SRE · 8-K · 20260806PR000043

Geographic Market Commentary

SEMPRA · 2026-08-06 · Importance 31 · Surprise 32

Sempra California’s second-quarter total gas deliveries declined to 174 Bcf from 189 Bcf a year earlier, while total electric deliveries increased to 3,891 million kWh from 3,714 million kWh. Oncor’s total electric deliveries rose 5.6% year over year to 44,595 million kWh, and its customer meters increased to 4.141 million from 4.084 million. Within Sempra Infrastructure, Termoeléctrica de Mexicali generation fell 36.6% to 492 million kWh, while wind and solar generation increased 15.3% to 971 million kWh.

Key facts