matrix: Product Development

You're looking at how Transportadora de Gas del Sur S.A. (TGS) plans to grow by developing new services or significantly enhancing existing ones, which is the Product Development quadrant of the Ansoff Matrix. This is about taking what TGS knows-gas handling and infrastructure-and packaging it into new revenue streams.

For the conceptual engineering study on a new polyduct to transport Natural Gas Liquids (NGLs) from Tratayén to Bahía Blanca, the groundwork is already visible in TGS's existing liquids business. In fiscal year 2024, TGS sold more than 1 million tons of LPG (propane and butane), natural gasoline, and ethane. This existing capability, centered around the General Cerri Complex in Bahía Blanca, provides the operational blueprint for such a dedicated NGL line, even if the specific engineering study cost isn't publically itemized.

You can see the immediate opportunity in introducing higher-value conditioning services at the Tratayén Plant. This is directly tied to the capacity expansion that brought the plant to a total conditioning capacity of 28 MMm³/day in 2024. The modules added for this expansion are already being evaluated for conversion to extract LPG, which aligns with providing new natural gas-processing services to shale gas producers in Tratayén.

Offering steam generation for electricity production to industrial clients falls squarely within the Midstream segment scope, leveraging existing infrastructure and operational expertise. While I don't have a specific revenue figure for this service yet, it's a logical extension of their current Midstream activities, which generated sales of USD 89 million in 2024.

A concrete action for enhancing existing service tiers involves a planned capital outlay. Transportadora de Gas del Sur S.A. (TGS) is earmarking approximately US$220 million for investment to expand transportation capacity by 12 MMm³/d in the final sections of the trunk pipeline system. This investment, which is set for repayment through TGS's regulated tariff, is specifically aimed at enhancing compression and reliability for premium service tiers.

Also, the rollout of advanced telecommunications services through Telcosur is a clear example of product development using existing right-of-way assets. Telcosur connects important cities in the south and west of Argentina using an extensive system of fiber and radio networks. Here are the network statistics as of late 2025:

• Radio link network length: 4,600 Km
• Fiber optic network length: 3,570 Km
• Experience in operation: Over +20 years
• Recent Vaca Muerta fiber optic installation: 150 km

To give you a better picture of the segment where these new services are being developed, look at the 2024 performance metrics for the Midstream and Liquids segments. This shows the base from which TGS is building new offerings; defintely, the Midstream segment is a key growth driver.

The total annual sales for Transportadora de Gas del Sur S.A. (TGS) in 2024 reached USD 1,090 million.

Transportadora de Gas del Sur S.A. (TGS) - Ansoff Matrix: Diversification

You're looking at how Transportadora de Gas del Sur S.A. (TGS) is moving beyond its core regulated business, which is smart for long-term stability. The focus here is on new markets and services, which is the heart of diversification in the Ansoff Matrix.

The most concrete move right now is the major expansion of the Perito Moreno pipeline. This isn't just about more gas; it's about securing capacity for future export opportunities and linking Vaca Muerta production more effectively to the broader system. Transportadora de Gas del Sur S.A. (TGS) was awarded the contract for these works, requiring a significant investment.

Regarding the Natural Gas Liquids (NGL) project, Transportadora de Gas del Sur S.A. (TGS) is already a major player in liquids. The company is one of the largest producers of liquids in Argentina, operating assets like the NGL Fractionating and Dispatch facility in Bahía Blanca. While the specific planned US$2.5 billion NGL project execution is a stated goal, the execution timeline and final capacity boost figures aren't confirmed in the latest updates, so we focus on the existing scale.

For renewable energy infrastructure, the strategic intent is to lower operating expenses by powering compression stations with solar power. This aligns with broader capital planning. Transportadora de Gas del Sur S.A. (TGS) has a maintenance CapEx plan outlined at approximately US$340MM spread over a 5-year period.

The pursuit of new international buyers through the Perito Moreno expansion supports the goal of accessing global markets, which is also tied to the modular LNG export project strategy. While the specific Final Investment Decision (FID) target date of the end of 2025 for Transportadora de Gas del Sur S.A. (TGS)'s modular LNG project isn't explicitly confirmed in recent reports, the pipeline expansion is designed to facilitate such export opportunities.

The strategy to secure supply for future export ventures involves upstream integration. Transportadora de Gas del Sur S.A. (TGS) is focused on maximizing its midstream role in Vaca Muerta. The company's current strategic focus points include:

• Securing gas supply from Vaca Muerta to replace more expensive LNG and diesel imports.
• Executing the Perito Moreno expansion to increase transport capacity by 14 MMm³/d.
• Potentially adding an extra 6 MMm³/d to the Perito Moreno pipeline capacity.
• The overall investment in the first phase of the pipeline expansion is $700 million.

Finance: draft 13-week cash view by Friday.