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Sempra Seeks Permits for 27 Mtpa Port Arthur LNG Expansion That Could Double Texas Export Capacity

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Sempra Infrastructure has started the federal permitting process for Port Arthur LNG North, a proposed four-train expansion of its LNG complex on the Sabine-Neches Waterway in Southeast Texas. The new project is designed for approximately 26 Mtpa of nameplate exports, with the regulatory filing indicating maximum production approaching 27 Mtpa, plus three LNG storage tanks and two additional marine berths. If approved, financed and built, exports could begin in the second half of 2034. The North project would sit alongside Port Arthur LNG Phases 1 and 2, which together are designed for approximately 26 Mtpa, meaning the complete complex could ultimately approach 52 to 53 Mtpa of LNG capacity. Importantly, Sempra has entered FERC's pre-filing process under Docket PF26-14-000. That begins environmental, engineering and stakeholder review but does not mean the North expansion has received construction approval.

U.S. Gulf LNG Expansion Watch

Operator Impact Snapshot

Export Capacity
HIGH

North alone would rival Phases 1 and 2 combined

Four new liquefaction trains would add approximately 26 Mtpa of nameplate LNG capacity, with maximum output approaching 27 Mtpa under optimal operating conditions.

LNG Shipping
HIGH

Two additional LNG carrier berths are planned

The North project includes two new marine berths and three LNG storage tanks, creating the infrastructure for hundreds of additional LNG carrier loadings each year if the trains operate near design capacity.

Permitting
EARLY STAGE

Federal review is beginning, not completed

FERC docket PF26-14-000 places the project in the mandatory LNG pre-filing process. Environmental, safety and stakeholder issues will be developed before a formal project application and authorization decision.

Construction
LONG LEAD

Sempra intends to roll the workforce directly into North

Construction is planned to begin as Phase 2 transitions into commercial operation, allowing Sempra to retain the experienced engineering and construction workforce already working at Port Arthur.

Commercial Risk
WATCH

The North project has not yet reached FID

Sempra still lists commercial agreements, permits, financing commitments and a future final investment decision among the conditions required before the expansion proceeds.

4
New liquefaction trains proposed for Port Arthur LNG North
~27
Million tonnes per year maximum LNG output in the regulatory filing
2
New marine berths proposed for LNG carrier loading
2034
Second half target for potential first North LNG exports
Port Arthur LNG Buildout

From 13 Mtpa to a Potential 53 Mtpa Export Hub

Port Arthur is developing in distinct stages, with very different levels of construction, commercial and regulatory certainty.

Development Liquefaction Storage / Marine Commercial Timing Capital / Commercial Position Status
Phase 1 2 trains
~13 Mtpa
2 LNG tanks
1 marine berth
Train 1: near end-2027
Train 2: 2028
Approximately $13B total project capex. About 10.5 Mtpa committed under long-term SPAs with ConocoPhillips, RWE, INEOS, ORLEN and ENGIE. UNDER CONSTRUCTION
Phase 2 2 trains
~13 Mtpa
1 additional LNG tank
Associated/common marine facilities
Train 3: 2030
Train 4: 2031
Approximately $14B estimated capex including common-facility true-up. Roughly 10 Mtpa committed through ConocoPhillips, EQT, JERA and Sempra agreements. FID + CONSTRUCTION
Port Arthur LNG North 4 trains
~26-27 Mtpa
3 additional LNG tanks
2 new marine berths
Potential exports beginning 2H 2034 Multibillion-dollar development. Detailed project cost and long-term North offtake portfolio have not yet been announced. FERC PRE-FILING
Maximum Port Arthur Buildout Up to 8 trains
~52-53 Mtpa
At least 6 LNG storage tanks across the three stages, plus expanded marine-loading infrastructure 2027 through 2034+ Would turn one Port Arthur site into an LNG export system with annual nameplate capacity roughly four times Phase 1 alone. MAXIMUM CASE
~100% Port Arthur LNG North would add roughly as much liquefaction capacity as Phases 1 and 2 combined. In capacity terms, Sempra is proposing to approximately double the already planned Port Arthur LNG export complex.
Interactive LNG Shipping Model

LNG Export Capacity, Carrier Demand & Berth Load Calculator

Convert liquefaction capacity into estimated annual LNG cargoes, carrier-equivalent demand and berth utilization for Port Arthur LNG North or another export project.

Starting scenario: North is modeled at 26.9 Mtpa and 90% utilization. A 174,000 m³ LNG carrier, 0.45 tonnes per cubic meter LNG density and 98% cargo fill are illustrative shipping assumptions, not Sempra forecasts.
North LNG Exported 0 Mt
LNG Per Carrier Cargo 0 t
North Cargoes / Year 0
North Cargoes / Month 0
Average Time Between Cargoes 0 days
Carrier Equivalents Required 0 ships
North Berth Occupancy 0%
Full Port Arthur Cargoes 0 / yr

Annual LNG Shipping Demand

Estimated cargo movements generated by North, the existing Phase 1 + 2 capacity, and the complete Port Arthur buildout.

Port Arthur LNG North
0 cargoes
Phase 1 + Phase 2
0 cargoes
Complete Port Arthur Site
0 cargoes
North Berth Occupancy
0%
LNG Shipping Signal
Calculating...

North Loadings / Month 0
This is an illustrative shipping-capacity model, not an official Port Arthur LNG vessel schedule, terminal-capacity study or charter forecast. Actual LNG production, cargo size, loading duration, heel, boil-off, maintenance outages, berth scheduling, voyage distance, vessel availability and destination mix will materially affect carrier requirements.
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