High voltage electric power lines at sunset. imaginima My work here on Seeking Alpha occasionally includes coverage of stocks with exceptionally high growth prospects, such as Amazon (AMZN). Even as a dividend growth investor, that's because I believe a handful of growth stocks are must-owns for me at this phase of my investing journey. However, the vast majority of my coverage here on Seeking Alpha focuses on established dividend growers. In my view, these high-quality investments can provide steadily gr ...

The parties expect to execute a binding LNG SPA and definitive equity agreements with terms substantially equivalent to those in the HoA, with the SPA and equity agreements subject to a number of conditions. Nasir K. Al-Naimi, Aramco Upstream President, said: "We are excited to take this next step into the LNG sector. As a potential strategic partner in the Port Arthur LNG Phase 2 project, Aramco is well placed to grow its gas portfolio with the aim of meeting the world's growing need for lower-carbon sourc ...

SAN DIEGO, June 21, 2024 /PRNewswire/ -- The Sempra Foundation, founded and solely funded by Sempra (NYSE: SRE) (BMV: SRE), today announced a charitable contribution to the American Red Cross to support the distribution of critical resources and services to those impacted by the South Fork and Salt fires in southern New Mexico. "As part of its mission, the Sempra Foundation aims to improve community resilience in the face of increasing severe weather events," said Lisa Larroque Alexander, chair of the Sempr ...

SAN DIEGO, June 20, 2024 /PRNewswire/ -- Sempra (NYSE: SRE) (BMV: SRE) today announced the appointment of Jennifer M. Kirk to the company's board of directors effective June 20, 2024. Kirk is currently the global controller and chief accounting officer of Medtronic plc (NYSE: MDT) and has deep executive experience in finance, accounting and capital market activities, including more than 20 years in the energy industry. Jennifer M. KirkJennifer M. Kirk "Bringing new perspectives into the boardroom is a criti ...

LOS ANGELES, June 13, 2024 /PRNewswire/ -- Southern California Gas Co. (SoCalGas) added Ford E- Transit electric vans into its fleet, as part of its ASPIRE 2045 sustainability strategy, working towards its goals to replace 50% of its over-the-road fleet1 with alternative fuel vehicles (AFV) by 2025 and operate a 100% zero-emissions fleet by 2035. The introduction of 21 new Ford E-Transit vans represents a milestone for SoCalGas as the first battery electric vehicles to be integrated into the company's fleet ...

LOS ANGELES, June 7, 2024 /PRNewswire/ -- Southern California Gas Co. (SoCalGas) will help Labor Community Services (LCS) by bringing 100 volunteers to help sort over 1.8 million pounds of food donations collected through the 32nd Annual National Association of Letter Carriers' (NALC) "Stamp Out Hunger" Food Drive. The company will also present a $25,000 donation to LCS for groceries, which could aid approximately 1,000 families facing food insecurity for up to five days. SoCalGas Volunteers to Help Sort 1. ...

The utility is being recognized not only for its own emissions reduction goals, but also for exemplifying leadership in its internal response to climate change and the engagement of its peers, partners, and supply chain. LOS ANGELES, May 23, 2024 /PRNewswire/ -- Southern California Gas Company (SoCalGas) today announced that it has received the prestigious "Organizational Leadership Award" from The Climate Registry (TCR) at the Climate Leadership Conference in Cleveland, Ohio. The award recognizes the utili ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Former name, former address I.R.S. and former Employer fiscal year, if Commission Exact Name of Registrant as Specified in its Charter, State of Identifica ...

财务数据和关键指标变化 - 公司在第一季度报告了调整后每股收益1.34美元,全年调整后每股收益指引为4.60-4.90美元,2025年为4.90-5.25美元,反映了约7%的年增长率 [19] - 加州公用事业部分收益较去年同期下降24百万美元,主要由于利息费用上升和税收优惠减少,以及基础营业利润下降12百万美元,部分被授权资本成本上升所抵消 [56] - 德克萨斯公用事业部分收益较去年同期增加56百万美元,主要由于费率更新、嵌入式资本和用电量增加,部分被利息和运营费用上升所抵消 [58] - 基础设施部分收益较去年同期下降13百万美元,主要由于运输收入下降和运营费用上升,部分被电力业绩改善和资产及供应优化收益下降27百万美元所抵消 [59] 各条业务线数据和关键指标变化 - 加州公用事业部分受到2023年授权水平的影响,待最终费率决定后将进行追溯调整 [56] - 德克萨斯公用事业部分受益于客户数量增加、电力需求上升和资本投入增加 [58] - 基础设施部分受到运输收入下降和运营费用上升的影响,但电力业绩有所改善 [59] 各个市场数据和关键指标变化 - 德克萨斯市场电力需求预计到2030年将增加65吉瓦,几乎是历史峰值的两倍 [42][43] - 加州市场公用事业公司正在推进电气化和减碳相关投资,同时关注提高可靠性和可负担性 [14][22][25][26] 公司战略和发展方向及行业竞争 - 公司在加州和德克萨斯两大经济重镇拥有领先地位,正在大规模投资以支持电力基础设施建设和能源转型 [13][14][15] - 基础设施部门正在推进LNG出口项目扩张,预计到2050年将支持700百万吨/年的需求 [16][17][35][40] - 公司正在采取谨慎的资本配置策略,保持良好的财务状况以支持未来增长 [61][62][69] 管理层对经营环境和未来前景的评论 - 宏观经济环境向好,制造业生产、供应链状况改善以及就业增长支撑了美国能源需求的强劲增长 [11][12] - 行业正处于一个增长超级周期,公司的战略和资产组合能够从中获益 [12][13][16][17] - 德克萨斯市场电力需求增长强劲,Oncor正在积极应对并提出系统弹性计划以提高可靠性 [42][43][46][47][48] - 公司有信心能够有效管理供应链和劳动力问题,确保LNG项目建设进度 [139][140][141][142][143][144][145][146][147] 其他重要信息 - 加州公用事业部门获得了有利的资本成本监管决定,确保了未来几年的监管确定性 [22][23][24] - 加州公用事业部门正在推进氢气混合利用项目,支持州内的减碳目标 [27][28][29] - 加州公用事业部门的综合费率案预计将在今年内获得最终决定,为未来几年的资本计划提供明确路径 [30] - Oncor提出了约30亿美元的系统弹性计划,用于提高输配电系统的抗灾能力和可靠性 [46][47][48][49][50][51][52] 问答环节重要的提问和回答 问题1 **Shar Pourreza 提问** 公司是否有足够的资产负债表空间来支持未来几年的增量资本支出,是否会考虑利用基础设施部门的资产负债表来抵消可能的股权需求? [68] **Jeff Martin 回答** 公司的资产负债表状况良好,有能力有效地为未来的增长融资。公司过去5年成功地以约10%的年增长率增长调整后每股收益,未来48亿美元的投资计划也有很好的可融资能力,不需要额外的股权融资。公司有多种融资工具可以利用,包括利用基础设施部门的资产负债表等。 [69] 问题2 **Jeremy Tonet 提问** 德克萨斯市场最新的电力需求预测与Oncor之前公布的资本计划是否匹配,是否还有进一步的上升空间? [79] **Jeff Martin 和 Allen Nye 回答** 德克萨斯市场的电力需求预计到2030年将增加65吉瓦,相当于加州电力市场的规模。Oncor预计其服务区域将占到40%-50%的新增需求。Oncor将在今年秋季评估这一需求增长,并相应调整资本计划。Oncor目前5年240亿美元的资本计划中,70%用于输配电网络的扩建,这为应对未来需求增长奠定了基础。此外,Oncor提出的约30亿美元的系统弹性计划也是为了进一步提高电网的可靠性和抗灾能力。 [80][81][82][83][84][85][86][87][88][89][90][91][92] 问题3 **Anthony Crowdell 提问** 基础设施部门在Port Arthur 2和Cameron Phase 2项目建设中,是否面临劳动力和供应链方面的挑战? [136] **Justin Bird 和 Jeff Martin 回答** ECA LNG Phase 1和Port Arthur LNG Phase 1项目建设进展顺利,不存在重大供应链问题。对于后续的Port Arthur Phase 2和Cameron Phase 2,公司正在与Bechtel等主要承包商密切合作,提前采购关键设备,并优化项目成本和风险结构,确保项目能够按计划推进。公司与Bechtel的战略合作关系有助于有效管理这些挑战。 [139][140][141][142][143][144][145][146][147][148][149]

Ideas with energy First Quarter 2024 Earnings Results May 7, 2024 Information Regarding Forward-looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions about the future, involve risks and uncertainties, and are not guarantees. Future ...