{"slug":"xcel-energy","name":"엑셀 에너지","name_en":"Xcel Energy","ticker":"XEL","updated_at":"2026-09-11T23:08:54.180886+00:00","canonical":"https://valuechain.wiki/xcel-energy","citable":"밸류체인 그래프 기준 엑셀 에너지의 직접 연결 기업은 4곳(관계 기준 공급 2·매출 2)이고, 사슬을 2차까지 넓히면 35곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, Xcel Energy is directly linked to 4 companies (2 supply, 2 revenue relationships) and reaches 35 companies within two hops; the links are backed by 9 dated sources, 2 of them primary filings (as of 2026-09-11).","kicker":"미국 규제 전력·가스","kicker_en":"U.S. regulated electric and gas utility","lead":"엑셀 에너지는 미국 8개 주의 주거·상업·산업 고객에게 전기와 천연가스를 공급해 돈을 번다. 발전연료와 외부 전력, 가스·풍력 터빈 및 송배전 설비에 비용을 쓰고, 대형 태양광·저장 프로젝트에 직접 투자한다.","lead_en":"Xcel Energy earns revenue by supplying electricity and natural gas to residential, commercial and industrial customers across eight U.S. states. It spends on generation fuel, purchased power, gas and wind turbines, and grid equipment while investing directly in large solar and storage 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},{"key":"renewable-power-systems","ko":"재생전력 시스템","en":"Renewable Power Systems","theme":"power-grid","theme_ko":"전력·그리드","theme_en":"Power & Grid","theme_kind":"chain","primary":false}],"segments":{"parts":[{"name":"전력","note":"FY2025 영업수익 121억6000만달러"},{"name":"천연가스","note":"FY2025 영업수익 24억5200만달러"},{"name":"기타","note":"FY2025 영업수익 5700만달러"}],"total":"FY2025 총 영업수익 146억6900만달러","track":"C"},"segments_en":{"parts":[{"name":"Electric","note":"FY2025 operating revenues of $12.160 billion"},{"name":"Natural gas","note":"FY2025 operating revenues of $2.452 billion"},{"name":"Other","note":"FY2025 operating revenues of $57 million"}],"total":"FY2025 total operating revenues: $14.669 billion"},"returns_yearly":{"2021":4.4,"2022":6.4,"2023":-8.7,"2024":12.3,"2025":13.9,"2026":4.1},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"ge-vernova","name":"GE Vernova","name_en":"GE Vernova","tier":3,"returns_yearly":{"2025":99,"2026":54}},{"slug":"chevron","name":"셰브론","name_en":"Chevron Corporation","tier":3,"returns_yearly":{"2021":46.2,"2022":58.5,"2023":-13.6,"2024":1.3,"2025":10.1,"2026":40.7}},{"slug":"equinix","name":"Equinix","name_en":"Equinix","tier":3,"returns_yearly":{"2021":20.3,"2022":-21.1,"2023":25.4,"2024":19.5,"2025":-16.9,"2026":37.3}},{"slug":"exxonmobil","name":"엑슨모빌","name_en":"ExxonMobil","tier":3,"returns_yearly":{"2021":57.6,"2022":87.4,"2023":-6.3,"2024":11.3,"2025":16,"2026":35.2}},{"slug":"w-w-grainger","name":"W. 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It is +4.1% in 2026. The supply side (avg +25.3%) has moved harder than the stock (+4.1%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is GE Vernova (+44.4%) and the furthest behind is Meta Platforms (-6.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on generation fuel, purchased power, gas and wind turbines, and grid equipment while investing directly in large solar and storage projects.","analysis_asof":"2026-09-04"},"edges":[{"direction":"cost","counterparty":"NextEra Energy","counterparty_slug":"nextera-energy","confidence":"high","metric":{"type":"amount","unit":"USD_million_per_year","as_of":"2025-12-09","basis":"NextEra Energy 배터리 저장 전력구매계약 6건의 전사 연간 예상비용","value":99.3,"period":"2028 first full operating year","basis_en":"Estimated annual company-wide cost of six NextEra Energy battery-storage PPAs","qualifier":"estimate"},"note":"엑셀 에너지의 SPS는 NextEra Energy와 배터리 저장 전력구매계약 6건에 대한 승인을 신청했다. 모든 시설이 가동되는 첫해의 전사 연간 비용은 약 9930만달러로 예상됐다.","note_en":"Xcel Energy's SPS sought approval for six battery-storage power purchase agreements with NextEra Energy. The agreements were expected to cost the company about $99.3 million annually in the first full operating year.","sources":[{"stance":"confirms","publisher":"엑셀 에너지·텍사스 공공유틸리티위원회 제출자료","publisher_en":"Xcel Energy filing with the Public Utility Commission of Texas","kind":"filing","lang":"en","published_at":"2025-12-09","url":"https://www.xcelenergy.com/company/rates_and_regulations/filings/texas_ppa","title":"텍사스 전력구매계약 승인 신청","title_en":"Texas Power Purchase Agreements Approval","excerpt":"계약 6건의 2028년 전사 연간 비용은 약 9930만달러로 예상된다.","excerpt_en":"The agreements are expected to cost about $99.3 million per year for the entire company in 2028."}]},{"direction":"revenue","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-25","basis":"Google의 데이터센터 전력서비스 계약 총액","value":null,"period":"Pine Island electric service agreement","basis_en":"Total value of Google's data center electric service agreement","qualifier":"confirmed_no_disclosed_value"},"note":"엑셀 에너지의 미네소타 자회사는 Google의 파인 아일랜드 데이터센터에 전력을 공급하는 계약을 체결했다. Google은 전력서비스와 신규 계통 인프라 비용을 부담하지만 총 계약금액은 공개되지 않았다.","note_en":"Xcel Energy's Minnesota utility signed an agreement to supply power to Google's Pine Island data center. Google will cover its electric service and new grid infrastructure costs, but the total contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"한국에너지기술평가원 세계에너지시장정보","publisher_en":"KETEP Global Energy Market Information","kind":"analysis","lang":"ko","published_at":"2026-02-26","url":"https://energy.ketep.re.kr/globalenergy/site/main/board/energy_news/30038","title":"미국) 구글, 미네소타 데이터 센터용 세계 최대 철공기 배터리 배치","title_en":"U.S.: Google to deploy the world's largest iron-air battery for a Minnesota data center","excerpt":"구글이 Xcel Energy와 협력해 미네소타 파인 아일랜드에 데이터센터용 철공기 배터리 시스템을 설치한다.","excerpt_en":"Google is working with Xcel Energy to deploy an iron-air battery system for its Pine Island, Minnesota data center."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/72903/000007290326000009/xel-20251231.htm","title":"XCEL ENERGY INC 10-K (2026-02-25)","title_en":"XCEL ENERGY INC 10-K (2026-02-25)","excerpt":"2026년 1분기 NSP-Minnesota는 미네소타의 새 Google 데이터센터에 전력을 공급하는 전력서비스계약을 체결했다.","excerpt_en":"In the first quarter of 2026, NSP-Minnesota entered into an electric service agreement to power a new Google data center in Minnesota."},{"stance":"confirms","publisher":"엑셀 에너지 뉴스룸","publisher_en":"Xcel Energy Newsroom","kind":"ir","lang":"en","published_at":"2026-02-24","url":"https://newsroom.xcelenergy.com/news/xcel-energy-to-power-new-google-data-center-in-minnesota","title":"엑셀 에너지, 미네소타의 새 Google 데이터센터에 전력 공급","title_en":"Xcel Energy to power new Google data center in Minnesota","excerpt":"엑셀 에너지는 Google 데이터센터에 전력을 공급하는 계약을 최근 체결했다.","excerpt_en":"Xcel Energy recently signed an agreement to supply power for the Google data center."},{"stance":"confirms","publisher":"Google 블로그","publisher_en":"Google Blog","kind":"ir","lang":"en","published_at":"2026-02-24","url":"https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/","title":"Google, 미네소타 진출과 청정에너지 목표 추진","title_en":"Google is coming to Minnesota and advancing clean energy goals","excerpt":"Google은 새 데이터센터에 공급되는 전력서비스와 관련된 모든 비용을 부담한다.","excerpt_en":"With Xcel Energy supplying energy for the new data center, Google will pay all costs associated with our electric service."}]},{"direction":"cost","counterparty":"GE Vernova","counterparty_slug":"ge-vernova","confidence":"mid","metric":{"type":"count","unit":"gas_turbines","as_of":"2026-02-03","basis":"GE Vernova F급 가스터빈 예약 구매 수량","value":5,"period":"2026 strategic alliance reservation agreement","basis_en":"Number of GE Vernova F-class gas turbines reserved for purchase","qualifier":null},"note":"엑셀 에너지는 GE Vernova에서 F급 가스터빈을 구매하기 위한 예약계약을 체결했고, 향후 풍력 프로젝트용 터빈 용량도 확보했다. 공개된 수량은 가스터빈 5기이며 가격은 공개되지 않았다.","note_en":"Xcel Energy signed a reservation agreement to purchase GE Vernova F-class gas turbines and also reserved wind-turbine capacity for future projects. The disclosed order covers five gas turbines, while pricing was not disclosed.","sources":[{"stance":"confirms","publisher":"엑셀 에너지 뉴스룸","publisher_en":"Xcel Energy Newsroom","kind":"ir","lang":"en","published_at":"2026-02-03","url":"https://newsroom.xcelenergy.com/news/xcel-energy-and-ge-vernova-announce-strategic-alliance-agreement-to-advance-the-future-of-energy","title":"엑셀 에너지와 GE Vernova, 에너지 미래를 위한 전략적 제휴 발표","title_en":"Xcel Energy and GE Vernova Announce Strategic Alliance Agreement to Advance the Future of Energy","excerpt":"엑셀 에너지는 F급 가스터빈 5기를 구매하기 위한 예약계약을 체결했다.","excerpt_en":"Xcel Energy executed a Reservation Agreement for the purchase of five, F-class gas turbines."}]},{"direction":"investment","counterparty":"Sherco Solar","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD_billion","as_of":"2024-11-19","basis":"Sherco Solar 청정에너지 인프라 총투자액","value":1.1,"period":"Sherco Solar three-phase project","basis_en":"Total clean-energy infrastructure investment in Sherco Solar","qualifier":"estimate"},"note":"엑셀 에너지는 미네소타 Sherco 부지에 직접 소유·운영하는 대형 태양광 설비를 단계적으로 건설했다. 회사가 밝힌 전체 청정에너지 인프라 투자액은 약 11억달러다.","note_en":"Xcel Energy developed the large Sherco Solar facility in Minnesota in phases for direct ownership and operation. The company described the project as an approximately $1.1 billion clean-energy infrastructure investment.","sources":[{"stance":"mentions","publisher":"DS투자증권","publisher_en":"DS Investment & Securities","kind":"research","lang":"ko","published_at":"2025-02-05","url":"https://stock.pstatic.net/stock-research/invest/66/20250205_invest_909112000.pdf","title":"다시 시작된 패권전쟁: Data War","title_en":"The renewed battle for hegemony: Data War","excerpt":"엑셀 에너지의 2025년 자본지출 증가율 추정치는 2025년 2월 기준 44.0%로 높아졌다.","excerpt_en":"The February 2025 estimate put Xcel Energy's 2025 capital-expenditure growth at 44.0%."},{"stance":"confirms","publisher":"엑셀 에너지 뉴스룸","publisher_en":"Xcel Energy Newsroom","kind":"ir","lang":"en","published_at":"2024-11-19","url":"https://newsroom.xcelenergy.com/news/xcel-energy-s-sherco-solar-starts-producing-carbon-free-electricity-for-customer-MCFEK7MJWN2NDZPPDEPVXFDN6AWY","title":"엑셀 에너지 Sherco Solar, 무탄소 전력 생산 시작","title_en":"Xcel Energy's Sherco Solar starts producing carbon-free electricity for customers","excerpt":"이 프로젝트는 약 11억달러 규모의 청정에너지 인프라 투자다.","excerpt_en":"The project represents an investment of about $1.1 billion in clean energy infrastructure."}]},{"direction":"revenue","counterparty":"메타 플랫폼스","counterparty_slug":"meta","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-03-15","basis":"Meta의 데이터센터 전력서비스 계약 총액","value":null,"period":"Rosemount data center electric service agreement","basis_en":"Total value of Meta's data center electric service agreement","qualifier":"confirmed_no_disclosed_value"},"note":"엑셀 에너지는 미네소타 로즈마운트의 Meta 데이터센터에 전력을 공급한다. 데이터센터 연결을 위한 송전선 등 증설비는 Meta가 부담하지만 전력계약 총액은 공개되지 않았다.","note_en":"Xcel Energy supplies power to Meta's data center in Rosemount, Minnesota. Meta pays for transmission and other extensions needed to serve the site, but the total power contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"엑셀 에너지 스토리즈","publisher_en":"Xcel Energy Stories","kind":"ir","lang":"en","published_at":"2024-03-15","url":"https://stories.xcelenergy.com/stories/Building-the-21st-century-economy--Xcel-Energy-to-power-new-Meta-data-center","title":"21세기 경제 구축: 엑셀 에너지, 새 Meta 데이터센터에 전력 공급","title_en":"Building the 21st-century economy: Xcel Energy to power new Meta data center","excerpt":"데이터센터를 위한 증설과 확장 비용은 Meta가 부담한다.","excerpt_en":"These upgrades and extensions to serve the data center are paid for by Meta."}]}]}