Sempra Infrastructure has secured Petrobras as a long-term buyer of U.S. liquefied natural gas, signing a 20-year sales and purchase agreement covering approximately 0.8 million tonnes of LNG annually. The deal adds another major international customer to the Port Arthur LNG expansion in Texas as global energy markets increasingly rely on long-term contracts to secure supply and manage geopolitical and infrastructure risks.

Petrobras Adds Long-Term Demand for U.S. LNG

Under the agreement, Sempra Infrastructure will supply Petrobras with approximately 0.8 million tonnes per annum of LNG from its contracted liquefaction capacity at Port Arthur LNG Phase 2 in Jefferson County, Texas. Petrobras becomes the first South American company in Sempra Infrastructure’s LNG customer portfolio, adding a major Brazilian energy company to a customer base that already includes buyers from other global markets.

For Petrobras, the agreement provides access to a long-term source of U.S. natural gas. For Sempra, the contract improves the visibility of future LNG demand and broadens the geographic reach of its export business. The 20-year duration also illustrates the continued importance of long-term supply agreements in financing and supporting large-scale LNG infrastructure.

Port Arthur LNG Phase 2 Expands Sempra’s Export Platform

Port Arthur LNG Phase 2 reached a positive final investment decision in September 2025 and is currently under construction. The project includes two liquefaction trains with combined capacity of approximately 13 million tonnes of LNG per year. Once Phase 2 is completed, total Port Arthur LNG capacity is expected to increase from approximately 13 million tonnes per year under Phase 1 to as much as 26 million tonnes per year.

Phase 1 is expected to begin commercial operations for Train 1 at or near the end of 2027, followed by Train 2 in 2028. Phase 2’s Trains 3 and 4 are expected to enter commercial operations in 2030 and 2031, respectively. The scale of the project gives Sempra a longer-term platform for serving both Atlantic and Pacific Basin markets.

Long-Term Contracts Are Becoming Strategic Energy Assets

The Petrobras agreement adds to a growing portfolio of long-term commitments supporting Port Arthur LNG Phase 2. Sempra has previously secured 20-year agreements covering 4 million tonnes per year with ConocoPhillips, 2 million tonnes with EQT and 1.5 million tonnes with JERA. Together, these contracts provide substantial visibility into future project demand.

The broader significance is tied to the changing structure of global energy trade. LNG buyers are seeking diversified supply sources as geopolitical tensions, infrastructure disruptions and changing demand patterns increase the value of reliable long-term access to natural gas. U.S. LNG producers, meanwhile, are using contracted international demand to underpin large capital-intensive export projects.

For Sempra, the next focus will be execution at Port Arthur and the continued development of its LNG customer portfolio. Commercial start dates, construction progress and additional long-term agreements will remain important indicators as the company expands its U.S. export infrastructure. For Petrobras, the deal strengthens access to imported LNG and adds another source of supply as Brazil balances domestic production, electricity demand and international energy-market conditions.