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TotalEnergies ships first LNG from Mexico project to Asia

Created at 8 Jul · 8:06 PM1 source↑ Market-relevant
IN SHORT

French energy company TotalEnergies has shipped the first liquefied natural gas (LNG) cargo from a new Mexican export facility to Asia. The ECA LNG Phase 1 project in Ensenada, a joint venture with Sempra Infrastructure, aims to provide a safer supply route.

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Key Numbers

3.25 million tonnes per annumECA LNG Phase 1 liquefaction capacity
summer 2026Targeted substantial completion

Who's Involved

TotalEnergies
French energy company and joint venture partner in ECA LNG Phase 1
Sempra Infrastructure
Subsidiary of Sempra, joint venture partner in ECA LNG Phase 1
Justin Bird
CEO of Sempra Infrastructure
Mitsui & Co
Offtaker for ECA LNG Phase 1
TotalEnergies ships first LNG from Mexico project to Asia

↳ Why This Matters

This shipment marks a significant step in diversifying global LNG supply routes, offering a potentially more secure and cost-effective option for Asian markets by utilizing Mexico's Pacific coast and avoiding major maritime chokepoints.

Key facts

  • TotalEnergies and Sempra Infrastructure have begun LNG production at their ECA LNG Phase 1 project in Ensenada, Mexico.
  • The facility has a liquefaction capacity of 3.25 million tonnes per annum.
  • The project aims to supply U.S. natural gas to Asian markets via shorter Pacific routes.
  • The first LNG cargo has been shipped to Asia.
  • Commercial operations are expected to commence in the coming months after substantial completion targeted for summer 2026.

French energy company TotalEnergies has shipped the first liquefied natural gas (LNG) cargo from a new Mexican export facility to Asia. The ECA LNG Phase 1 project, located in Ensenada on Mexico's Pacific Coast, is a joint venture with Sempra Infrastructure. This development is seen as a strategic move to provide an alternative supply route, particularly for Asian markets seeking to bypass chokepoints like the Strait of Hormuz, especially following energy disruptions related to the Iran war.

The ECA LNG Phase 1 project features a single liquefaction train with a nameplate capacity of 3.25 million tonnes per annum. The facility is designed to leverage its Pacific Coast location to offer shorter shipping routes for U.S. natural gas to Asia and other Pacific Basin markets, aiming to reduce transit times and transportation costs. Justin Bird, CEO of Sempra Infrastructure, highlighted the achievement as a significant milestone towards full operations, expected in the coming months. The project is supported by long-term offtake agreements with TotalEnergies and Mitsui & Co. Substantial completion is anticipated in the summer of 2026, with commercial operations and deliveries to commence shortly thereafter. A second phase of development is also underway at the same site.

Frequently asked questions

ECA LNG Phase 1 is a liquefied natural gas (LNG) liquefaction and export project located in Ensenada, Mexico, developed as a joint venture between Sempra Infrastructure and TotalEnergies.

It provides a new, shorter shipping route for U.S. natural gas to Asian markets from Mexico's Pacific coast, potentially offering greater security and cost savings compared to routes from the U.S. Gulf Coast.

The project has a nameplate liquefaction capacity of 3.25 million tonnes per annum of LNG.

The key partners are Sempra Infrastructure, TotalEnergies, and offtakers Mitsui & Co.

What Happens Next

01Full commercial operations are expected to commence in the coming months.
02A second phase of the LNG development at the Ensenada site is under development.

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How It Developed

Sempra Infrastructure and TotalEnergies achieved first LNG production at their ECA LNG Phase 1 project in Ensenada, Mexico.
The ECA LNG Phase 1 project has a nameplate capacity of 3.25 million tonnes per annum of LNG.
The facility is designed to supply U.S. natural gas to Asia and other Pacific Basin markets via shorter shipping routes.
Substantial completion of the project is targeted for summer 2026, with commercial operations to follow.
TotalEnergies shipped the first LNG cargo from the new Mexican export facility to Asia.

Sources

T1
France's TotalEnergies ships first LNG from Mexico project to AsiaNikkei Asia
T2
First LNG produced at Sempra project targeting faster Asian supplybairdmaritime.com
T2
Sempra, TotalEnergies up LNG ante at Mexico's Pacific Coast with ...europesays.com
T2
Sempra, Totalenergies Produce First LNG At Mexico'S ECAmarinelink.com

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