據(jù)管道&天然氣雜志網(wǎng)8月7日?qǐng)?bào)道，得益于成本的降低和加州各部門(mén)的強(qiáng)勁銷(xiāo)售，美國(guó)能源森普拉(Sempra)第二季度的利潤(rùn)表現(xiàn)超出了市場(chǎng)預(yù)期。

根據(jù)Refinitiv的數(shù)據(jù)顯示，在到6月30日為止的二季度中，該公司公布的調(diào)整后每股凈利潤(rùn)為1.88美元，超過(guò)了分析師普遍預(yù)期的1.75美元。

今年4月，天然氣價(jià)格意外下跌，跌至30個(gè)月來(lái)的最低點(diǎn)，這為公用事業(yè)供應(yīng)商在客戶(hù)采購(gòu)方面節(jié)省了大量成本。加上電力燃料和購(gòu)買(mǎi)電力費(fèi)用的減少，這一成本效益戰(zhàn)略顯著提升了森普拉的盈利能力。

森普拉將液化天然氣戰(zhàn)略定位為其投資組合中的新興行業(yè)，以推動(dòng)其增長(zhǎng)軌跡。該公司在擴(kuò)大其液化天然氣基礎(chǔ)設(shè)施方面取得了顯著進(jìn)展，關(guān)鍵項(xiàng)目正在籌備中。

在這些合資企業(yè)中位于墨西哥的Costa Azul液化天然氣出口工廠有望為森普拉的液化天然氣增長(zhǎng)戰(zhàn)略形成助力。此外，位于得克薩斯州的液化天然氣設(shè)施正在開(kāi)發(fā)中，這表明該公司堅(jiān)定地將液化天然氣作為變革性增長(zhǎng)途徑。

預(yù)計(jì)最早于2025年從墨西哥發(fā)貨的森普拉公司，正在穩(wěn)步塑造液化天然氣出口的未來(lái)。

森普拉LNG首席執(zhí)行官Justin Bird在財(cái)報(bào)電話會(huì)議上強(qiáng)調(diào)，亞瑟港一期也在按計(jì)劃推進(jìn)，并計(jì)劃于2027年和2028年各自實(shí)現(xiàn)1號(hào)和2號(hào)生產(chǎn)線的商業(yè)運(yùn)營(yíng)。

盡管森普拉正在進(jìn)行的項(xiàng)目，如卡梅倫液化天然氣二期和亞瑟港液化天然氣二期，正在等待財(cái)務(wù)批準(zhǔn)，但公司的戰(zhàn)略舉措仍與其雄心勃勃的愿景保持一致。

正如Bird證實(shí)那樣，Sempra Infrastructure Partners準(zhǔn)備鞏固其在亞瑟港LNG第一階段的所有權(quán)，預(yù)計(jì)將參與28%的股權(quán)，需要約17.4億美元的股權(quán)承諾。

森普拉董事長(zhǎng)Jeffrey Martin表示，這一戰(zhàn)略性股權(quán)拆分背后的理由在于提高交易量，并與標(biāo)準(zhǔn)普爾500指數(shù)中的公用事業(yè)行業(yè)同行協(xié)調(diào)股價(jià)。

盡管財(cái)務(wù)表現(xiàn)良好，但森普拉的股價(jià)仍出現(xiàn)小幅下跌，周四收于143.31美元，下跌2.4%。

郝芬 譯自 管道&天然氣雜志網(wǎng)

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.