Sempra Energy

11Mar2026

What LNG Glut? Qatari Outage Puts US Projects in the Driver’s Seat

Cheniere Energy, LNG, Natural Gas, Sempra Energy, The Daley Note, Venture Global

Analyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…

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22Jan2026

With Lake Charles LNG Suspension, ET Beaches its White Whale

Cheniere Energy, Energy Transfer, Natural Gas, Sempra Energy, The Daley Note, Venture Global

After 12 years, Energy Transfer is walking away from the Lake Charles LNG export project. The decision left many investors…

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1Oct2025

Port Arthur FID Caps Bullish Summer for LNG Projects, Gas Demand

ArkLaTex, Haynesville, Natural Gas, Sempra Energy, The Daley Note, Venture Global, Williams

It’s been a strong summer for LNG project financing, with over 7.5 Bcf/d of projects reaching FID since the end…

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