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KKR and CPP Invest $10B in Sempra Infrastructure

9/24/2025

36 4 Full Breakdown

Summary

Story summary

KKR and Canada Pension Plan Investment Board will acquire a 45% stake in Sempra Infrastructure Partners for $10 billion.
Blackstone leads a separate $7 billion investment for Port Arthur LNG’s second phase in Texas.
Closing in 2026, the KKR-led consortium will own 65% of Sempra Infrastructure; Sempra 25%, and Abu Dhabi Investment Authority 10%.

History

Historical Context

In 2013, the U.S. government approved its first LNG export facility, marking a significant shift in energy policy driven by increased domestic natural gas supply from horizontal drilling and hydraulic fracturing. By 2020, LNG exports surged by 50%. The recent $10 billion acquisition by KKR and Canada Pension Plan Investment Board underscores ongoing investments in U.S. energy infrastructure, enhancing energy security and economic growth.

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Story summary

KKR and Canada Pension Plan Investment Board will acquire a 45% stake in Sempra Infrastructure Partners for $10 billion.
Blackstone leads a separate $7 billion investment for Port Arthur LNG’s second phase in Texas.
Closing in 2026, the KKR-led consortium will own 65% of Sempra Infrastructure; Sempra 25%, and Abu Dhabi Investment Authority 10%.

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