{"success":true,"data":{"pressRelease":{"id":"135443","rtpr_id":"nPn9bjdp9a","ticker":"CMS","exchange":"NYSE","all_tickers":["CMS"],"title":"Consumers Energy Plan Will Power Michigan's Next Generation with Reliable and Affordable Energy","author":"PR Newswire","published_at":"2026-09-03T15:00:00.454Z","article_body":"Consumers Energy Plan Will Power Michigan's Next Generation with Reliable and Affordable Energy\n\nPR Newswire\n\nJACKSON, Mich., Sept. 3, 2026\n\nPlan Includes All-Of-The-Above Mix of Solar, Wind, Natural Gas and Storage\n\nJACKSON, Mich., Sept. 3, 2026 /PRNewswire/ -- Consumers Energy today is\nunveiling its Energy Supply Plan, a 20-year blueprint to deliver reliable and\naffordable energy for Michigan through an all-of-the-above mix of natural gas,\nsolar, wind, pumped and battery storage. This long-term strategy reinforces\nour commitment to transparency as we meet Michigan's energy needs and support\nthe state's growth.\n\nConsumers Energy is committed to putting forward the most affordable energy\nplan that both delivers reliable service and meets Michigan's clean energy law\ntargets. This all-of-the-above plan keeps costs rising less than the rate of\ninflation of 3% while investing in the new resources Michigan needs.\n\n\"Michiganders count on us to power their lives 24/7/365. This plan takes an\nall-of-the-above approach that serves our state and customers today and\nensures we have the  energy supply for our state over the next two decades,\"\nsaid Chris Fultz, Consumers Energy's senior vice president of electric supply.\n\"Our plan will help lower customers' bills while powering Michigan with\naffordable energy.\"\n\nThe Energy Supply Plan includes expanded renewable energy resources and two\nfast-starting natural gas plants to supply reliable power to our customers. In\naddition, we are announcing two contracts to purchase power from third-party\nsources – a clean resource contract to meet Michigan's clean energy\nstandards and a new agreement to purchase power from a natural gas plant in\nMidland to support our customers' reliability needs.\n\nMichigan customers will benefit from other aspects of the IRP:\n\n * New Power Sources: The addition of over 19 gigawatts (GW) of solar, wind and\nbattery storage resources by 2040 will meet customers' energy needs and\ntargets in Michigan's 2023 energy law. Those will be supported by two new\nfast-starting natural gas plants, generating 1.4 GW, in Bay and Genesee\ncounties that can serve Michigan at times of high energy demand.\n * Reliable, Efficient Generation: The plan repurposes existing industrial sites\nat the Karn Energy Center and in Thetford Township, minimizing land impacts\nand replacing two retiring plants, delivering fast-starting power when\ncustomers need it. The plants will offer a solid reliability foundation that\nallows us to continue adding renewable energy. The Energy Supply Plan also\nincludes a new long-term power purchase agreement with the Midland\nCogeneration Venture to reliably power Michigan customers.\n * Community Investments: This plan will strengthen the state's workforce by\nadding thousands of construction jobs and creating hundreds of permanent\npositions through our investments in natural gas, wind, solar and battery\nstorage. In addition to the expanded workforce, the plan's investments in\nthese local communities will enhance the tax base by billions of dollars.\n * Clean Energy and Customer Resources: Our plan shows the company's continued\ncommitment to clean energy options, such as solar, wind and battery storage to\nachieve targets set in the 2023 energy law. Consumers Energy also will\ncontinue to expand customer programs that have lowered customers' bills by\n$8.5 billion since 2009 and are projected to save $18 billion by 2050.\n\"It's important to see Consumers Energy make this commitment to skilled labor\njobs here in Michigan,\" said Craig Wright, president of the Michigan State\nUtility Workers Council. \"The company's plan to invest in our state will\ncreate good-paying, meaningful opportunities for people in our workforce who\nare ready to do the job and meet Michigan's energy needs now and for years to\ncome.\"\n\nThe full Energy Supply Plan and supporting documents are being filed with the\nMichigan Public Service Commission today and are subject to approval in the\nnext year.\n\nConsumers Energy is Michigan's largest energy provider, providing natural gas\nand/or electricity to 6.8 million of the state's 10 million residents in all\n68 Lower Peninsula counties. We are committed to delivering reliable and\naffordable energy to our customers 24/7.\n\nLearn more at ConsumersEnergy.com/EnergySupplyPlan\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4766816-1&h=4102265833&u=https%3A%2F%2Fwww.consumersenergy.com%2Fabout-us%2Fwho-we-are%2Fenergy-supply-plan&a=ConsumersEnergy.com%2FEnergySupplyPlan)\n.\n\n \n\nView original content to download\nmultimedia:https://www.prnewswire.com/news-releases/consumers-energy-plan-will-power-michigans-next-generation-with-reliable-and-affordable-energy-302869085.html\n(https://www.prnewswire.com/news-releases/consumers-energy-plan-will-power-michigans-next-generation-with-reliable-and-affordable-energy-302869085.html)\n\nSOURCE Consumers Energy\n\n\n\nBrian Wheeler, 517-740-1545, or Katie Carey, 517-740-1739\n\nPhoto: \nhttps://mmx.prnewswire.com/media/MS391782/Consumers-Energy-Logo.jpg?id=OA2928685\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPn9bjdp9a","title":"Consumers Energy Plan Will Power Michigan's Next Generation with Reliable and Affordable Energy","author":"PR Newswire","ticker":"CMS","created":"2026-09-03T15:00:00.454Z","tickers":["CMS"],"exchange":"NYSE","article_body":"Consumers Energy Plan Will Power Michigan's Next Generation with Reliable and Affordable Energy\n\nPR Newswire\n\nJACKSON, Mich., Sept. 3, 2026\n\nPlan Includes All-Of-The-Above Mix of Solar, Wind, Natural Gas and Storage\n\nJACKSON, Mich., Sept. 3, 2026 /PRNewswire/ -- Consumers Energy today is\nunveiling its Energy Supply Plan, a 20-year blueprint to deliver reliable and\naffordable energy for Michigan through an all-of-the-above mix of natural gas,\nsolar, wind, pumped and battery storage. This long-term strategy reinforces\nour commitment to transparency as we meet Michigan's energy needs and support\nthe state's growth.\n\nConsumers Energy is committed to putting forward the most affordable energy\nplan that both delivers reliable service and meets Michigan's clean energy law\ntargets. This all-of-the-above plan keeps costs rising less than the rate of\ninflation of 3% while investing in the new resources Michigan needs.\n\n\"Michiganders count on us to power their lives 24/7/365. This plan takes an\nall-of-the-above approach that serves our state and customers today and\nensures we have the  energy supply for our state over the next two decades,\"\nsaid Chris Fultz, Consumers Energy's senior vice president of electric supply.\n\"Our plan will help lower customers' bills while powering Michigan with\naffordable energy.\"\n\nThe Energy Supply Plan includes expanded renewable energy resources and two\nfast-starting natural gas plants to supply reliable power to our customers. In\naddition, we are announcing two contracts to purchase power from third-party\nsources – a clean resource contract to meet Michigan's clean energy\nstandards and a new agreement to purchase power from a natural gas plant in\nMidland to support our customers' reliability needs.\n\nMichigan customers will benefit from other aspects of the IRP:\n\n * New Power Sources: The addition of over 19 gigawatts (GW) of solar, wind and\nbattery storage resources by 2040 will meet customers' energy needs and\ntargets in Michigan's 2023 energy law. Those will be supported by two new\nfast-starting natural gas plants, generating 1.4 GW, in Bay and Genesee\ncounties that can serve Michigan at times of high energy demand.\n * Reliable, Efficient Generation: The plan repurposes existing industrial sites\nat the Karn Energy Center and in Thetford Township, minimizing land impacts\nand replacing two retiring plants, delivering fast-starting power when\ncustomers need it. The plants will offer a solid reliability foundation that\nallows us to continue adding renewable energy. The Energy Supply Plan also\nincludes a new long-term power purchase agreement with the Midland\nCogeneration Venture to reliably power Michigan customers.\n * Community Investments: This plan will strengthen the state's workforce by\nadding thousands of construction jobs and creating hundreds of permanent\npositions through our investments in natural gas, wind, solar and battery\nstorage. In addition to the expanded workforce, the plan's investments in\nthese local communities will enhance the tax base by billions of dollars.\n * Clean Energy and Customer Resources: Our plan shows the company's continued\ncommitment to clean energy options, such as solar, wind and battery storage to\nachieve targets set in the 2023 energy law. Consumers Energy also will\ncontinue to expand customer programs that have lowered customers' bills by\n$8.5 billion since 2009 and are projected to save $18 billion by 2050.\n\"It's important to see Consumers Energy make this commitment to skilled labor\njobs here in Michigan,\" said Craig Wright, president of the Michigan State\nUtility Workers Council. \"The company's plan to invest in our state will\ncreate good-paying, meaningful opportunities for people in our workforce who\nare ready to do the job and meet Michigan's energy needs now and for years to\ncome.\"\n\nThe full Energy Supply Plan and supporting documents are being filed with the\nMichigan Public Service Commission today and are subject to approval in the\nnext year.\n\nConsumers Energy is Michigan's largest energy provider, providing natural gas\nand/or electricity to 6.8 million of the state's 10 million residents in all\n68 Lower Peninsula counties. We are committed to delivering reliable and\naffordable energy to our customers 24/7.\n\nLearn more at ConsumersEnergy.com/EnergySupplyPlan\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4766816-1&h=4102265833&u=https%3A%2F%2Fwww.consumersenergy.com%2Fabout-us%2Fwho-we-are%2Fenergy-supply-plan&a=ConsumersEnergy.com%2FEnergySupplyPlan)\n.\n\n \n\nView original content to download\nmultimedia:https://www.prnewswire.com/news-releases/consumers-energy-plan-will-power-michigans-next-generation-with-reliable-and-affordable-energy-302869085.html\n(https://www.prnewswire.com/news-releases/consumers-energy-plan-will-power-michigans-next-generation-with-reliable-and-affordable-energy-302869085.html)\n\nSOURCE Consumers Energy\n\n\n\nBrian Wheeler, 517-740-1545, or Katie Carey, 517-740-1739\n\nPhoto: \nhttps://mmx.prnewswire.com/media/MS391782/Consumers-Energy-Logo.jpg?id=OA2928685\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-09-03T15:00:00.498905566Z","server_sent_at_ms":1788447600498},"received_at":"2026-09-03T15:00:00.558Z","source_url":"https://www.prnewswire.com/news-releases/consumers-energy-plan-will-power-michigans-next-generation-with-reliable-and-affordable-energy-302869085.html"},"analysis":{"id":"124326","press_release_id":"135443","analysis_json":{"industry":{"label":"Multi-Utilities","sector":"Utilities"},"redFlags":["Plan requires Michigan Public Service Commission approval and terms may change materially during the regulatory process","No dollar capex figures disclosed for the 19+ GW renewables and 1.4 GW gas buildout","Commitment to keep cost growth below 3% inflation could constrain future rate increases and earned returns"],"eventType":"operations_update","narrative":"Consumers Energy, the principal utility subsidiary of CMS Energy (NYSE: CMS), unveiled a 20-year Energy Supply Plan built on an all-of-the-above mix of natural gas, solar, wind, pumped and battery storage.\n\nThe plan adds over 19 GW of solar, wind and battery storage by 2040, supported by two fast-starting natural gas plants totaling 1.4 GW in Bay and Genesee counties, plus new third-party power contracts including a long-term PPA with the Midland Cogeneration Venture.\n\nConsumers says the plan keeps cost growth below 3% inflation; its customer programs have lowered bills by $8.5 billion since 2009 and are projected to save $18 billion by 2050.\n\nThe plan was filed today with the Michigan Public Service Commission and is subject to approval within the next year — the key gating item before the capex converts into rate-base growth for CMS.","sentiment":"bullish","agentHooks":{"shouldPost":false,"suggestedAngle":"CMS subsidiary files a 20-year IRP laying out 19+ GW of renewables plus 1.4 GW of gas — rate-base growth narrative intact pending MPSC approval."},"keyFigures":{"customDimensions":{"new_gas_plants":2,"cost_growth_cap":"less than 3% inflation","customers_served":"6.8 million of Michigan's 10 million residents","plan_horizon_years":20,"gas_plant_capacity_gw":1.4,"bill_savings_since_2009":"$8.5 billion","new_solar_wind_storage_gw":"over 19 GW by 2040","projected_bill_savings_by_2050":"$18 billion"}},"quotedText":"Our plan will help lower customers' bills while powering Michigan with affordable energy.","namedEntities":{"people":[{"name":"Chris Fultz","role":"senior vice president of electric supply, Consumers Energy"},{"name":"Craig Wright","role":"president, Michigan State Utility Workers Council"}],"products":["Energy Supply Plan"],"companies":[{"name":"Consumers Energy","ticker":"CMS","relationship":"filer subsidiary (utility arm of CMS Energy)"},{"name":"Michigan Public Service Commission","relationship":"regulator (approval authority for the plan)"},{"name":"Midland Cogeneration Venture","relationship":"power purchase agreement counterparty"},{"name":"Michigan State Utility Workers Council","relationship":"labor union endorser"}],"dollarAmounts":[{"amount":"$8.5 billion","context":"customer bill savings from consumer programs since 2009"},{"amount":"$18 billion","context":"projected customer bill savings by 2050"},{"amount":"billions of dollars","context":"projected enhancement to local communities' tax base"}]},"materialImpact":{"score":2,"reasoning":"Consumers Energy (CMS's principal subsidiary) unveiled a 20-year Energy Supply Plan with a large 19+ GW renewables and 1.4 GW gas buildout that supports long-term rate-base growth, but it contains no immediate earnings impact, no dollar capex figures, and is subject to Michigan Public Service Commission approval over the next year."},"tickerRelevance":{"others":[],"primary":"CMS"},"globalImportance":32,"audienceRelevance":35,"eventTypeSecondary":["regulatory"],"importanceComponents":{"tickerTier":"S&P 500 large-cap utility (~$20B cap)","eventGravity":"long-term resource plan (IRP) filing; no immediate financials","sectorWeight":"utilities — regulated rate-base story","capexFiguresDisclosed":false,"regulatoryApprovalPending":true}},"event_type":"operations_update","event_type_secondary":["regulatory"],"sentiment":"bullish","material_impact_score":2,"narrative":"Consumers Energy, the principal utility subsidiary of CMS Energy (NYSE: CMS), unveiled a 20-year Energy Supply Plan built on an all-of-the-above mix of natural gas, solar, wind, pumped and battery storage.\n\nThe plan adds over 19 GW of solar, wind and battery storage by 2040, supported by two fast-starting natural gas plants totaling 1.4 GW in Bay and Genesee counties, plus new third-party power contracts including a long-term PPA with the Midland Cogeneration Venture.\n\nConsumers says the plan keeps cost growth below 3% inflation; its customer programs have lowered bills by $8.5 billion since 2009 and are projected to save $18 billion by 2050.\n\nThe plan was filed today with the Michigan Public Service Commission and is subject to approval within the next year — the key gating item before the capex converts into rate-base growth for CMS.","key_figures":{"customDimensions":{"new_gas_plants":2,"cost_growth_cap":"less than 3% inflation","customers_served":"6.8 million of Michigan's 10 million residents","plan_horizon_years":20,"gas_plant_capacity_gw":1.4,"bill_savings_since_2009":"$8.5 billion","new_solar_wind_storage_gw":"over 19 GW by 2040","projected_bill_savings_by_2050":"$18 billion"}},"named_entities":{"people":[{"name":"Chris Fultz","role":"senior vice president of electric supply, Consumers Energy"},{"name":"Craig Wright","role":"president, Michigan State Utility Workers Council"}],"products":["Energy Supply Plan"],"companies":[{"name":"Consumers Energy","ticker":"CMS","relationship":"filer subsidiary (utility arm of CMS Energy)"},{"name":"Michigan Public Service Commission","relationship":"regulator (approval authority for the plan)"},{"name":"Midland Cogeneration Venture","relationship":"power purchase agreement counterparty"},{"name":"Michigan State Utility Workers Council","relationship":"labor union endorser"}],"dollarAmounts":[{"amount":"$8.5 billion","context":"customer bill savings from consumer programs since 2009"},{"amount":"$18 billion","context":"projected customer bill savings by 2050"},{"amount":"billions of dollars","context":"projected enhancement to local communities' tax base"}]},"model_name":"glm-4.7","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-03T16:25:09.731Z","global_importance":32,"audience_relevance":35,"importance_components":{"tickerTier":"S&P 500 large-cap utility (~$20B cap)","eventGravity":"long-term resource plan (IRP) filing; no immediate financials","sectorWeight":"utilities — regulated rate-base story","capexFiguresDisclosed":false,"regulatoryApprovalPending":true}},"durationMs":114637,"modelName":"glm-4.7"}}