Cheniere Energy Partners LP 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission file number001-33366 Cheniere Energy Partners, L.P. (Exact name of registrant as specified in its charter) Delaware20-5913059(State or other jurisdiction of incorporation or organization)(I.R.S.EmployerIdentificationNo.) 845 Texas Avenue, Suite 1250Houston, Texas 77002(Address of principal executive offices) (Zip Code)(713) 375-5000(Registrant’s telephone number, including area code) Securities registered pursuant to Section12(b) of the Act: Title of each classTrading SymbolName of each exchange on which registeredCommon Units Representing Limited Partner InterestsCQPNew York Stock Exchange Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filingrequirements for the past90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company”in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Accelerated filer☐Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of May1, 2026, the registrant had 484,054,123 common units outstanding. CHENIERE ENERGY PARTNERS, L.P.TABLE OF CONTENTS Definitions1Part I. Financial InformationItem 1.Consolidated Financial Statements3Consolidated Statements of Operations3Consolidated Balance Sheets4Consolidated Statements of Partners’ Equity (Deficit)5Consolidated Statements of Cash Flows6Notes to Consolidated Financial Statements7Note 1—Nature of Operations and Basis of Presentation7Note 2—Unitholders’ Equity7Note 3—Trade and Other Receivables, Net of Current Expected Credit Losses8Note 4—Inventory8Note 5—Property, Plant and Equipment, Net of Accumulated Depreciation9Note 6—Derivative Instruments9Note 7—Accrued Liabilities12Note 8—Debt13Note 9—Revenues15Note 10—Related Party Transactions17Note 11—Net Income per Common Unit17Note 12—Segment Information and Customer Concentration18Note 13—Supplemental Cash Flow Information19Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations20Item 3.Quantitative and Qualitative Disclosures about Market Risk30Item 4.Controls and Procedures30Part II. Other InformationItem 1.Legal Proceedings32Item 1A.Risk Factors32Item 5.Other Information32Item 6.Exhibits32Signatures33 DEFINITIONS As used in this quarterly report, the terms listed below have the following meanings: Abbreviated Legal Entity Structure The following diagram depicts our abbreviated legal entity structure as of March 31, 2026, including our ownership of certainsubsidiaries, and the references to these entities used in this quarterly report: Table of Contents CONSOLIDATED STATEMENTS OF OPERATIONS(in millions, except per unit data)(unaudited) (1)In computing basic and diluted net income per common unit, net income is reduced by the amount of undistributed net incomeallocated to participating securities other than common units, as required under the two-class method. SeeNote 11—Net Income perCommon Unit. CONSOLIDATED BALANCE SHEETS(in millions, except unit data)(unaudited) CONSOLIDATED STATEMENTS OF PARTNERS’ EQUITY (DEFICIT)(in millions)(unaudited) CONSOLIDATED STATEMENTS OF CASH FLOWS(in millions)(unaudited) CHENIERE ENERGY PARTNERS, L.P. AND SUBSIDIARIESNOTES TO CONSOLIDATED FINANCIAL STATEMENTS(unaudited) NOTE1—NATURE OF OPERATIONS AND BASIS OF PRESENTATION We own a natural gas liquefaction and export facility located in Cameron Parish, Louisiana at Sabine Pass (the“Sabine Pass LNGTerminal”), which has natural gas liquefaction facilities with total production capacity of over 30 mtpa of