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A Backdoor AI Play With No Tariff Risk And 11.9% Return Potential

1. Texas electricity grid faces severe strain due to rising demand and new development. 2. ERCOT projects power demand will increase by 62% by 2030. 3. Sempra Energy plans $56 billion investment to upgrade infrastructure in Texas. 4. Oncor’s regulated model ensures guaranteed returns on capital investments. 5. Sempra’s dividends have grown, yielding consistent returns for shareholders.

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FAQ

Why Bullish?

Sempra Energy’s substantial investments in infrastructure directly enhance future cash flows and dividends.

How important is it?

The article highlights Sempra's strategic infrastructure investments, critical for its sustained growth and dividend strategy.

Why Long Term?

Projected infrastructure developments will bolster Sempra’s growth over the next decade, supporting a stable business environment.

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