Sempra Energy

Sempra’s infrastructure subsidiary agreed to sell about 0.8 million tonnes per year of LNG to Petrobras under a 20-year sales and purchase agreement sourcing from Port Arthur LNG Phase 2. Trains 3 and 4 are expected to begin commercial operations in 2030 and 2031, and the contracted volume represents roughly 6.2% of Phase 2’s planned 13 mtpa capacity, improving visibility for future sales. The agreement does not disclose pricing or margins, so earnings impact remains uncertain; construction costs (about $12bn plus $2bn shared facilities), commissioning risks and Sempra’s reduced ownership stake in the infrastructure unit will determine long‑term returns. » Więcej na finance.yahoo.com

Sempra Infrastructure has signed a 20‑year contract with Petrobras for around 0.8 million tonnes of LNG per year. The LNG is to come from the contract‑secured liquefaction capacity of Port Arthur LNG Phase 2 in Texas. After completion of Phase 2, Port Arthur LNG will reach a total capacity of about 26 million tonnes per year; Phase‑2 trains are planned for 2030 and 2031. Petrobras is the first South American company in Sempra Infrastructure’s customer portfolio. » Więcej na de.investing.com

Sempra's board of directors has declared a quarterly dividend of $0.6575 per common share. Payment will be made on October 15, 2026, to shareholders of record at the close of business on September 24, 2026. Sempra operates energy networks in California and Texas. » Więcej na de.investing.com

Sempra Energy shares lost about 3.6% in pre-market trading after Mizuho cut its rating from “Outperform” to “Neutral” and lowered the price target from $104 to $84. The move was prompted by the failure of key elements of California’s wildfire reform SB 492, notably the omission of a mechanism to replenish the state wildfire fund, leaving liability risks for subsidiaries such as SDG&E and SoCalGas. Additional price-target cuts by other analysts, industry-wide disappointment and a weak overall market pushed the stock close to its 52-week low. » Więcej na de.investing.com

Sempra has completed the sale of Ecogas México, a natural gas distribution network serving over 600,000 customers in Mexicali, Chihuahua and La Laguna‑Durango, and received about $500 million. The transaction is part of Sempra’s capital recycling program to support a five‑year investment plan of roughly $65 billion, with more than 95% earmarked for regulated utility infrastructure. The sale complements the agreement to sell a 45% stake in Sempra Infrastructure Partners to affiliates of KKR and is intended to spur investments in Texas and California, reduce reliance on equity issuance and support credit quality. » Więcej na de.investing.com