Analysis: Sempra

US:SRE

Why is Sempra stock rising?

  • Oncor’s incremental large-load transmission and distribution capital pipeline is expected to extend record capital spending through the middle of the next decade.
  • Oncor’s inaugural UTM filing is expected to produce new rates in 2026, allowing recovery of recently placed-in-service transmission and distribution assets.
  • ECA LNG Phase 1 is approaching first LNG production and substantial completion, with revenue recognition and contracted commercial operations to follow in 2026.

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