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Sempra

Sempra

Sempra Energy serves one of the largest utility customer bases in the United States. It distributes natural gas and electricity in Southern California and owns 80% of Oncor, a transmission and distribution business in Texas. Sempra Infrastructure partners, of which Sempra will hold a 25% ownership, owns and operates liquefied natural gas facilities in North America and infrastructure in Mexico.www.sempra.com

Search complete. 7 mentions across 5 episodes found for "Sempra".

Oct 13, 2026

Rahul RavipudiGUEST
36:50
But every day I woke up and I went to work early, stayed there late, and by about my third year, I think I started kinda...
Rahul RavipudiGUEST
37:00
Things started just clicking a little bit, and then they clicked a little bit more and a little bit more, and by the time I was a fifth or sixth-year lawyer, I was taking the depositions of the president of Sempra Energy-
Spencer PahlkeHOST
37:13
[laughs]
Rahul RavipudiGUEST
37:14
...
Gabriel WisdomGUEST
16:39
But, uh, the big Canadian, uh, uh, provider, Cameco, is, uh, part of it.
Gabriel WisdomGUEST
16:44
GE Vernova, Duke Energy, Dominion Energy, uh, even Sempra, uh, down here in Southern California.
Gabriel WisdomGUEST
16:50
These are the big, uh, these are the big ones.
Frank MottekHOST
16:53
Terrific.
Robert MontoyaGUEST
21:52
And you have Mark Ellis, he's with MarketClear Research.
Robert MontoyaGUEST
21:55
He used to work at Oncor's parent company, Sempra.
Robert MontoyaGUEST
21:59
He's like, "Look, for utilities, the market says really it should be more like 6 to 7%," and that with the way our structure is built incentivizes building projects.
Robert MontoyaGUEST
22:12
The more you build, he says whenever you invest in a new project, uh, sh- for shareholders, that uplifts their share prices.
Jason MurrayGUEST
82:52
And then, you know, we kind of figured out like, all right, something's happened here.
Jason MurrayGUEST
82:56
Well, it turns out that it was Sempra in partnership with, I believe, Shell, that they had gotten approval or at least paid off someone to give them approval of putting in an LNG plant right where the wave was.
Jason MurrayGUEST
83:15
Because of the, what made the wave so great was that it was deep water and into shallow water in a very very like you know short distance so you had all that swell just jacking up on like this perfect um urchin infested reef but um yeah shell came down and i think i want to say like we myself greg russ worked with serge dina um that i believe it was it was wild coast
David ScalesHOST
83:50
Yeah, I think.
Housley CarrNARRATOR
2:22
Currently, there is one semi-operational LNG export terminal on the west coast of Mexico.
Housley CarrNARRATOR
2:27
The three point two five million tons per annum, four hundred forty million cubic feet per day, Energía Costa Azul, or ECA Phase One in Ensenada, Baja California State, which is co-owned by Sempra Infrastructure, with an eighty-three point four percent controlling interest, and TotalEnergies, with a sixteen point six percent stake.
Housley CarrNARRATOR
2:46
We say semi-operational because while the project produced its first LNG in June and sent out a single shipment in July, it has since been taken offline for repairs slated to be finished in Q4 2026.
Housley CarrNARRATOR
2:58
Sempra and TotalEnergies also are considering a possible twelve million tons per annum, one point two BCF per day, phase two at the ECA site but have not reached a final investment decision, or FID, to date.
Housley CarrNARRATOR
3:11
At least three other Mexican West Coast projects also remain on the drawing board, all of them still pre-FID.
Housley CarrNARRATOR
3:17
Number one, Mexico Pacific Limited's fifteen million tons per annum, two BCF per day, Saguaro Energía LNG project in Puerto Libertad.
Housley CarrNARRATOR
5:10
Number two, the two hundred thirty-nine-mile, nine hundred fifty million cubic feet per day Tarahumara Pipeline, which interconnects with Roadrunner and other pipelines at the US-Mexico border and runs south through Chihuahua State to El Encino.
Housley CarrNARRATOR
5:23
Adding compression could boost the pipe's capacity to one point one BCF per day.

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