Sempra's LNG Expansion Gains Traction as Stock Ranks 365th in $290M Trading Day

On September 4, 2025, Sempra (SRE) traded with a volume of $290 million, ranking 365th in daily trading activity. The stock closed down 0.13%, reflecting mixed market sentiment ahead of key infrastructure developments.

Sempra Infrastructure is advancing plans for the Port Arthur LNG Phase 2 project, with mobilization approval sought by September 12 and a final investment decision (FID) targeted by late September 2025. The company has secured 6 million tonnes per year (MTPA) in offtake agreements in August, including a 20-year, 2 MTPA deal with EQT. This follows a separate 4 MTPA offtake agreement with ConocoPhillips, underscoring Sempra’s strategic expansion in LNG infrastructure.

The EQT deal, announced in mid-August, positions Sempra as a key player in long-term LNG supply chains. EQT’s acquisition of LNG from Port Arthur Phase 2 aligns with its broader strategy to diversify into global gas markets. Sempra’s ability to secure binding contracts ahead of FID highlights its competitive edge in the Gulf Coast LNG sector, where project timelines and offtake commitments are critical for capital deployment.

Market analysts note that Sempra’s progress on Port Arthur Phase 2—coupled with expanding offtake agreements—strengthens its revenue visibility. However, the stock’s marginal decline suggests investors may be factoring in broader energy market volatility or cautious sentiment toward near-term LNG demand projections. The company’s focus on phased mobilization and FID timelines indicates a measured approach to capital allocation amid evolving regulatory and macroeconomic conditions.

Backtest results indicate that Sempra’s stock has historically shown resilience in infrastructure-driven narratives, with positive momentum observed in quarters where offtake agreements and project milestones were announced. The current trajectory aligns with these historical patterns, though market conditions remain subject to geopolitical and commodity price fluctuations.