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Sempra Energy (SRE) plans to invest $13 billion by 2025 to enhance its transmission and distribution infrastructure in response to increased electricity demand driven by AI data centers. The company is also focused on growing its renewable energy portfolio, with 1,044 megawatts (MW) of contracted capacity from wind and solar facilities as of December 31, 2024.
However, Sempra faces risks from wildfires in California, which can disrupt services and damage infrastructure. Additionally, business dealings with Mexico’s state-owned enterprises, PEMEX and CFE, pose financial stability risks.
In the last six months, Sempra Energy shares rose by 20.4%, outperforming the industry growth of 17.1%.
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