Sempra

“Emerson Electric Co. was selected for Sempra Infrastructure's Port Arthur LNG Phase two project, which will add 13 million tonnes per annum in capacity to The U.S. Gulf Coast facility.”

Emerson won automation content for Sempra Infrastructure's Port Arthur LNG Phase 2, a read-through on Sempra's LNG expansion.

“we signed offtake agreements with Sempra's Port Arthur, Next Decade's Rio Grande, and Commonwealth LNG beginning in the 2030 and 2031 time frame”

EQT signed an LNG offtake agreement at Sempra's Port Arthur facility, giving EQT direct international gas market exposure and Sempra a long-term supply/marketing counterparty.

“a $7 billion investment we are leading in a venture with energy infrastructure company Sempra, to support construction of a liquefied natural gas project on the Gulf Coast.”

Blackstone is leading a $7B financing venture with Sempra to fund a Gulf Coast LNG project, a major capital partnership for Sempra's infrastructure buildout.

“including Trains 3 and 4 of Sempra's Port Arthur Phase 2 and Train 4 of NextDecade's Rio Grande LNG.”

Baker Hughes won LNG equipment orders for Trains 3 and 4 of Sempra's Port Arthur Phase 2, signaling continued build-out of Sempra's LNG export capacity.

“in late September, Sempra reached its final investment decision for Phase 2 of its Port Arthur LNG project.”

Sempra reached FID on Port Arthur LNG Phase 2, an industrial load Entergy Texas serves via new transmission. Read-through: Sempra is sanctioning the next phase of its Port Arthur LNG expansion.

“thoughts about still looking at LNG offtake and partnership opportunities like you had a couple years back with an MOU with Sempra?”

An analyst referenced Williams' prior LNG offtake MOU with Sempra in asking whether similar partnership opportunities are still being pursued; management said such deals must compete with the returns available elsewhere in the portfolio.

“issued a full notice to proceed under our fixed-price EPC contract with Bechtel.”

Bechtel holds the fixed-price EPC construction contract for Sempra's Port Arthur LNG Phase 2, a read-through of Bechtel's LNG construction backlog.

“talking about the KKR transaction. Obviously, we think it's going to be accretive to credit and EPS, while allowing us to deconsolidate debt at SI.”

KKR is acquiring a 45% stake in Sempra Infrastructure Partners for $10 billion, a large infrastructure investment for KKR.