Sempra Infrastructure's dual-coast LNG export strategy

In July 2026, ECA LNG Phase 1, our liquefied natural gas (LNG) export facility under construction in Baja California, Mexico, successfully loaded and shipped its first cargo of LNG as part of its commissioning process. It was an important project milestone, but it also represented something broader for Sempra Infrastructure: our dual-coast LNG export strategy is closer than ever to full realisation, adding a Pacific Coast point of supply to a portfolio already anchored by our Cameron LNG facility and Port Arthur LNG facilities under construction on the US Gulf Coast. This dual-coast LNG export strategy will allow us to directly serve global markets through multiple shipping routes, providing customers with greater flexibility and reducing exposure to shipping constraints. It will also allow us to build on the resource depth, reliability, and affordability of North American natural gas. The strategy is straightforward: develop and operate a portfolio that can give customers more than one practical pathway to reliable supply. Cameron LNG Cameron LNG is the operating foundation of our LNG business. Located in Hackberry, Louisiana, on the Calcasieu Ship Channel, the three-train facility has an export capacity of approximately 12 million tonnes per annum (Mtpa) and has been in commercial operation since 2019. The facility has delivered US LNG to 37 countries and more than 1,100 cargoes — milestones that underscore that a successful portfolio strategy depends not only on future growth but also on proven operational excellence. Cameron LNG also offers potential for additional growth. The proposed Cameron LNG Phase 2 project is under development and would add approximately 6 Mtpa of production capacity. From a portfolio perspective, Cameron LNG gives us a Gulf Coast asset that can serve both European and Asian customers. Europe can be reached without canal transit, while Asian markets can be served through established global shipping routes. Port Arthur LNG Port Arthur LNG is the next major growth platform in our portfolio. Port Arthur LNG Phase 1 is under construction in Jefferson County, Texas, with direct access to the Gulf Coast through the Sabine-Neches Ship Channel. The project is designed to include two liquefaction trains, two LNG storage tanks, and associated facilities with a nameplate capacity of approximately 13 Mtpa. Port Arthur LNG Phase 2 reached a positive final investment decision in September 2025 and is now under construction. It will add two more liquefaction trains and associated facilities, doubling the total nameplate capacity of the facility to approximately 26 Mtpa. That buildout makes Port Arthur LNG a central part of our dual-coast strategy, expanding the supply of secure and reliable US natural gas available to customers across Atlantic and Pacific markets. ECA LNG The ECA LNG Phase 1 project is a single-train liquefaction facility with a nameplate capacity of 3.25 Mtpa. Once commercial operations begin, cargoes can reach Asian and Pacific Basin markets without transiting the Panama Canal, reducing transportation time and costs while giving customers another source of competitively priced US natural gas. A second, larger phase is under development at the same site. The proposed ECA LNG Phase 2 project would add multiple trains and one LNG storage tank, increasing nameplate capacity by approximately 12 Mtpa and expanding the Pacific Coast component of our portfolio. Differentiated dual-coast LNG export strategy Across Cameron LNG, Port Arthur LNG Phases 1 and 2, and ECA LNG Phase 1, our projects in operation or under construction represent more than 40 Mtpa of LNG capacity. Proposed brownfield expansions at Cameron LNG and ECA LNG could add approximately 18 Mtpa. Together, these projects illustrate how geographic diversity can translate into commercial flexibility and supply reliability. The US Gulf Coast offers deep access to US natural gas resources, established maritime infrastructure, and practical routes to Europe and Asia. The Pacific Coast provides a more direct connection to Asian and other Pacific Basin markets. By combining Gulf Coast scale with Pacific Coast access, Sempra Infrastructure is building a differentiated LNG platform designed to serve customers across markets and through changing conditions.