Sempra董事长兼首席执行官表示:“这对我们公司来说是一个激动人心的时刻 杰弗里·W. 马丁 在CNBC的“疯狂金钱与吉姆克莱默”2月11日. 跟着… 2023年全年财报电话会议 where 马丁 announced a company-record $48 billion five-year capital plan 和 reaffirmed the company’s projected long-term EPS growth rate of 6% to 8%1.
资本计划
马丁 shared with Cramer that a portfolio of strong growth 机会 prompted the 20% increase to the company’s five-year capital plan2. 资本计划主要集中在 Sempra加州 和 Sempra德州森普拉三个中的两个 增长平台.
“We increased our capital plan by roughly $8 billion 和 that will allow us to fund several strategic initiatives — grid modernization, 以及在安全性和可靠性方面的关键投资. +, 我们将对电网进行额外投资，以更快的速度使可再生能源并网,马丁说.
企业战略
随着时间的推移, 美国公司已经证明了这一点, long-term success have also demonstrated an adept approach to continuing to invest in 和 optimize their corporate 策略, 马丁说. 自成立以来 25年前这是森普拉成功的标志.
“我们一直在谈论战略的重要性，”马丁说. “我们认为这是一个整合我们资产的机会, 员工和投资，在市场上创造竞争优势.”
在过去的六年里, the company has steadily focused on building leadership positions in large economic markets like California 和 德州 while narrowing its investment focus to the trans任务 和 distribution (T&D)能源价值链的一部分.
”相结合, these two features of our 策略 have positioned our company to grow cash flows 和 earnings at an attractive rate with less exposure to commodity 和 other related risks,马丁说.
市场更新
“我们仍然对加州的新机遇感到兴奋，”马丁说.
该州致力于成为清洁能源的领导者, the company is taking active steps to “green the grid” 和 make investments in safety 和 reliability for the benefit of its customers. Sempra加州的圣地亚哥天然气公司 & 电, 该公司在支持可再生能源方面处于全国领先地位, 包括屋顶太阳能，圣地亚哥县的渗透率高达23%. 该公司还在圣地亚哥地区进行投资，以支持电动汽车的普及, 哪个是大约140人的家园,000年电动汽车.
马丁还详细介绍了该公司在德克萨斯州的努力，其重点是需要扩大和 电网现代化 帮助支持预期的经济扩张和持续的人口增长. 除了这些调节的T&D投资，该公司还推出了130亿美元3 在德克萨斯州亚瑟港建设一个新的液化天然气(液化天然气)出口项目. 回应在德州的独特机会, 马丁说, “We certainly believe we will be among the largest capital investors in the State of 德州 through the end of the decade.”
美国的领导地位
克莱默对森普拉公司的规模和规模表现出了极大的兴趣 液化天然气 以及美国能源部(DoE)最近暂停批准新的出口项目.
“今天，美国是液化天然气的全球领导者，”马丁说. “Going forward, we expect that will continue because the long-term fundamentals of 液化天然气 are intact due to continued strong dem和 from Europe 和 Asia 和 the need to back out coal as a feedstock for power production.”
马丁 went on to confirm that Port Arthur 液化天然气 Phase 1 和 ECA 液化天然气 Phase 1 are fully permitted 和 well into the construction phase 和 that several other development projects already have the required DoE permits. 他最后说:“美国是一个 向善的力量 在全球能源市场.”
马丁还表示，他预计能源部的许可问题只是暂时的, 和 that America would continue to be a global leader in both the energy markets 和 in sustainable business practices.
“在森普拉，我们相信这两件事可以共存，”马丁说. “更重要的是, 如果我们做好自己的工作, the real winner will be the American worker 和 America’s allies who will use 液化天然气 to improve energy 证券交易委员会urity 和 achieve a lower carbon footprint.”
1 指森普拉2024 - 2028年的资本计划，其中包括$16.2B of Sempra’s proportionate ownership interest in projected capital expenditures at unconsolidated entities while excluding Sempra’s projected capital 贡献 to those entities, 不包括8美元.6B of noncontrolling interest’s proportionate ownership interest in projected capital expenditures at Sempra 和 at unconsolidated entities. Sempra’s capital plan 和 expectations regarding potential increases to its capital requirements are based on a number of assumptions, 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.
2 指森普拉2023 - 2027年的资本计划增加到2024 - 2028年的资本计划.
3 指预计的资本支出, 哪些代表了项目的100%, 而不是森普拉的所有权份额. 资本性支出包括项目一级的资本化利息和项目应急费用.
4 指森普拉2023 - 2027年的资本计划增加到2024 - 2028年的资本计划 which includes $16.2B of Sempra’s proportionate ownership interest in projected capital expenditures at unconsolidated entities while excluding Sempra’s projected capital 贡献 to those entities, 不包括8美元.6B of noncontrolling interest’s proportionate ownership interest in projected capital expenditures at Sempra 和 at unconsolidated entities. Sempra's capital plan 和 expectations regarding potential increases to its capital requirements are based on a number of assumptions, 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.
This article contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. 前瞻性陈述是基于对未来的假设, 涉及风险和不确定性, 并不是保证. 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. These forward-looking statements represent our estimates 和 assumptions only as of the date of this press release. 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, 未来事件或其他.
在本文中, 前瞻性陈述可以通过“相信”等词来识别,”“希望,”“意愿,”“预测,”“思考,”“计划,”“估计,”“项目,”“预测,”“想象,”“应该,”“可以,”“会,”“会,”“有信心,”“可能,”“可以,”“潜在,”“可能,”“提出,"正在处理中",”“构建,”“发展,”“机会,”“初步,“”倡议,”“目标,”“前景,”“乐观,”“准备,”“保持,”“继续,”“进步,”“进步,“”的目标,“”的目标,”“提交,或类似的表达, 或者当我们讨论我们的指导时, 优先级, 策略, 目标, 愿景, 任务, 机会, 预测, 意图或期望.
因素, 等, that could cause actual results 和 事件 to differ materially from those expressed or implied in any forward-looking statement include: California wildfires, including potential liability for damages regardless of fault 和 any inability to recover all or a substantial portion of costs from insurance, 加州议会第1054号法案设立的野火基金, rates from customers or a combination thereof; decisions, 调查, 调查, 规定, 拒绝或撤销许可证, 同意, 批准或其他授权, 特许经营权的续期, 以及其他行为, 包括不履行合同和承诺, 加州公用事业委员会(CPUC), Comisión Reguladora de Energía, U.S. 美国能源部.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., 墨西哥和各州, 县, cities 和 other jurisdictions therein 和 in other countries where we do business; the success of business development efforts, 建设项目, 收购, 资产剥离, 以及其他重大交易, 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)取得第三方的同意和批准, 和 (v) third parties honoring their contracts 和 commitments; macroeconomic trends or other factors that could change our capital expenditure plans 和 their potential impact on rate base or other growth; litigation, 仲裁, 财产纠纷及其他诉讼, 以及法律法规的变化, including those related to tax 和 trade policy 和 the energy industry in Mexico; cyber证券交易委员会urity threats, 包括国家和国家资助的行为者, 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, 使用, 充分性, 和 cost of capital resources 和 our ability to borrow money or otherwise raise capital on favorable terms 和 meet our obligations, including due to (i) actions by credit rating agencies to downgrade our credit ratings or place those ratings on negative outlook, (二)资本市场不稳定, or (iii) rising interest rates 和 inflation; the impact on affordability of San Diego Gas & 电力公司的可持续发展目标&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, SoCalGas’ 和Sempra基础设施’s ability to pass through higher costs to customers due to (i) volatility in inflation, 利率和商品价格, (ii)关于可持续发展目标&E ' s和SoCalGas的业务, 满足加州对低碳和可靠能源需求的成本, 以及(iii)关于Sempra基础设施的业务, volatility in foreign currency exchange rates; the impact of climate 和 sustainability policies, 法律, 规则, 规定, 信息披露和趋势, 包括采取行动减少或消除对天然气的依赖, increased uncertainty in the political or regulatory environment for California natural gas distribution companies, 搁浅资产无法收回的风险, 和 uncertainty related to relevant emerging 和 early-stage technologies; weather, 自然灾害, 大流行, 事故, 设备故障, 爆炸, 恐怖主义, 信息系统中断或其他事件, 比如停工, 扰乱我们的运作, 破坏我们的设施或系统, 造成有害物质的释放或火灾，或使我们承担损害赔偿责任, 罚款及罚则, 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, 天然气和天然气储存能力, 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 电 Delivery Company LLC’s (Oncor) ability to reduce or eliminate its quarterly dividends due to regulatory 和 政府ernance requirements 和 commitments, including by actions of Oncor’s independent directors or a minority member director; 和 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. 美国证券交易委员会(SEC). 这些报告可在证券交易委员会网站上通过EDGAR系统免费获得。 证券交易委员会.政府和森普拉的 网站, wolaipei.com. 投资者不应过分依赖任何前瞻性陈述.
Sempra基础设施, 森普拉基础设施合作伙伴, Sempra德州, 森普拉德州公用事业公司, Oncor和基础设施能源, S.A.P.I. de C.V. (IEnova)和加州公用事业公司SDG不一样&E或SoCalGas, 和Sempra基础设施, 森普拉基础设施合作伙伴, Sempra德州, 森普拉德州公用事业公司, Oncor和IEnova不受CPUC的监管.
