Sempra Infrastructure

What Sempra Infrastructure does

Sempra Infrastructure (legal entity Sempra Infrastructure Partners, LP; headquarters Houston, Texas; approximately 2,300+ employees) develops, builds, operates, and invests in North American energy infrastructure across three business lines: LNG, Low Carbon Solutions (clean power, carbon capture and sequestration, and e-natural gas), and Energy Networks (natural gas transportation and distribution). The LNG platform centers on Cameron LNG in Louisiana (~13 Mtpa operational), ECA LNG on Mexico's Pacific Coast (3.25 Mtpa, first production June 2026, joint venture with TotalEnergies), and Port Arthur LNG in Texas, where Phase 1 (~13 Mtpa, target 2027-2028) and Phase 2 (~13 Mtpa, target 2030-2031) are in development under joint ventures with ConocoPhillips and a Blackstone-led investor consortium respectively. The pipeline footprint exceeds 7,700 km across the U.S. and Mexico, complemented by 1,600+ MW of operating power generation in Mexico (1,044 MW renewable wind and solar plus the 625 MW Termoeléctrica de Mexicali combined-cycle plant).

Name

Sempra Infrastructure

Legal name

Sempra Infrastructure Partners, LP

Website

https://semprainfrastructure.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Sempra Infrastructure is a Houston-based energy infrastructure developer and operator that builds, owns, and operates LNG export terminals, ~7,700 km of natural gas pipelines, and 1,600+ MW of generation across the U.S. and Mexico, supplying long-term offtake customers including ConocoPhillips, TotalEnergies, and JERA.

Ownership category

akta.pro rank

Product category

LNG Export and Energy Infrastructure

NAICS

Pipeline Transportation of Natural Gas (48621), Electric Power Generation, Transmission and Distribution (2211), Oil and Gas Pipeline and Related Structures Construction (23712)

SIC

Natural Gas Transmission (4922), Natural Gas Transmisison & Distribution (4923), Water, Sewer, Pipeline, Comm & Power Line Construction (1623)

akta.pro primary industry

Gas-to-Power Project Development (IPP/CPP, Permitting, Financing) (EUALALAC)

akta.pro secondary industries

CO₂ Transport & Export Infrastructure for BECCS (Pipelines, Truck/Rail, Ship, Hubs) (EUAAALAE), SCADA/Telemetry & Communications for Network Assets (EUAJABAH)

Keywords

• LNG export infrastructure
• Natural gas pipelines
• Renewable power generation
• Carbon capture solutions
• Energy infrastructure development

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Infrastructure, Supply Chain, Operations, Personnel, Technology or R&D, Marketing or Sales

Revenue model

1. LNG Sales and Offtake Agreements: Revenue from long-term sales and purchase agreements (typically 20-year terms) for LNG offtake from liquefaction facilities. Customers include TotalEnergies, Mitsui & Co, ConocoPhillips, EQT, JERA, RWE, Orlen, INEOS, and Engie. Capacity-based fees plus commodity sales indexed to Henry Hub pricing.
2. Natural Gas Transportation and Distribution: Fees from natural gas pipeline transportation and distribution services across networks in the U.S. and Mexico, including compressor station operations and refined products terminal storage services.
3. Power Generation and Clean Energy: Revenue from renewable energy generation including wind and solar facilities in Mexico, plus the Termoeléctrica de Mexicali natural gas combined-cycle plant (625 MW).
4. Infrastructure Development and Investment Returns: Returns from development, construction, and operation of energy infrastructure assets. Strategic partnerships with private equity (KKR, Blackstone, CPP Investments) provide capital for project development while Sempra retains operational control and management fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Sempra Infrastructure develops, builds, operates, and invests in North American energy infrastructure across three business lines: LNG export facilities (Cameron LNG, ECA LNG, Port Arthur LNG), natural gas transportation and distribution pipeline networks spanning over 7,700 km in the U.S. and Mexico, and low carbon solutions including renewable power generation (over 1,600 MW), carbon capture and sequestration, and e-natural gas. The company delivers contracted energy and decarbonization services through long-term agreements with major global energy companies and utilities.

Differentiator

Problem solved

Functional benefit

Brands

• Cameron LNG: One of the first liquefaction-export LNG projects in the U.S., located in Hackberry, Louisiana, supplying energy to the world. Phase 1 operational with approximately 13 Mtpa capacity.
• ECA LNG (Energía Costa Azul)
• Port Arthur LNG

Products and services

• Cameron LNG Liquefied natural gas export terminal located in Hackberry, Louisiana with approximately 13 Mtpa nameplate capacity; one of the first liquefaction-export LNG projects in the U.S., supplying energy to global markets. Operated as a joint venture interest.
• ECA LNG (Energía Costa Azul LNG) LNG export facility on Mexico's Pacific Coast in Ensenada, Baja California, providing Asia and Pacific Basin markets access to U.S. natural gas. Phase 1 joint venture with TotalEnergies with 3.25 Mtpa nameplate capacity.
• Port Arthur LNG Phase 1

Quantifiable outcome

• Port Arthur Pipeline Louisiana Connector completed ahead of schedule and under $1 billion budget
• +2 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eleven partnerships are on record, tiered core and major.

• TotalEnergiescoreStrategic or Co-development Partner · 4 June 2026TotalEnergies is joint venture partner in ECA LNG Phase 1 in Ensenada, Mexico, with a 16.6% stake in the project. TotalEnergies also holds a non-binding agreement for approximately one-third of Vista Pacífico LNG's export production. The partnership provides long-term offtake contracts and technical expertise for Pacific Coast LNG operations.
• EQT CorporationcoreStrategic or Co-development Partner · 27 August 2025EQT Corporation signed a 20-year definitive sales and purchase agreement for 2 million tonnes per annum of LNG offtake from Port Arthur LNG Phase 2. EQT will purchase LNG on a free-on-board basis at prices indexed to Henry Hub, supporting project financing and contracted revenue.
• JERAcoreStrategic or Co-development Partner · 31 July 2025JERA, Japan's largest LNG buyer, signed a 20-year sale and purchase agreement for 1.5 million tonnes per annum of LNG from Port Arthur LNG Phase 2. The agreement strengthens JERA's LNG portfolio and positions the U.S. as a long-term LNG supplier to Japan and Asian markets.
• ConocoPhillipscoreStrategic or Co-development Partner · 1 March 2023ConocoPhillips is joint venture partner and anchor offtake customer for Port Arthur LNG Phase 1, with long-term definitive sales and purchase agreements. ConocoPhillips also has offtake agreements for Port Arthur LNG Phase 2 as anchor customer. The partnership provides contracted LNG demand and project financing support.
• Mitsui & CocoreStrategic or Co-development PartnerMitsui & Co has a long-term sales and purchase agreement for LNG offtake from ECA LNG Phase 1 in Mexico. Combined with TotalEnergies, the two offtake partners have contracted 2.5 mtpa of LNG under 20-year agreements, providing contracted revenue for the Pacific Coast export facility.
• RWEmajorStrategic or Co-development PartnerRWE has a long-term offtake agreement for LNG from Port Arthur LNG Phase 1, providing contracted demand for the Gulf Coast export facility.
• OrlenmajorStrategic or Co-development PartnerOrlen has a long-term offtake agreement for LNG from Port Arthur LNG Phase 1, securing LNG supply for European markets.
• INEOSmajorStrategic or Co-development PartnerINEOS has a long-term offtake agreement for LNG from Port Arthur LNG Phase 1, supporting the project's contracted revenue base.
• EngiemajorStrategic or Co-development PartnerEngie has a long-term offtake agreement for LNG from Port Arthur LNG Phase 1, contributing to the project's long-term contracted demand.
• BechtelcoreImplementation/ SI/ Consulting PartnerBechtel Energy is the main EPC contractor for Port Arthur LNG Phase 2 project, awarded contracts for primary liquefaction equipment including four Frame 7 turbines and eight centrifugal compressors for two LNG trains.
• Baker HughesmajorTechnology or IntegrationBaker Hughes supplies primary liquefaction equipment including Frame 7 turbines and centrifugal compressors for Port Arthur LNG Phase 2 under contract awarded by Bechtel Energy.

Scale indicators13 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cheniere Energy: Largest US LNG exporter with operational facilities at Sabine Pass and Corpus Christi plus expansion projects. Directly competes with Sempra's Port Arthur LNG in the US Gulf Coast LNG export market and shares the same offtake customer base (utilities, traders, international buyers). Most comparable peer given parallel business model of long-term SPAs, project-level JV partnerships, and integrated feedgas supply.
• Venture Global LNG: Rapidly growing US LNG exporter with Calcasieu Pass operational and Plaquemines and CP2 under development on the Gulf Coast. Directly competes for offtake customers and investment capital with Sempra's Port Arthur platform. Notable for its aggressive commissioning/early cargo strategy and contested SPA approach, making it a key benchmark for Gulf Coast LNG project economics.
• NextDecade: Developer of Rio Grande LNG in Brownsville, Texas with FID reached and Phase 1 under construction. Direct competitor to Sempra's Port Arthur LNG for US Gulf Coast LNG export capacity, offtake customers (including ConocoPhillips, Shell, ENN), and project financing sources. Smaller scale but similar FID-to-operation profile.

Broad incumbents

• Williams Companies: Major US natural gas pipeline operator with extensive gathering, processing, and transportation network serving LNG export and industrial markets. Comparable to Sempra's Energy Networks business line (7,700+ km pipelines) and overlapping strategy of connecting US gas supply to LNG demand, though Williams is pipeline-focused and not an LNG terminal developer.
• Kinder Morgan: One of the largest US midstream operators with natural gas transmission, storage, and LNG-related infrastructure (including Elba Island LNG). Comparable to Sempra's pipeline network business and similar end-market exposure to LNG export feedgas demand, though Kinder Morgan does not develop LNG export terminals directly.
• Energy Transfer: Major US midstream and LNG developer with extensive natural gas pipeline network plus Lake Charles LNG export project in development. Comparable to Sempra across both pipeline operations and LNG export ambitions; Energy Transfer's integrated pipeline-plus-LNG model closely mirrors Sempra's vertically integrated approach.
• TC Energy: Major North American natural gas pipeline operator with systems in US, Canada, and Mexico including recently Coastal GasLink serving LNG Canada. Comparable to Sempra's Energy Networks business across the integrated North American gas value chain, with overlapping cross-border Mexico exposure. TC Energy exited its own partial LNG development (Cedar LNG JV with Pembina) but provides relevant pipeline-to-LNG benchmarking.

Emerging players

• Excelerate Energy: US-based LNG regasification and floating LNG infrastructure provider. Comparable to Sempra's LNG and net-zero solutions business line as a pure-play LNG infrastructure specialist, though Excelerate focuses on floating storage regasification units (FSRUs) and import terminals rather than large-scale liquefaction export. Represents an adjacent LNG infrastructure model.
• Tellurian: US LNG developer behind Driftwood LNG project in Louisiana. Directly comparable in target market and product (US LNG export via SPAs) but materially behind Sempra in project maturity — Driftwood has faced repeated delays and financing challenges. Useful benchmark for development-stage LNG economics and the competitive landscape for offtake and project finance.

Others

• IEnova (Infraestructura Energética Nova): Wholly-owned subsidiary of Sempra Infrastructure operating the company's Mexican pipeline, storage, and power generation assets. Effectively the Mexican operating arm rather than a true peer, but its public listing history (first Mexican energy infrastructure IPO) and standalone investor reporting make it a relevant benchmark for Mexican energy infrastructure valuation and returns.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SempraInfra
• YouTubeyoutube.com/watch?v=DNI9B9lJuVk
• LinkedInlinkedin.com/company/sempra-infrastructure

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sempra Infrastructure