据管道&天然气杂志网8月7日报道，得益于成本的降低和加州各部门的强劲销售，美国能源森普拉(Sempra)第二季度的利润表现超出了市场预期。
根据Refinitiv的数据显示，在到6月30日为止的二季度中，该公司公布的调整后每股净利润为1.88美元，超过了分析师普遍预期的1.75美元。
今年4月，天然气价格意外下跌，跌至30个月来的最低点，这为公用事业供应商在客户采购方面节省了大量成本。加上电力燃料和购买电力费用的减少，这一成本效益战略显著提升了森普拉的盈利能力。
森普拉将液化天然气战略定位为其投资组合中的新兴行业，以推动其增长轨迹。该公司在扩大其液化天然气基础设施方面取得了显著进展，关键项目正在筹备中。
在这些合资企业中位于墨西哥的Costa Azul液化天然气出口工厂有望为森普拉的液化天然气增长战略形成助力。此外，位于得克萨斯州的液化天然气设施正在开发中，这表明该公司坚定地将液化天然气作为变革性增长途径。
预计最早于2025年从墨西哥发货的森普拉公司，正在稳步塑造液化天然气出口的未来。
森普拉LNG首席执行官Justin Bird在财报电话会议上强调，亚瑟港一期也在按计划推进，并计划于2027年和2028年各自实现1号和2号生产线的商业运营。
尽管森普拉正在进行的项目，如卡梅伦液化天然气二期和亚瑟港液化天然气二期，正在等待财务批准，但公司的战略举措仍与其雄心勃勃的愿景保持一致。
正如Bird证实那样，Sempra Infrastructure Partners准备巩固其在亚瑟港LNG第一阶段的所有权，预计将参与28%的股权，需要约17.4亿美元的股权承诺。
森普拉董事长Jeffrey Martin表示，这一战略性股权拆分背后的理由在于提高交易量，并与标准普尔500指数中的公用事业行业同行协调股价。
尽管财务表现良好，但森普拉的股价仍出现小幅下跌，周四收于143.31美元，下跌2.4%。
郝芬 译自 管道&天然气杂志网
原文如下：
Sempra Exceeds Profit Expectations as LNG Expansion Propels Growth
Sempra has outperformed market projections for second-quarter profit, riding on the tailwinds of reduced costs and robust sales across its California units.
For the three months concluding on June 30, the company reported an adjusted net income per share of $1.88, surpassing analysts' consensus estimate of $1.75, as per data from Refinitiv.
The fortuitous decline in natural gas prices, plunging to a 30-month low in April, translated into substantial cost savings for utility providers in their customer procurement efforts. Complemented by a decrease in electric fuel and purchased power expenses, this cost-efficient strategy significantly buoyed Sempra's profitability.
Fueling its growth trajectory, Sempra has strategically positioned LNG as a burgeoning sector within its portfolio. The company is making noteworthy strides in expanding its LNG infrastructure, with key projects in the pipeline.
Among these ventures is the Costa Azul LNG export plant in Mexico, which is on track to contribute to Sempra's LNG growth strategy. Additionally, a Texas-based LNG facility is under development, hinting at the company's resolute focus on LNG as a transformative growth avenue.
Anticipating the first shipments from Mexico as early as 2025, Sempra is steadily shaping the future of LNG exports.
"Port Arthur Phase 1 is also advancing as expected and continues to target commercial operations of Train 1 and Train 2 in '27 and '28, respectively," highlighted Justin Bird, CEO of Sempra LNG, during an earnings call.
While Sempra's ongoing projects, such as Cameron LNG Phase 2 and Port Arthur LNG Phase 2, await financial greenlights, the company's strategic moves remain aligned with its ambitious vision.
Sempra Infrastructure Partners is poised to cement its ownership stake in Port Arthur LNG Phase 1, with an anticipated 28% equity involvement, requiring approximately $1.74 billion in equity commitment, as confirmed by Bird.
The rationale behind this strategic stock split, Sempra Chairman Jeffrey Martin said, lies in enhancing trading volumes and harmonizing stock prices with its utility sector peers in the S&P 500.
Despite the positive financial performance, Sempra's shares faced a minor setback, slipping 2.4% on Thursday to conclude at $143.31.
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