February 28, 2024

Sempra’s strategy drives 5-year capital plan increase

Submitted by sempra_ian on
公司宣布公司5年资本计划增加20%,并连续第14年提高年度普通股股息.

Headshot and quote from Karen Sedgwick Sempra’s chief financial officer Karen Sedgwick, together with CEO and Chairman Jeffrey W. Martin, announced during the 2023 year-end earnings call on Feb. 27日,该公司的资本计划将增加到480亿美元, 比之前的资本计划增加了20%.1

“Strong projected growth in Sempra’s core markets of California, Texas, Mexico 全球能源市场正在推动我们的五年资本计划大幅增加,” Sedgwick said. “扩大我们的资本活动也支持了我们能够实现可持续发展的信心, long-term value for our owners.”

Sempra’s family of companies have a long history 代表其客户进行投资,向北美的大型增长市场提供能源, dating back to the 1800s. 该五年资本计划出台之际,该公司的目标是通过对新能源网络进行有纪律的投资,保持行业领先地位, 将客户连接到新的可再生能源和开拓智能电网技术,以提高可靠性和安全性. With energy essential to modern life, 这些投资旨在满足未来几年人们不断变化的能源需求.

“At Sempra, 我们是一家总部位于圣地亚哥的公司,在创新和使用新技术更好地服务客户方面有着良好的记录,” said Sedgwick, who has worked at the company since 1992. “我们为我们在能源转型方面取得的进展以及我们为股东提供强劲财务回报的声誉感到自豪.” 

信息图详细介绍了Sempra的5年资本计划,2024-2028. In the same earnings update on Feb. 27日,森普拉宣布董事会宣布每股盈利0美元.该公司普通股的季度股息为每股62美元,即2美元.48 per share on an annualized basis, representing a 4.比2023年增长2%,这是该公司连续第14年提高年度普通股股息.

Sempra还宣布,将把2024年全年每股收益(EPS)预期区间收窄至4美元.60 to $4.1990年,并推出了2025年全年每股收益指导范围为4美元.90 to $5.25, 与去年每股收益指导区间的中点相比,同比增长了7%. 该公司还重申了其长期预期每股收益增长率约为6%至8%. 

New energy networks to fulfill North America’s needs

2023年年终财报电话会议上的公告是该公司在能源价值链中专注于产生高质量经常性现金流的输配电基础设施的结果. In addition, Sempra的商业战略为其客户创造了从关键市场的电气化和脱碳趋势中受益的机会.

“我们是位于北美一些最大市场的顶级输电和配电平台的所有者和运营商, with a goal of delivering safe, reliable, 为我们的客户提供弹性和日益可持续的能源,” Sedgwick said. 

利用创新推动长期可持续能源解决方案

Sempra及其家族企业近年来蓬勃发展, Sedgwick said, 在一定程度上是通过推动创新和新技术 three growth platforms - Sempra California, Sempra Texas和Sempra Infrastructure. 

在这三个向近4000万消费者提供能源的增长平台上,利益相关者看到了从北美首个清洁氢动力微电网到家庭的创新 H2 Innovation Experience — and the Wildfire Next Generation System这是一种预测建模技术,有助于保护社区免受野火风险. 为了满足“孤星之州”快速增长的人口, Sempra Texas正在扩大其电网连接到新的可再生能源发电 harnesses the sun and wind 以满足不断增长的需求,而森普拉基础设施将继续 accelerate access to energy through its high-growth, lower carbon platform.

“As we look to the future, 森普拉将继续拥抱创新,因为我们寻求机会,为我们的客户提供更清洁,更安全的能源,并创造一个更安全的环境 sustainable business,” said Sedgwick. “By doing so, 在不断增长的股息和致力于提供卓越服务的管理团队的支持下,我们为投资者提供投资机会,以吸引能源基础设施领域的增长, long-term returns.”

 


 

指从Sempra的2023 - 2027年资本计划增加到2024 - 2028年资本计划,其中包括$16.Sempra在未合并实体的预计资本支出中按比例拥有的权益的20亿美元,但不包括Sempra对这些实体的预计出资, and excludes $8.在Sempra和未合并实体的预计资本支出中,按比例持有60亿美元的非控制性权益. Sempra的资本计划和对资本需求潜在增长的预期是基于一些假设, 如果数据不准确,将对森普拉的实际资本支出产生重大影响.

本文包含1995年《全球最大的博彩平台》意义上的前瞻性陈述. 前瞻性陈述是基于对未来的假设, involve risks and uncertainties, and are not guarantees. 未来的结果可能与任何前瞻性陈述中所表达或暗示的内容存在重大差异. 这些前瞻性陈述仅代表我们在本文发布之日的估计和假设. 我们不承担因新信息而更新或修改任何前瞻性陈述的义务, future events or otherwise.

In this article, 前瞻性陈述可以通过“相信”等词来识别,” “expect,” “intend,” “anticipate,” “contemplate,” “plan,” “estimate,” “project,” “forecast,” “envision,” “should,” “could,” “would,” “will,” “confident,” “may,” “can,” “potential,” “possible,” “proposed,” “in process,” “construct,” “develop,” “opportunity,” “preliminary,” “initiative,” “target,” “outlook,” “optimistic,” “poised,” “maintain,” “continue,” “progress,” “advance,” “goal,” “aim,” “commit,” or similar expressions, or when we discuss our guidance, priorities, strategy, goals, vision, mission, opportunities, projections, intentions or expectations.

Factors, among others, 可能导致实际结果和事件与任何前瞻性陈述中所表达或暗示的内容产生重大差异的因素包括:加州野火, 包括潜在的损害赔偿责任,不论过失和任何无法从保险中收回全部或大部分费用的情况, 加州议会第1054号法案设立的野火基金, rates from customers or a combination thereof; decisions, investigations, inquiries, regulations, denials or revocations of permits, consents, approvals or other authorizations, renewals of franchises, and other actions, including the failure to honor contracts and commitments, by the (i) California Public Utilities Commission (CPUC), Comisión Reguladora de Energía, U.S. Department of Energy, U.S. 美国联邦能源管理委员会、德州公用事业委员会.S. 美国国税局和其他监管机构.S., Mexico and states, counties, cities and other jurisdictions therein and in other countries where we do business; the success of business development efforts, construction projects, acquisitions, divestitures, and other significant transactions, 包括以下风险:(1)能否作出最终投资决定, (二)按期、按预算完成建设工程或者其他交易的, (iii)如果完成这些工作,实现任何这些工作的预期收益, (iv) obtaining third-party consents and approvals, and (v) third parties honoring their contracts and commitments; macroeconomic trends or other factors that could change our capital expenditure plans and their potential impact on rate base or other growth; litigation, arbitrations, property disputes and other proceedings, and changes to laws and regulations, including those related to tax and trade policy and the energy industry in Mexico; cybersecurity threats, including by state and state-sponsored actors, 对我们的系统或与我们有业务往来的第三方系统的勒索软件或其他攻击, including the energy grid or other energy infrastructure; the availability, uses, sufficiency, 资本资源成本以及我们以优惠条件借钱或筹集资金并履行义务的能力, 包括由于(i)信用评级机构下调我们的信用评级或将这些评级置于负面展望的行动, (ii) instability in the capital markets, or (iii) rising interest rates and inflation; the impact on affordability of San Diego Gas & Electric Company’s (SDG&E)和南加州天然气公司(SoCalGas)的客户费率及其资本成本和可持续发展目标&E’s, 由于通货膨胀的波动性,SoCalGas和Sempra Infrastructure将更高的成本转嫁给客户的能力, interest rates and commodity prices, (ii) with respect to SDG&E’s and SoCalGas’ businesses, 满足加州对低碳和可靠能源需求的成本, 以及(iii)关于Sempra Infrastructure的业务, volatility in foreign currency exchange rates; the impact of climate and sustainability policies, laws, rules, regulations, disclosures and trends, 包括采取行动减少或消除对天然气的依赖, 加州天然气分销公司面临的政治或监管环境的不确定性增加, the risk of nonrecovery for stranded assets, and uncertainty related to relevant emerging and early-stage technologies; weather, natural disasters, pandemics, accidents, equipment failures, explosions, terrorism, information system outages or other events, such as work stoppages, that disrupt our operations, damage our facilities or systems, 造成有害物质的释放或火灾,或使我们承担损害赔偿责任, fines and penalties, some of which may not be recoverable through regulatory mechanisms or insurance or may impact our ability to obtain satisfactory levels of affordable insurance; the availability of electric power, natural gas and natural gas storage capacity, 包括输电网故障造成的中断, pipeline system or limitations on the withdrawal of natural gas from storage facilities; Oncor Electric Delivery Company LLC’s (Oncor) ability to reduce or eliminate its quarterly dividends due to regulatory and governance requirements and commitments, including by actions of Oncor’s independent directors or a minority member director; and other uncertainties, 其中一些是难以预测的,超出了我们的控制范围. 

这些风险和不确定性将在Sempra提交给美国环保局的报告中进一步讨论.S. Securities and Exchange Commission (SEC). 这些报告可通过EDGAR系统在SEC网站上免费获取.gov, and on Sempra’s website, nhathongminhgialai.net. 投资者不应过分依赖任何前瞻性陈述.

Sempra Infrastructure, Sempra Infrastructure Partners, Sempra Texas, Sempra Texas Utilities, Oncor and Infraestructura Energética Nova, S.A.P.I. de C.V. (IEnova)和加州公用事业公司SDG不一样&E or SoCalGas, and Sempra Infrastructure, Sempra Infrastructure Partners, Sempra Texas, Sempra Texas Utilities, Oncor and IEnova are not regulated by the CPUC.