Oil and gas
The Brazilian oil company behind both of this story's contracts: a 20-year, 0.8 Mtpa LNG supply deal with Sempra Infrastructure signed 14 September 2026, and a 22-year, 0.8 Mtpa deal with Cheniere signed sixteen days later, which it framed as reducing its exposure to LNG spot market volatility.
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Featured · Power
Barclays lowered its Sempra target to $90 from $103, the third cut in under a month, weeks after Petrobras signed a 20-year deal for Port Arthur Phase 2 capacity. The argument is over what US gas costs in 2030, when those trains start.
· 2 min read
