Sempra

SREleader

Sempra is a North American energy infrastructure company operating through its regulated California utilities and its Sempra Infrastructure segment, which develops LNG export terminals and renewable energy projects.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($16.7B)

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SoCalGas (35%)

SDG&E (30%)

Sempra Infrastructure (30%)

Corporate & Other (5%)

Segment Breakdown & Key Customers

Product Details

San Diego Gas & Electric30%

Electric and natural gas service to San Diego and southern Orange County

Southern California Gas35%

Largest natural gas distribution utility in the United States

Sempra Infrastructure35%

LNG export terminals, renewable energy, and cross-border energy projects

Supply Chain Relationships

Competitors

Dominion Energy, Inc.

Regulated utility and infrastructure operations

Impact: National competitor

Partners

ConocoPhillips

LNG supply and infrastructure

Impact: High — key LNG partner

Key Suppliers

GE Aerospace

Turbine and generation equipment

Impact: Medium

Macro & Market Context

유틸리티Sector News

AI 전력 수요 폭증 — 수십 년 만의 수요 증가 사이클 진입

미국 전력 수요 증가 전망

+15~20% (2030E)

데이터센터 전력 소비 비중

4% → 9% (2030E)

원자력 발전 가격

$80~120/MWh

신재생 PPA 계약 단가

$45/MWh

Upcoming Catalysts

◆NEE·SO·DUK Q1 실적 (2026.04)◆FERC 전력망 업그레이드 규정 최종안◆SMR 인허가 일정 업데이트 (NRC)

Latest News

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AI Analysis

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Company Info

Headquarters

San Diego, California, USA

Founded

1998

Employees

16,500

Website

sempra.com

Sector Overview — 유틸리티

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