CMS Energy Corporation

CMSintermediary

CMS Energy operates principally through its subsidiary Consumers Energy, Michigan's largest combination electric and natural gas utility, serving 6.8 million of the state's 10 million residents.

共有:

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製品と売上

製品別売上シェア

売上内訳 ($7.6B)

静的データ（リアルタイム財務ロード中…）

Electric Utility (52%)

Gas Utility (40%)

Enterprises & Other (8%)

セグメント構成と主要顧客

製品詳細

Electric Utility55%

Electric generation and distribution serving most of Michigan's Lower Peninsula

Gas Utility40%

Natural gas transmission, storage, and distribution across Michigan

Enterprises5%

Independent power production and non-regulated energy services

サプライチェーン関係

競合他社

DTE Energy Company

Michigan utility services

影響: Primary in-state competitor

Xcel Energy Inc.

Midwest utility services

影響: Regional competitor

主要サプライヤー

GE Aerospace

Wind turbines and gas generation equipment

影響: Medium

マクロ・市場概況

유틸리티セクターニュース

AI 전력 수요 폭증 — 수십 년 만의 수요 증가 사이클 진입

미국 전력 수요 증가 전망

+15~20% (2030E)

데이터센터 전력 소비 비중

4% → 9% (2030E)

원자력 발전 가격

$80~120/MWh

신재생 PPA 계약 단가

$45/MWh

次の主要イベント

◆NEE·SO·DUK Q1 실적 (2026.04)◆FERC 전력망 업그레이드 규정 최종안◆SMR 인허가 일정 업데이트 (NRC)

AI分析

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企業情報

本社所在地

Jackson, Michigan, USA

設立

1987

従業員数

8,400

ウェブサイト

cmsenergy.com

セクター概況 — 유틸리티

セクターニュース