What the projects in Neuquén are going to buy

What this menu covers, stated plainly: the twenty-one quantified niches are the service chain of the Vaca Muerta shale —from the physical bottlenecks (sand, water, power, rigs and frac sets, logistics) to the compliance layers opened by the verified provincial laws: methane MRV, certification advisory, distributed generation—, which is where the spend is a third party's and the price is derivable. Pipeline transport is not here, and it is the largest pool in the basin: our own midstream calculation puts it at USD 900-1,300 M/year in tariff and deliberately leaves it out of the TAM, because it is a regulated monopoly with a maximum tariff set by resolution —there is no door there for a new entrant—. What can be taken from that same chain (bridge trucking, tank farms, O&M and dispatch) is here, and hangs off the VMOS card of the portfolio. Nor do primary cementing of new wells or the coiled tubing and wireline of the frac carry their own card: they already live inside the well capex of the equipment niche, and that is why Cementing and Well Intervention publish their non-overlapping net —this is a map of where to enter, not a sum—. The seven induced economy niches (retail, housing, healthcare, education, hospitality) are quantified and live on the page for residents, not here.