LNG

Sempra Infrastructure has opened the FERC pre‑filing process for Port Arthur LNG North, a four‑train, 27 mtpa expansion of its Texas export terminal that could start shipping LNG in late 2034, if approved by the US energy regulator and financing is secured.

Private capital from Asian exploration and production (E&P) investor are flocking to the North American market in search for LNG-linked assets. Deal flow is shaped by a ‘merger of equals’ as consolidation among Canada’s Montney shale producers accelerates, and Asian buyers seek to get their hands on shale and LNG-linked assets in the US.