{"slug":"eversource-energy","name":"에버소스 에너지","name_en":"Eversource Energy","ticker":"ES","updated_at":"2026-09-24T04:38:26.431084+00:00","canonical":"https://valuechain.wiki/eversource-energy","citable":"밸류체인 그래프 기준 에버소스 에너지의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 7곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Eversource Energy is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 7 companies within two hops; the links are backed by 7 dated sources, 3 of them primary filings (as of 2026-09-24).","kicker":"뉴잉글랜드 규제 유틸리티","kicker_en":"Regulated New England utility","lead":"에버소스 에너지는 코네티컷, 매사추세츠, 뉴햄프셔에서 전력 송배전과 천연가스·수도 공급으로 규제 요금 수익을 얻고, ISO New England 도매시장에도 전력과 송전 서비스를 판다. 원전·수력 장기구매계약과 전력망 투자에 자금을 쓰며, 과거에는 해상풍력 프로젝트 지분에도 투자했다.","lead_en":"Eversource Energy earns regulated-rate revenue from electric transmission and distribution, natural gas distribution, and water service in Connecticut, Massachusetts, and New Hampshire, while also selling power and transmission service through ISO New England. It pays for long-term nuclear and hydroelectric supply contracts and grid investment, and previously invested in offshore wind projects.","categories":[{"key":"regulated-grid-utilities","ko":"규제 유틸리티·전력망 운영","en":"Regulated Utilities & Grid Operators","theme":"power-grid","theme_ko":"전력·그리드","theme_en":"Power & Grid","theme_kind":"chain","primary":true}],"segments":{"parts":[{"name":"전력 배전","note":"코네티컷·매사추세츠·뉴햄프셔의 규제 전력 공급"},{"name":"전력 송전","note":"ISO-NE 요금 체계 아래의 광역·지역 송전 서비스"},{"name":"천연가스 배급","note":"매사추세츠와 코네티컷의 규제 가스 공급"},{"name":"수도 배급","note":"Aquarion 계열 수도 사업"}],"total":"FY2025 총매출 134억9,310만달러 (2026-02-17 SEC 10-K XBRL)","track":"C"},"segments_en":{"parts":[{"name":"Electric Distribution"},{"name":"Electric Transmission"},{"name":"Natural Gas Distribution"},{"name":"Water Distribution"}],"total":"FY2025 total revenue of $13.4931 billion (SEC 10-K XBRL filed 2026-02-17)"},"returns_yearly":{"2021":8.2,"2022":-5.1,"2023":-23.4,"2024":-2.5,"2025":22.9,"2026":1},"return_asof":"2026-10-09","value_chain":{"leading":[],"benefiting":[{"slug":"dominion-energy","name":"도미니언 에너지","name_en":"Dominion Energy","tier":1,"returns_yearly":{"2021":8.1,"2022":-19.1,"2023":-19.1,"2024":20.4,"2025":14,"2026":14.7}},{"slug":"nextera-energy","name":"NextEra Energy","name_en":"NextEra Energy","tier":1,"returns_yearly":{"2021":23.4,"2022":-8.5,"2023":-25.3,"2024":21.5,"2025":15.5,"2026":6.2}},{"slug":"ge-vernova","name":"GE Vernova","name_en":"GE Vernova","tier":2,"returns_yearly":{"2025":99,"2026":54}},{"slug":"quanta-services","name":"Quanta Services","name_en":"Quanta Services","tier":2,"returns_yearly":{"2021":59.5,"2022":24.6,"2023":51.7,"2024":46.6,"2025":33.7,"2026":48}},{"slug":"williams","name":"Williams","name_en":"Williams Companies","tier":2,"returns_yearly":{"2021":38.4,"2022":32.8,"2023":11.9,"2024":62.3,"2025":14.9,"2026":25.2}},{"slug":"cameco","name":"Cameco","name_en":"Cameco","tier":2,"returns_yearly":{"2021":63.2,"2022":4.3,"2023":90.5,"2024":19.5,"2025":78.4,"2026":-3.7}},{"slug":"first-solar","name":"퍼스트 솔라","name_en":"First Solar","tier":2,"returns_yearly":{"2021":-11.9,"2022":71.9,"2023":15,"2024":2.3,"2025":48.2,"2026":-21.7}},{"slug":"air-liquide","name":"Air Liquide","name_en":"Air Liquide","tier":3,"returns_yearly":{"2021":14.3,"2022":8.1,"2023":21.1,"2024":8.7,"2025":-4.6,"2026":20.7}},{"slug":"firstenergy","name":"퍼스트에너지","name_en":"FirstEnergy","tier":3,"returns_yearly":{"2021":41.8,"2022":4.8,"2023":-8.9,"2024":13.2,"2025":17.3,"2026":3.5}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"d-wave","name":"D-Wave Quantum","name_en":"D-Wave Quantum","tier":3,"returns_yearly":{"2022":-85.3,"2023":-38.9,"2024":854.5,"2025":211.3,"2026":-44.3}}],"analysis":"뉴잉글랜드 규제 유틸리티 기업. 2026년 +7.9%다. 본주(+7.9%)와 공급단(평균 +10.5%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 도미니언 에너지(+14.7%), 가장 처진 곳은 넥스트에라에너지(+6.2%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Eversource Energy operates across Regulated New England utility. It is +7.9% in 2026. The stock (+7.9%) and its supply side (avg +10.5%) are moving in step. Among connected nodes the furthest ahead is Dominion Energy (+14.7%) and the furthest behind is NextEra Energy (+6.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It pays for long-term nuclear and hydroelectric supply contracts and grid investment, and previously invested in offshore wind projects.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Ørsted","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2019-02-08","basis":"Ørsted의 Revolution Wind·South Fork Wind 등 해상풍력 자산 50% 지분 취득액","value":225000000,"period":"2019 acquisition","basis_en":"Price paid to Ørsted for a 50% interest in Revolution Wind, South Fork Wind and related offshore wind acreage","qualifier":"approximately"},"note":"에버소스는 2019년 Ørsted에 약 2억2,500만달러를 지급하고 Revolution Wind와 South Fork Wind 등 북동부 해상풍력 자산의 50% 지분을 취득했다. 이후 2024년 관련 지분을 매각해 해상풍력 투자에서 철수했다.","note_en":"Eversource paid Ørsted approximately $225 million in 2019 for a 50% interest in Northeast offshore wind assets including Revolution Wind and South Fork Wind. It subsequently sold the related stakes in 2024 and exited those offshore wind investments.","sources":[{"stance":"confirms","publisher":"로이터·트레이딩뷰","publisher_en":"Reuters / TradingView","kind":"news","lang":"ko","published_at":"2025-11-04","url":"https://kr.tradingview.com/news/reuters.com%2C2025%3Anewsml_L4N3WG2GQ%3A0/","title":"전력 요금 인상으로 3분기 이익 추정치를 상회하는 Eversource Energy","title_en":"Eversource Energy beats third-quarter profit estimates on higher electric rates","excerpt":"에버소스는 2024년 사우스 포크와 레볼루션 윈드 지분을 GIP에 매각해 조정 후 7억4,500만달러를 받았다.","excerpt_en":"Eversource received adjusted proceeds of $745 million from selling its South Fork and Revolution Wind stakes to GIP in 2024."},{"stance":"confirms","publisher":"에버소스 에너지·Ørsted","publisher_en":"Eversource Energy and Ørsted","kind":"ir","lang":"en","published_at":"2019-02-08","url":"https://www.sec.gov/Archives/edgar/data/72741/000007274119000004/newsrelease.htm","title":"Ørsted and Eversource Enter 50-50 Partnership Agreement on Key Offshore Wind Assets in the Northeast","title_en":"Ørsted and Eversource Enter 50-50 Partnership Agreement on Key Offshore Wind Assets in the Northeast","excerpt":"에버소스는 Ørsted의 Revolution Wind와 South Fork Wind 등 지분 50%에 약 2억2,500만달러를 지급했다.","excerpt_en":"Eversource is paying approximately $225 million for a 50 percent interest in Ørsted's Revolution Wind and South Fork Wind projects."}]},{"direction":"revenue","counterparty":"ISO New England","counterparty_slug":null,"confidence":"high","metric":{"type":"price","unit":"USD/MWh","as_of":"2026-02-17","basis":"CL&P가 ISO-NE 도매판매에서 받은 평균 시장가격","value":67.5,"period":"FY2025","basis_en":"Average ISO-NE market price received for CL&P wholesale sales","qualifier":null},"note":"에버소스의 CL&P는 Millstone·Seabrook 계약 전력을 ISO New England 도매시장에 판매하고, 에버소스 송전 자산은 ISO-NE 요금 체계로 수익을 회수한다. 2025년 CL&P 도매판매의 평균 시장가격은 MWh당 67.50달러였다.","note_en":"Eversource's CL&P sells power purchased under the Millstone and Seabrook contracts into the ISO New England wholesale market, while Eversource transmission assets recover revenue through ISO-NE tariffs. CL&P received an average wholesale market price of $67.50 per MWh in 2025.","sources":[{"stance":"mentions","publisher":"ISO New England 내부시장감시부","publisher_en":"ISO New England Internal Market Monitor","kind":"research","lang":"en","published_at":"2026-05-29","url":"https://www.iso-ne.com/static-assets/documents/100035/2025-annual-markets-report.pdf","title":"2025 Annual Markets Report","title_en":"2025 Annual Markets Report","excerpt":"이 보고서는 ISO가 운영하는 도매전력시장의 경쟁 상태와 2025년 시장 성과를 분석한다.","excerpt_en":"The report assesses competition and performance in the wholesale electricity markets operated by the ISO during 2025."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/72741/000162828026008461/es-20251231.htm","title":"EVERSOURCE ENERGY 10-K (2026-02-17)","title_en":"EVERSOURCE ENERGY 10-K (2026-02-17)","excerpt":"에너지와 에너지 관련 상품을 ISO-NE 도매전력시장에 판매한다.","excerpt_en":"sales of energy and energy-related products into the ISO-NE wholesale electricity market."}]},{"direction":"cost","counterparty":"도미니언 에너지","counterparty_slug":"dominion-energy","confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2026-02-17","basis":"Millstone 원전 출력 중 CL&P 장기구매계약 몫","value":40,"period":"2019-2029 power purchase agreement","basis_en":"CL&P's contracted share of Millstone nuclear station output","qualifier":"approximately"},"note":"에버소스의 CL&P는 도미니언 에너지가 소유한 Millstone 원전과 2019년부터 10년간 전력을 구매하는 규제 승인 계약을 이행한다. CL&P 몫은 발전소 출력의 약 40%다.","note_en":"Eversource's CL&P is performing a ten-year, regulator-approved power purchase agreement signed in 2019 with the Dominion Energy-owned Millstone nuclear station. CL&P's share is about 40% of the plant's output.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/72741/000162828026008461/es-20251231.htm","title":"EVERSOURCE ENERGY 10-K (2026-02-17)","title_en":"EVERSOURCE ENERGY 10-K (2026-02-17)","excerpt":"CL&P의 Millstone 계약 몫은 약 40%다.","excerpt_en":"approximately 40 percent by CL&P"},{"stance":"confirms","publisher":"코네티컷주 상원 민주당","publisher_en":"Connecticut Senate Democrats","kind":"news","lang":"en","published_at":"2022-09-01","url":"https://www.senatedems.ct.gov/slap-220901","title":"Beginning Sept. 1, Connecticut Residents Will See Lower Electric Rates","title_en":"Beginning Sept. 1, Connecticut Residents Will See Lower Electric Rates","excerpt":"2019년 승인 계약은 도미니언, 에버소스, UI가 Millstone 출력 약 50%를 10년간 구매하도록 했다.","excerpt_en":"The 2019 contract requires Eversource and UI to purchase about half of Millstone's output for ten years."}]},{"direction":"cost","counterparty":"NextEra Energy","counterparty_slug":"nextera-energy","confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2026-02-17","basis":"Seabrook 원전 출력 중 CL&P 장기구매계약 몫","value":15,"period":"2022-2029 power purchase agreement","basis_en":"CL&P's contracted share of Seabrook nuclear station output","qualifier":"approximately"},"note":"에버소스의 CL&P는 NextEra Energy가 소유한 Seabrook 원전 출력 일부를 2022년부터 장기 구매한다. CL&P 몫은 발전소 출력의 약 15%이며 현 계약은 2029년에 끝날 예정이다.","note_en":"Eversource's CL&P purchases part of the output from NextEra Energy's Seabrook nuclear station under a long-term contract that began in 2022. CL&P's share is about 15% of plant output, and the current contract is expected to expire in 2029.","sources":[{"stance":"confirms","publisher":"NextEra Energy SEC 제출자료·CT Mirror","publisher_en":"NextEra Energy SEC filing / CT Mirror","kind":"filing","lang":"en","published_at":"2026-06-05","url":"https://www.sec.gov/Archives/edgar/data/715957/000110465926071008/tm2614888d14_425.htm","title":"What the NextEra-Dominion merger means for nuclear power in New England","title_en":"What the NextEra-Dominion merger means for nuclear power in New England","excerpt":"NextEra는 Seabrook 원전 소유주이며, 유틸리티의 현 구매계약은 2029년에 만료될 예정이다.","excerpt_en":"NextEra owns Seabrook, and utilities' current power purchase contracts are set to expire in 2029."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/72741/000162828026008461/es-20251231.htm","title":"EVERSOURCE ENERGY 10-K (2026-02-17)","title_en":"EVERSOURCE ENERGY 10-K (2026-02-17)","excerpt":"CL&P의 Seabrook 계약 몫은 약 15%다.","excerpt_en":"approximately 15 percent by CL&P"}]},{"direction":"revenue","counterparty":"City of Boston","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2023-09-14","basis":"보스턴 Community Choice Electricity 가입자 대상 에버소스 배전·청구 서비스 금액","value":null,"period":"December 2023-December 2025 program term","basis_en":"Value of Eversource distribution and billing services for Boston Community Choice Electricity accounts","qualifier":"confirmed_no_disclosed_value"},"note":"보스턴 시가 전력 공급사를 별도로 선택해도 에버소스는 시내 가입자에게 전력을 배전하고 고지·수납·검침·비상대응을 계속 제공한다. 이 관계는 대도시 수요 기반에서 발생하는 규제 배전 매출을 보여준다.","note_en":"Even when the City of Boston selects a separate electricity supplier, Eversource continues to deliver power and provide billing, payment processing, metering, and emergency response to enrolled accounts. The relationship represents regulated distribution revenue tied to a major municipal load center.","sources":[{"stance":"confirms","publisher":"보스턴 시","publisher_en":"City of Boston","kind":"filing","lang":"en","published_at":"2023-09-14","url":"https://www.boston.gov/sites/default/files/file/2023/09/COB%20CCE%20SWEEP%20MAILING%209.23%20English.pdf","title":"The City of Boston's Community Choice Electricity Program Consumer Notification","title_en":"The City of Boston's Community Choice Electricity Program Consumer Notification","excerpt":"에버소스는 계속 전기를 배전하고, 하나의 고지서를 보내며, 수납·검침·비상대응을 맡는다.","excerpt_en":"Eversource will continue to deliver your electricity, provide one bill, process payments, read meters and respond to emergencies."}]}]}